Q2 2023 · 13F-HR
Consulta Ltdholdings as filed
Filed 2023-08-14 · accession 0001104659-23-091044
$1.44B
Reported value
14
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92826C839 | V | VISA INC | $166.2M | 11.6% | 700,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $149.6M | 10.4% | 1,250,000 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $144.2M | 10.0% | 300,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $120.0M | 8.34% | 500,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $114.3M | 7.94% | 2,750,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $112.8M | 7.85% | 500,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $109.1M | 7.58% | 750,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.3M | 7.11% | 300,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $88.4M | 6.14% | 259,500 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $85.6M | 5.95% | 707,250 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $83.5M | 5.80% | 275,000 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $80.8M | 5.62% | 1,000,000 | Common | SOLE |
| 03524A108 | BUD | ANHEUSER BUSCH INBEV SA/NV | $42.5M | 2.96% | 750,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $39.1M | 2.72% | 75,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.