Institutions / Consulta Ltd
Consulta Ltd
CIK 1510677 · Institution · as of Dec 31, 2025
Portfolio value
$2.04B
Positions
14
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $272.37M | 13.4% |
| Microsoft Corp | $232.14M | 11.4% |
| Airbnb, Inc. | $203.58M | 10.0% |
| QXO, Inc. | $192.90M | 9.5% |
| Alphabet Inc. | $186.24M | 9.1% |
| Visa Inc | $175.35M | 8.6% |
| Canadian Pacific Kansas City | $167.51M | 8.2% |
| Union Pacific Corp | $150.36M | 7.4% |
| Danaher Corp /De | $137.35M | 6.7% |
| Hilton Worldwide Holdings Inc. | $86.17M | 4.2% |
| Linde PLC | $76.75M | 3.8% |
| Netflix Inc | $70.32M | 3.5% |
| Progressive CORP/OH | $62.95M | 3.1% |
| Howard Hughes Holdings Inc. | $23.93M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.