Consulta Ltd
15 holdingsFiling period: 2026-06-30Current AUM: $2.96Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ABNB | AIRBNB INC | 2.10M | $300.5M | $353.5M | 11.96% | +300.0K | 2026-06-30 |
| 2 | PS | PERSHING SQUARE INC | 8.56M | $281.2M | $333.8M | 11.29% | -- | 2026-06-30 |
| 3 | V | VISA INC | 800.0K | $274.5M | $300.5M | 10.17% | +50.0K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 1.10M | $262.2M | $273.3M | 9.25% | -80,000 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 700.0K | $261.1M | $348.0M | 11.77% | +25.0K | 2026-06-30 |
| 6 | QXO | QXO INC | 12.00M | $207.4M | $137.3M | 4.64% | +1.00M | 2026-06-30 |
| 7 | PGR | PROGRESSIVE CORP | 900.0K | $196.6M | $199.2M | 6.74% | +300.0K | 2026-06-30 |
| 8 | NFLX | NETFLIX INC. | 2.55M | $182.1M | $198.6M | 6.72% | +1.05M | 2026-06-30 |
| 9 | WCN | WASTE CONNECTIONS INC | 1.05M | $175.0M | $167.4M | 5.67% | -- | 2026-06-30 |
| 10 | HCA | HCA HEALTHCARE INC | 400.0K | $156.0M | $169.5M | 5.74% | -- | 2026-06-30 |
| 11 | UNP | UNION PAC CORP | 450.0K | $122.4M | $127.8M | 4.32% | -- | 2026-06-30 |
| 12 | PSUS | PERSHING SQUARE USA LTD | 3.00M | $112.1M | $115.4M | 3.91% | -- | 2026-06-30 |
| 13 | MSCI | MSCI INC | 200.0K | $112.0M | $108.9M | 3.69% | -- | 2026-06-30 |
| 14 | GOOGL | ALPHABET INC | 300.0K | $107.2M | $103.5M | 3.50% | -140,000 | 2026-06-30 |
| 15 | HHH | HOWARD HUGHES HOLDINGS INC | 300.0K | $21.4M | $18.8M | 0.63% | -- | 2026-06-30 |
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