Consulta Ltd

Momentum followerQuality / disciplined sizing

Total reported value

$2.0B

Reporting period: 2026-03-31 · Number of holdings: 13

Consulta Ltd disclosed 13 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.0B and a quarterly turnover rate of 36.2%.

Personality snowflake

Concentration: 36.73
Portfolio Stability: 36.15
Momentum/Contrarian: 100
Sector conviction: 56.68
Diversification: 26
Sizing Uniformity: 95.42

Recent moves

Add NFLX
+100.0%　$73.9M
Trim CP
-40.7%　-$61.3M
Trim GOOGL
-26.1%　-$59.7M
Add PGR
+117.0%　$56.0M
Add V
+50.0%　$51.3M
Trim UNP
-30.8%　-$41.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	12.44%	+1.05%	+40.63%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	12.23%	-1.13%	—
3	ABNB	Airbnb Inc-class A	Stock-Consumer Disc	11.32%	+1.33%	+20.00%
4	V	Visa Inc-class A Shares	Stock-Financials	11.28%	+2.68%	+50.00%
5	QXO	Qxo INC	Stock-Industrials	10.63%	+1.16%	+10.00%
6	NFLX	Netflix INC	Stock-Comm Services	7.18%	+3.73%	+100.00%
7	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	6.30%	-2.84%	-26.05%
8	PGR	Progressive CORP	Stock-Financials	5.92%	+2.83%	+117.05%
9	DHR	Danaher CORP	Stock-Healthcare	5.66%	-1.08%	—
10	UNP	Union Pacific CORP	Stock-Industrials	5.43%	-1.95%	-30.77%
11	MSCI	Msci INC	Stock-Financials	5.37%	+5.37%	NEW
12	CP	Canadian Pacific Kansas City	Stock-Industrials	5.29%	-2.93%	-40.66%
13	HHH	Howard Hughes Holdings INC	Stock-Real Estate	0.94%	-0.23%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	13	$2.0B	36	1MSFT 2AMZN 3ABNB Top holdings2026-03-31 1.MSFT 2.AMZN 3.ABNB 4.V 5.QXO 6.NFLX 7.GOOGL 8.PGR 9.DHR 10.UNP
2025-12-31	14	$2.0B	46	1AMZN 2MSFT 3ABNB Top holdings2025-12-31 1.AMZN 2.MSFT 3.ABNB 4.QXO 5.GOOGL 6.V 7.CP 8.UNP 9.DHR 10.HLT
2025-09-30	12	$1.8B	58	1MSFT 2DHR 3CP Top holdings2025-09-30 1.MSFT 2.DHR 3.CP 4.GOOGL 5.ABNB 6.AMZN 7.UNP 8.QXO 9.LOW 10.HLT
2025-06-30	10	$1.6B	0	1MSFT 2CP 3DHR Top holdings2025-06-30 1.MSFT 2.CP 3.DHR 4.ABNB 5.GOOGL 6.QXO 7.HCA 8.HLT 9.LOW 10.HHH
2025-03-31	10	$1.5B	100	1MSFT 2CP 3HCA Top holdings2025-03-31 1.MSFT 2.CP 3.HCA 4.DHR 5.ABNB 6.V 7.GOOGL 8.HLT 9.LOW 10.QXO
2024-12-31	13	$1.5B	0	1V 2GOOGL 3CP Top holdings2024-12-31 1.V 2.GOOGL 3.CP 4.HCA 5.MSFT 6.UNH 7.DHR 8.HLT 9.MCD 10.LOW
2024-09-30	15	$1.6B	0	1V 2GOOGL 3UNH Top holdings2024-09-30 1.V 2.GOOGL 3.UNH 4.DHR 5.MSFT 6.CP 7.HCA 8.QXO 9.LOW 10.CNI
2024-06-30	14	$1.5B	0	1GOOGL 2UNH 3V Top holdings2024-06-30 1.GOOGL 2.UNH 3.V 4.DHR 5.MSFT 6.HCA 7.JPM 8.CMCSA 9.SBUX 10.CNI
2024-03-31	14	$1.6B	0	1GOOGL 2V 3HCA Top holdings2024-03-31 1.GOOGL 2.V 3.HCA 4.DHR 5.UNH 6.JPM 7.CMCSA 8.SBUX 9.MSFT 10.CNI
2023-12-31	14	$1.5B	0	1GOOGL 2UNH 3V Top holdings2023-12-31 1.GOOGL 2.UNH 3.V 4.HCA 5.CMCSA 6.DHR 7.LOW 8.JPM 9.CNI 10.MSFT
