Consulta Ltd
13 holdingsFiling period: 2026-03-31Current AUM: $2.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 675.0K | $249.9M | $313.7M | 14.12% | +195.0K | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 1.18M | $245.8M | $320.5M | 14.43% | -- | 2026-03-31 |
| 3 | ABNB | AIRBNB INC | 1.80M | $227.3M | $272.7M | 12.28% | +300.0K | 2026-03-31 |
| 4 | V | VISA INC | 750.0K | $226.7M | $274.6M | 12.36% | +250.0K | 2026-03-31 |
| 5 | QXO | QXO INC | 11.00M | $213.6M | $146.3M | 6.59% | +1.00M | 2026-03-31 |
| 6 | NFLX | NETFLIX INC. | 1.50M | $144.2M | $107.6M | 4.84% | +750.0K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 440.0K | $126.5M | $156.7M | 7.06% | -155,000 | 2026-03-31 |
| 8 | PGR | PROGRESSIVE CORP | 600.0K | $118.9M | $126.9M | 5.71% | +323.6K | 2026-03-31 |
| 9 | DHR | DANAHER CORP DEL | 600.0K | $113.8M | $117.0M | 5.27% | -- | 2026-03-31 |
| 10 | UNP | UNION PAC CORP | 450.0K | $109.2M | $131.5M | 5.92% | -200,000 | 2026-03-31 |
| 11 | MSCI | MSCI INC | 200.0K | $107.8M | $114.4M | 5.15% | -- | 2026-03-31 |
| 12 | CP | CANADIAN PACIFIC KANSAS CITY | 1.35M | $106.2M | $120.0M | 5.40% | -925,000 | 2026-03-31 |
| 13 | HHH | HOWARD HUGHES HOLDINGS INC | 300.0K | $19.0M | $19.2M | 0.86% | -- | 2026-03-31 |
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