Q1 2025 · 13F-HR
Consulta Ltdholdings as filed
Filed 2025-05-15 · accession 0001104659-25-049069
$1.48B
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $225.2M | 15.2% | 600,000 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $210.6M | 14.2% | 3,000,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $207.3M | 14.0% | 600,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $181.1M | 12.2% | 883,200 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $149.3M | 10.1% | 1,250,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $148.9M | 10.1% | 425,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $123.7M | 8.37% | 800,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $113.8M | 7.70% | 500,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $64.1M | 4.34% | 275,000 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $54.2M | 3.66% | 4,000,000 | 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.