2023-09-30	13	$1.4B	0	1UNH 2GOOGL 3V Top holdings2023-09-30 1.UNH 2.GOOGL 3.V 4.DHR 5.CMCSA 6.JPM 7.LOW 8.CNI 9.HCA 10.MSFT
2023-06-30	14	$1.4B	0	1V 2GOOGL 3UNH Top holdings2023-06-30 1.V 2.GOOGL 3.UNH 4.DHR 5.CMCSA 6.LOW 7.JPM 8.BRK-B 9.MSFT 10.CNI
2023-03-31	13	$1.3B	0	1V 2GOOGL 3BRK-B Top holdings2023-03-31 1.V 2.GOOGL 3.BRK-B 4.UNH 5.CMCSA 6.DHR 7.HCA 8.CNI 9.13645T 10.MSFT
2022-12-31	12	$1.2B	0	1GOOGL 2V 3BRK-B Top holdings2022-12-31 1.GOOGL 2.V 3.BRK-B 4.HCA 5.CMCSA 6.CNI 7.13645T 8.JPM 9.UNH 10.MSFT
2022-09-30	11	$1.0B	0	1HCA 2V 3GOOGL Top holdings2022-09-30 1.HCA 2.V 3.GOOGL 4.BRK-B 5.AMZN 6.MSFT 7.CMCSA 8.CNI 9.13645T 10.HLT
2022-06-30	11	$1.5B	0	1V 2AMZN 3CHTR Top holdings2022-06-30 1.V 2.AMZN 3.CHTR 4.CMCSA 5.META 6.GOOGL 7.CNI 8.TMUS 9.HCA 10.UNH
2022-03-31	11	$2.0B	0	1AMZN 2V 3CMCSA Top holdings2022-03-31 1.AMZN 2.V 3.CMCSA 4.GOOGL 5.XYZ 6.CNI 7.META 8.UNH 9.HCA 10.NFLX
2021-12-31	10	$2.0B	0	1V 2UNH 3AMZN Top holdings2021-12-31 1.V 2.UNH 3.AMZN 4.CMCSA 5.HCA 6.GOOGL 7.HLT 8.CNI 9.XYZ 10.TMUS
2021-09-30	10	$2.0B	0	1V 2AMZN 3UNH Top holdings2021-09-30 1.V 2.AMZN 3.UNH 4.GOOGL 5.CMCSA 6.HCA 7.TMUS 8.HLT 9.CNI 10.XYZ
2021-06-30	10	$2.1B	19	1AMZN 2UNH 3V Top holdings2021-06-30 1.AMZN 2.UNH 3.V 4.GOOGL 5.CMCSA 6.HCA 7.TMUS 8.HLT 9.JPM 10.XYZ
2021-03-31	9	$1.9B	32	1UNH 2AMZN 3V Top holdings2021-03-31 1.UNH 2.AMZN 3.V 4.GOOGL 5.HCA 6.CMCSA 7.JPM 8.HLT 9.TMUS
2020-12-31	10	$1.8B	35	1UNH 2JPM 3HCA Top holdings2020-12-31 1.UNH 2.JPM 3.HCA 4.V 5.AMZN 6.CMCSA 7.GOOGL 8.HLT 9.UNP 10.QSR
2020-09-30	10	$1.5B	54	1UNH 2HCA 3JPM Top holdings2020-09-30 1.UNH 2.HCA 3.JPM 4.V 5.GOOGL 6.CMCSA 7.AMZN 8.QSR 9.CHTR 10.UNP
2020-06-30	12	$1.3B	54	1UNH 2HCA 3BRK-B Top holdings2020-06-30 1.UNH 2.HCA 3.BRK-B 4.CHTR 5.AMZN 6.MSFT 7.V 8.GOOGL 9.CMCSA 10.JPM
2020-03-31	13	$1.2B	68	1CMCSA 2UNH 3GOOGL Top holdings2020-03-31 1.CMCSA 2.UNH 3.GOOGL 4.HCA 5.AMZN 6.BRK-B 7.V 8.DIS 9.JPM 10.CHTR
2019-12-31	10	$1.2B	42	1CMCSA 2BRK-B 3GOOGL Top holdings2019-12-31 1.CMCSA 2.BRK-B 3.GOOGL 4.UNH 5.CHTR 6.WFC 7.AIG 8.HCA 9.DAL 10.DIS
2019-09-30	17	$1.2B	17	1CMCSA 2BRK-B 3GOOGL Top holdings2019-09-30 1.CMCSA 2.BRK-B 3.GOOGL 4.CHTR 5.WFC 6.AIG 7.DIS 8.HHC* 9.UNH 10.JPM
2019-06-30	17	$1.1B	21	1CMCSA 2BRK-B 3CHTR Top holdings2019-06-30 1.CMCSA 2.BRK-B 3.CHTR 4.GOOGL 5.JPM 6.AIG 7.HHC* 8.DIS 9.WFC 10.ST
2019-03-31	17	$1.0B	35	1CMCSA 2BRK-B 3GOOGL Top holdings2019-03-31 1.CMCSA 2.BRK-B 3.GOOGL 4.CHTR 5.JPM 6.HHC* 7.WFC 8.AIG 9.XRAY 10.HCA
2018-12-31	18	$1.0B	28	1CMCSA 2BRK-B 3GOOGL Top holdings2018-12-31 1.CMCSA 2.BRK-B 3.GOOGL 4.HCA 5.JPM 6.CHTR 7.HHC* 8.IQV 9.AIG 10.TMO
2018-09-30	12	$1.1B	21	1CMCSA 2BRK-B 3HCA Top holdings2018-09-30 1.CMCSA 2.BRK-B 3.HCA 4.GOOGL 5.CHTR 6.IQV 7.DVA 8.HHC* 9.TMO 10.JPM
