Q2 2024 · 13F-HR
Consulta Ltdholdings as filed
Filed 2024-08-14 · accession 0001104659-24-089383
$1.47B
Reported value
14
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $154.8M | 10.5% | 850,000 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $152.8M | 10.4% | 300,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $131.2M | 8.94% | 500,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $124.9M | 8.51% | 500,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $116.0M | 7.90% | 259,500 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $104.4M | 7.11% | 325,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $101.1M | 6.89% | 500,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $97.9M | 6.67% | 2,500,000 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $97.3M | 6.63% | 1,250,000 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $94.5M | 6.44% | 800,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $88.2M | 6.01% | 400,000 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $78.7M | 5.36% | 1,000,000 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $76.5M | 5.21% | 300,000 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $49.6M | 3.38% | 500,000 | 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.