Q1 2024 · 13F-HR
Consulta Ltdholdings as filed
Filed 2024-05-15 · accession 0001104659-24-061684
$1.55B
Reported value
14
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $150.9M | 9.72% | 1,000,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $139.5M | 8.99% | 500,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $133.4M | 8.59% | 400,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $124.9M | 8.04% | 500,000 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $123.7M | 7.97% | 250,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $120.2M | 7.74% | 600,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $119.2M | 7.68% | 2,750,000 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $114.2M | 7.36% | 1,250,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $109.2M | 7.03% | 259,500 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $105.4M | 6.79% | 800,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $101.9M | 6.56% | 400,000 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $88.2M | 5.68% | 1,000,000 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $61.2M | 3.94% | 500,000 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $60.6M | 3.90% | 215,000 | 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.