2018-06-30	12	$1.0B	12	1CMCSA 2HCA 3BRK-B Top holdings2018-06-30 1.CMCSA 2.HCA 3.BRK-B 4.GOOGL 5.IQV 6.DVA 7.HHC* 8.CHTR 9.TMO 10.SBUX
2018-03-31	13	$983.7M	19	1CMCSA 2BRK-B 3HCA Top holdings2018-03-31 1.CMCSA 2.BRK-B 3.HCA 4.GOOGL 5.IQV 6.HHC* 7.DVA 8.SBUX 9.TMO 10.CHTR
2017-12-31	11	$846.5M	31	1CMCSA 2BRK-B 3HCA Top holdings2017-12-31 1.CMCSA 2.BRK-B 3.HCA 4.HHC* 5.DVA 6.GOOGL 7.SBUX 8.IQV 9.TMO 10.JPM
2017-09-30	12	$747.1M	29	1CMCSA 2BRK-B 3HCA Top holdings2017-09-30 1.CMCSA 2.BRK-B 3.HCA 4.HHC* 5.DVA 6.SBUX 7.NKE 8.74876Y 9.TMO 10.JPM
2017-06-30	14	$821.6M	30	1BRK-B 2HCA 3CMCSA Top holdings2017-06-30 1.BRK-B 2.HCA 3.CMCSA 4.DVA 5.NKE 6.HHC* 7.V 8.SBUX 9.CHTR 10.74876Y
2017-03-31	13	$826.5M	15	1CMCSA 2BRK-B 3HCA Top holdings2017-03-31 1.CMCSA 2.BRK-B 3.HCA 4.HHC* 5.DVA 6.CHTR 7.SBUX 8.TMO 9.V 10.ST
2016-12-31	11	$784.8M	39	1CMCSA 2BRK-B 3HCA Top holdings2016-12-31 1.CMCSA 2.BRK-B 3.HCA 4.HHC* 5.CHTR 6.DVA 7.TMO 8.ST 9.V 10.NKE
2016-09-30	14	$765.6M	27	1HCA 2BRK-B 3CMCSA Top holdings2016-09-30 1.HCA 2.BRK-B 3.CMCSA 4.HHC* 5.DVA 6.ST 7.CHTR 8.V 9.AIG 10.NKE
2016-06-30	11	$788.6M	51	1BRK-B 2HCA 3HHC* Top holdings2016-06-30 1.BRK-B 2.HCA 3.HHC* 4.CMCSA 5.CHTR 6.DVA 7.ST 8.V 9.ALSN 10.AIG
2016-03-31	13	$818.0M	58	1HHC2HCA 3CHTR Top holdings2016-03-31 1.HHC 2.HCA 3.CHTR 4.DVA 5.CMCSA 6.ALSN 7.ST 8.BRK-B 9.V 10.WFC
2015-12-31	13	$764.3M	55	1CHTR 2HHC3BRK-B Top holdings2015-12-31 1.CHTR 2.HHC 3.BRK-B 4.ALSN 5.HCA 6.ST 7.DVA 8.TMO 9.CMCSA 10.72766Q
2015-09-30	13	$947.1M	91	1ST 2CHTR 3HHC* Top holdings2015-09-30 1.ST 2.CHTR 3.HHC* 4.VALE 5.ALSN 6.G0177J 7.HCA 8.TMO 9.JAHEUR 10.DVA
2015-06-30	11	$1.1B	47	1VALE 2ALSN 3HHC* Top holdings2015-06-30 1.VALE 2.ALSN 3.HHC* 4.72766Q 5.61166W 6.ST 7.XXI 8.N63218 9.CHTR 10.268747
2015-03-31	11	$978.0M	26	1HHC2VALE372766Q Top holdings2015-03-31 1.HHC 2.VALE 3.72766Q 4.ALSN 5.ST 6.61166W 7.XXI 8.C 9.JAHEUR 10.AIG
2014-12-31	9	$844.2M	47	1VALE272766Q3ST Top holdings2014-12-31 1.VALE 2.72766Q 3.ST 4.HHC* 5.XXI 6.JAHEUR 7.61166W 8.C 9.ALSN
2014-09-30	12	$1.0B	60	1ST 2JAHEUR 3XXI Top holdings2014-09-30 1.ST 2.JAHEUR 3.XXI 4.C 5.ALSN 6.VALE 7.HHC* 8.72766Q 9.ETRA 10.DG
2014-06-30	12	$1.1B	71	1ST 2JAHEUR 3CMCSA Top holdings2014-06-30 1.ST 2.JAHEUR 3.CMCSA 4.XXI 5.C 6.VALE 7.DG 8.HHC* 9.72766Q 10.HCA
2014-03-31	14	$760.2M	100	1ST 2CMCSA 3XXI Top holdings2014-03-31 1.ST 2.CMCSA 3.XXI 4.ALSN 5.LBEUR 6.C 7.JAHEUR 8.DG 9.HHC* 10.OASEUR
2013-12-31	15	$688.3M	53	1ST 2TGT 3XXI Top holdings2013-12-31 1.ST 2.TGT 3.XXI 4.ALSN 5.ORCL 6.BRK-B 7.TMO 8.JPM 9.DDS 10.VALE
2013-09-30	16	$653.0M	54	1JPM 2XXI 3ORCL Top holdings2013-09-30 1.JPM 2.XXI 3.ORCL 4.ALSN 5.ST 6.DDS 7.TGT 8.CMCSA 9.DHR 10.BRK-B
2013-06-30	18	$674.3M	0	1ST 2JPM 3CMCSA Top holdings2013-06-30 1.ST 2.JPM 3.CMCSA 4.ORCL 5.DHR 6.65248E 7.DDS 8.TGT 9.SPY 10.ALSN

