Consulta Ltd
15 holdingsFiling period: 2026-06-30Current AUM: $3.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ABNB | Airbnb Inc | 2.10M | $300.5M | $354.5M | 11.53% | +300.0K | 2026-06-30 |
| 2 | PS | Pershing Square Inc | 8.56M | $281.2M | $400.6M | 13.03% | -- | 2026-06-30 |
| 3 | V | Visa Inc | 800.0K | $274.5M | $321.5M | 10.45% | +50.0K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 1.10M | $262.2M | $278.4M | 9.05% | -80,000 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 700.0K | $261.1M | $371.9M | 12.09% | +25.0K | 2026-06-30 |
| 6 | QXO | Qxo Inc | 12.00M | $207.4M | $127.7M | 4.15% | +1.00M | 2026-06-30 |
| 7 | PGR | Progressive Corp | 900.0K | $196.6M | $203.0M | 6.60% | +300.0K | 2026-06-30 |
| 8 | NFLX | Netflix Inc. | 2.55M | $182.1M | $159.4M | 5.18% | +1.05M | 2026-06-30 |
| 9 | WCN | Waste Connections Inc | 1.05M | $175.0M | $191.1M | 6.21% | -- | 2026-06-30 |
| 10 | HCA | Hca Healthcare Inc | 400.0K | $156.0M | $180.0M | 5.85% | -- | 2026-06-30 |
| 11 | UNP | Union Pac Corp | 450.0K | $122.4M | $134.9M | 4.39% | -- | 2026-06-30 |
| 12 | PSUS | Pershing Square USA Ltd | 3.00M | $112.1M | $113.6M | 3.69% | -- | 2026-06-30 |
| 13 | MSCI | Msci Inc | 200.0K | $112.0M | $120.4M | 3.91% | -- | 2026-06-30 |
| 14 | GOOGL | Alphabet Inc | 300.0K | $107.2M | $96.2M | 3.13% | -140,000 | 2026-06-30 |
| 15 | HHH | Howard Hughes Holdings Inc | 300.0K | $21.4M | $22.0M | 0.71% | -- | 2026-06-30 |
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