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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001510677
Total reported value
$2.8B
$2.8B
14 檔
24.5%
According to the latest 13F quarterly dataset, Consulta Ltd managed an equity portfolio of $2.8B at the end of Q2 2024, spanning 14 distinct U.S. exchange-listed positions.
During Q2 2024, Consulta Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.55% | -2.43% | -15.00% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 10.41% | — | +20.00% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 8.94% | -1.38% | — | |
| 4 | DHR | Danaher CORP | Stock-Healthcare | 8.51% | -5.66% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 7.90% | -3.02% | — | |
| 6 | HCA | Hca Healthcare Inc | Stock-Healthcare | 7.11% | +5.63% | NEW | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.89% | — | -16.67% | |
| 8 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 6.67% | — | -9.09% | |
| 9 | SBUX | Starbucks CORP | Stock-Consumer Disc | 6.63% | — | — | |
| 10 | CNI | Canadian Natl Railway Co | Stock-Industrials | 6.44% | — | — | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 6.01% | — | — | |
| 12 | CP | Canadian Pacific Kansas City | Stock-Industrials | 5.36% | -5.29% | EXIT | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 5.21% | — | +39.53% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.38% | — | — |
According to official SEC Form 13F filings, Consulta Ltd reported a total U.S. public equity portfolio value of $2.8B across 14 disclosed positions in Q2 2024.
During Q2 2024, Consulta Ltd's top holdings by market value included GOOGL (10.6%)、UNH (10.4%)、V (8.9%). The largest single position, GOOGL, represented 10.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including GOOGL, UNH, V) accounted for 24.5% of total reported equity market value during Q2 2024.
In Q2 2024, Consulta Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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