Consulta Ltd
Consulta Ltd reported 15 US-listed holdings worth $2.77 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Airbnb, Inc. (10.8%), Pershing Square Inc. (10.1%) and Visa Inc. (9.9%). Against the quarter before, it opened 4 positions, added to 6, trimmed 2 and sold out of 2.
Reported holdings$2.77B+38.0% on Q1 2026
Positions15+2 on Q1 2026
The largest ten82.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 4Added 6Held 3Trimmed 2Sold out 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Pershing Square Inc. PS$281.2 million
- Waste Connections Inc. WCN$175.0 million
- HCA Healthcare, Inc. HCA$156.0 million
- Pershing Square USA Equi PSUS$112.1 million
Added to 6
- Netflix Inc. NFLX+1.1 million shares · +70%
- Progressive Corp. PGR+300,000 shares · +50%
- Airbnb, Inc. ABNB+300,000 shares · +17%
- Qxo Inc. QXO+1.0 million shares · +9%
- Visa Inc. V+50,000 shares · +7%
- Microsoft Corp. MSFT+25,000 shares · +4%
Trimmed 2
- Alphabet Inc. GOOGL-140,000 shares · -32%
- Amazon.com Inc. AMZN-80,000 shares · -7%
Sold out of 2
- Danaher Corp. DHR$113.8 million last quarter
- Canadian Pacific Kansas City LT CP$106.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Airbnb, Inc. ABNB | 2,100,000 | $300.5 million | 10.84% | +300,000 |
| Pershing Square Inc. PS | 8,558,954 | $281.2 million | 10.15% | new |
| Visa Inc. V | 800,000 | $274.5 million | 9.90% | +50,000 |
| Amazon.com Inc. AMZN | 1,100,000 | $262.2 million | 9.46% | -80,000 |
| Microsoft Corp. MSFT | 700,000 | $261.1 million | 9.42% | +25,000 |
| Qxo Inc. QXO | 12,000,000 | $207.4 million | 7.48% | +1,000,000 |
| Progressive Corp. PGR | 900,000 | $196.6 million | 7.09% | +300,000 |
| Netflix Inc. NFLX | 2,550,000 | $182.1 million | 6.57% | +1,050,000 |
| Waste Connections Inc. WCN | 1,050,000 | $175.0 million | 6.31% | new |
| HCA Healthcare, Inc. HCA | 400,000 | $156.0 million | 5.63% | new |
| Union Pacific Corp. UNP | 450,000 | $122.4 million | 4.42% | no change |
| Pershing Square USA Equi PSUS | 3,000,000 | $112.1 million | 4.05% | new |
| MSCI Inc. MSCI | 200,000 | $112.0 million | 4.04% | no change |
| Alphabet Inc. GOOGL | 300,000 | $107.2 million | 3.87% | -140,000 |
| Howard Hughes Holdings Inc. HHH | 300,000 | $21.4 million | 0.77% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.