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CIK: 0001510677
Total reported value
$2.8B
$2.8B
15 檔
28.9%
During the Q3 2024 filing period, Consulta Ltd (CIK: 0001510677) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.8B across 15 reported positions.
Consulta Ltd executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 6 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 11.71% | -1.38% | +38.00% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.26% | -2.43% | +29.41% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 9.93% | — | -8.33% | |
| 4 | DHR | Danaher CORP | Stock-Healthcare | 8.58% | -5.66% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 7.97% | -3.02% | +15.61% | |
| 6 | CP | Canadian Pacific Kansas City | Stock-Industrials | 7.39% | -5.29% | EXIT | |
| 7 | HCA | Hca Healthcare Inc | Stock-Healthcare | 6.90% | +5.63% | NEW | |
| 8 | QXO | Qxo Inc | Stock-Industrials | 6.43% | -3.15% | — | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 5.43% | — | -18.75% | |
| 10 | CNI | Canadian Natl Railway Co | Stock-Industrials | 5.06% | — | -12.50% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.70% | — | -16.67% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.56% | — | -30.00% | |
| 13 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 4.27% | — | — | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.97% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.84% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QXO | Qxo Inc | +6.4% | NEW | New buy |
| 2 | HLT | Hilton Worldwide Holdings In | +4.3% | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +2.8% | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | +2.8% | +38.00% | Add |
| 5 | CP | Canadian Pacific Kansas City | +2% | +40.00% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | +29.41% | Add |
| 7 | DHR | Danaher CORP | +0.1% | — | Unchanged |
| 8 | MSFT | Microsoft CORP | +0.1% | +15.61% | Add |
| 9 | HCA | Hca Healthcare Inc | -0.2% | -15.38% | Trim |
| 10 | DIS | Walt Disney Co/the | -0.4% | — | Unchanged |
| 11 | UNH | Unitedhealth Group Inc | -0.5% | -8.33% | Trim |
| 12 | MCD | Mcdonald's CORP | -0.5% | -16.67% | Trim |
| 13 | LOW | Lowe's Cos Inc | -0.6% | -18.75% | Trim |
| 14 | CNI | Canadian Natl Railway Co | -1.4% | -12.50% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | -2.3% | -30.00% | Trim |
| 16 | SBUX | Starbucks CORP | -6.6% | EXIT | Sold out |
| 17 | CMCSA | Comcast Corp-class A | -6.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Consulta Ltd reported a total U.S. public equity portfolio value of $2.8B across 15 disclosed positions in Q3 2024.
During Q3 2024, Consulta Ltd's top holdings by market value included V (11.7%)、GOOGL (11.3%)、UNH (9.9%). The largest single position, V, represented 11.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including V, GOOGL, UNH) accounted for 28.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
QXO
市值: $104.1M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $97.9M
In Q3 2024, Consulta Ltd made 15 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 6 holdings, and fully liquidating 2 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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