Holding changes this quarter

Consulta Ltd's most significant position changes for 2026-03-31: New buy: Msci INC (MSCI); Sold out: Hilton Worldwide Holdings In (HLT); Sold out: Linde plc (LIN); Add: Netflix INC (NFLX) — shares +100.00%; Trim: Canadian Pacific Kansas City (CP) — shares -40.66%.

Position changes disclosed by Consulta Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NFLX	Netflix INC	+3.7%	+100.00%	Add
2	PGR	Progressive CORP	+2.8%	+117.05%	Add
3	V	Visa Inc-class A Shares	+2.7%	+50.00%	Add
4	ABNB	Airbnb Inc-class A	+1.3%	+20.00%	Add
5	QXO	Qxo INC	+1.2%	+10.00%	Add
6	MSFT	Microsoft CORP	+1.1%	+40.63%	Add
7	HHH	Howard Hughes Holdings INC	-0.2%	—	Unchanged
8	DHR	Danaher CORP	-1.1%	—	Unchanged
9	AMZN	Amazon.com INC	-1.1%	—	Unchanged
10	UNP	Union Pacific CORP	-2%	-30.77%	Trim
11	GOOGL	Alphabet Inc-cl A	-2.8%	-26.05%	Trim
12	CP	Canadian Pacific Kansas City	-2.9%	-40.66%	Trim
13	MSCI	Msci INC	—	NEW	New buy
14	HLT	Hilton Worldwide Holdings In	—	EXIT	Sold out
15	LIN	Linde plc	—	EXIT	Sold out

FAQ

What is Consulta Ltd and what type of investor is it?

Consulta Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.0B, spread across 13 disclosed positions.

What are Consulta Ltd's largest equity positions?

Based on the latest 13F filing, Consulta Ltd's top holdings by market value are: 1. Microsoft CORP (MSFT) — $249.9M (12.4%) 2. Amazon.com INC (AMZN) — $245.8M (12.2%) 3. Airbnb Inc-class A (ABNB) — $227.3M (11.3%) 4. Visa Inc-class A Shares (V) — $226.7M (11.3%) 5. Qxo INC (QXO) — $213.6M (10.6%)

What changes did Consulta Ltd make in its most recent portfolio filing?

In the latest reported quarter, Consulta Ltd made 12 notable position adjustments: 1 new positions were initiated, 6 existing holdings were added to, 3 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Msci INC (MSCI); Sold out: Hilton Worldwide Holdings In (HLT); Sold out: Linde plc (LIN); Add: Netflix INC (NFLX) — shares +100.00%; Trim: Canadian Pacific Kansas City (CP) — shares -40.66%

What sectors does Consulta Ltd focus on?

Consulta Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 23.6% • Financials: 22.6% • Industrials: 21.4% • Communication Services: 13.5% • Information Technology: 12.4% • Health Care: 5.7%