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CIK: 0001510677
Total reported value
$2.8B
$2.8B
10 檔
35.1%
As reported in its official Q1 2025 Form 13F filing, Consulta Ltd's tracked investment portfolio stood at $2.8B with 10 total positions.
Consulta Ltd executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 6 holdings and trimming 3 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, CP, HCA) accounted for 35.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 15.24% | -3.02% | +60.00% | |
| 2 | CP | Canadian Pacific Kansas City | Stock-Industrials | 14.25% | -5.29% | EXIT | |
| 3 | HCA | Hca Healthcare Inc | Stock-Healthcare | 14.02% | +5.63% | NEW | |
| 4 | DHR | Danaher CORP | Stock-Healthcare | 12.25% | -5.66% | EXIT | |
| 5 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 10.10% | -0.48% | — | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 10.08% | -1.38% | -32.00% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.37% | -2.43% | -20.00% | |
| 8 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 7.70% | — | +66.67% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 4.34% | — | — | |
| 10 | QXO | Qxo Inc | Stock-Industrials | 3.66% | -3.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare Inc | +5% | +9.09% | Trim |
| 2 | HLT | Hilton Worldwide Holdings In | +2.3% | +66.67% | Trim |
| 3 | V | Visa Inc-class A Shares | -3.7% | -32.00% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | -4.6% | -20.00% | Add |
| 5 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 6 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 7 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 10 | DHR | Danaher CORP | — | NEW | New buy |
| 11 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 12 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 13 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 14 | XYZ | Block Inc | — | EXIT | Sold out |
| 15 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 16 | QXO | Qxo Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Consulta Ltd reported a total U.S. public equity portfolio value of $2.8B across 10 disclosed positions in Q1 2025.
During Q1 2025, Consulta Ltd's top holdings by market value included MSFT (15.2%)、CP (14.3%)、HCA (14.0%). The largest single position, MSFT, represented 15.2% of total portfolio value.
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Top New Position Initiated
MSFT
市值: $225.2M
Top Position Liquidated / Trimmed
AMZN
前期市值: $344.0M
In Q1 2025, Consulta Ltd made 16 total portfolio adjustments, initiating 6 new buys, adding to 1 positions, trimming 3 holdings, and fully liquidating 6 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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