Consulta Ltd: 13F holdings
CIK 15106772026Q2
| Positions | 15 |
|---|
| Reported value | $2.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 15 (+2 vs prior quarter) |
|---|
| Reported value | $2.8bn (+38.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ABNB AIRBNB INC | 2,100,000 | $300.5m | 10.8% |
| PERSHING SQUARE INC | 8,558,954 | $281.2m | 10.1% |
| V VISA INC | 800,000 | $274.5m | 9.9% |
| AMZN AMAZON COM INC | 1,100,000 | $262.2m | 9.5% |
| MSFT MICROSOFT CORP | 700,000 | $261.1m | 9.4% |
| QXO QXO INC | 12,000,000 | $207.4m | 7.5% |
| PGR PROGRESSIVE CORP | 900,000 | $196.6m | 7.1% |
| NFLX NETFLIX INC. | 2,550,000 | $182.1m | 6.6% |
| WCN WASTE CONNECTIONS INC | 1,050,000 | $175.0m | 6.3% |
| HCA HCA HEALTHCARE INC | 400,000 | $156.0m | 5.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1510677")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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