Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Consulta Ltd (CIK 1510677) reported $2.01B across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($249.9M, 12.44%), AMZN ($245.8M, 12.23%), ABNB ($227.3M, 11.32%), V ($226.7M, 11.28%), QXO ($213.6M, 10.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $249.9M | 12.44% | 675,000 | Added |
| 2 | AMZN | AMAZON COM INC | $245.8M | 12.23% | 1.2M | Hold |
| 3 | ABNB | AIRBNB INC | $227.3M | 11.32% | 1.8M | Added |
| 4 | V | VISA INC | $226.7M | 11.28% | 750,000 | Added |
| 5 | QXO | QXO INC | $213.6M | 10.63% | 11.0M | Added |
| 6 | NFLX | NETFLIX INC. | $144.2M | 7.18% | 1.5M | Added |
| 7 | GOOGL | ALPHABET INC | $126.5M | 6.30% | 440,000 | Trimmed |
| 8 | PGR | PROGRESSIVE CORP | $118.9M | 5.92% | 600,000 | Added |
| 9 | DHR | DANAHER CORP DEL | $113.8M | 5.66% | 600,000 | Hold |
| 10 | UNP | UNION PAC CORP | $109.2M | 5.43% | 450,000 | Trimmed |
| 11 | MSCI | MSCI INC | $107.8M | 5.37% | 200,000 | New |
| 12 | CP | CANADIAN PACIFIC KANSAS CITY | $106.2M | 5.29% | 1.4M | Trimmed |
| 13 | HHH | HOWARD HUGHES HOLDINGS INC | $19.0M | 0.94% | 300,000 | Hold |
| 14 | HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 15 | LIN | LINDE PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31