account_balance
Investment manager · 13F filer · SEC CIK 1510677
Consulta Ltd
Reported value$2.77Bas of Jun 30, 2026
Positions15 4 new, 2 sold out
Top 10 weight82.9%ABNB alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ABNBAirbnb Inc
10.8%Added +17%
PSPershing Square Inc
10.1%New
VVisa Inc
9.9%Added +7%
AMZNAmazon Com Inc
9.5%Trimmed −7%
MSFTMicrosoft Corp
9.4%Added +4%
QXOQxo Inc
7.5%Added +9%
PGRProgressive Corp
7.1%Added +50%
NFLXNetflix Inc.
6.6%Added +70%
WCNWaste Connections Inc
6.3%New
HCAHca Healthcare Inc
5.6%New
UNPUnion Pac Corp
4.4%
PSUSPershing Square USA Ltd
4.0%New
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ABNB Airbnb Inc 10.8% Added +17%PS Pershing Square Inc 10.1% NewV Visa Inc 9.9% Added +7%AMZN Amazon Com Inc 9.5% Trimmed −7%MSFT Microsoft Corp 9.4% Added +4%QXO Qxo Inc 7.5% Added +9%PGR Progressive Corp 7.1% Added +50%NFLX Netflix Inc. 6.6% Added +70%WCN Waste Connections Inc 6.3% NewHCA Hca Healthcare Inc 5.6% NewUNP Union Pac Corp 4.4% HeldPSUS Pershing Square USA Ltd 4.0% New
What changed