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Consulta Ltd

Q2 2025 · Filed 2025-08-14
Market Value
$1.3B
+4.6%
Holdings
10
-3
New Purchases
1
Added To
4
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QXO 12.18% 4.27% +7.91% $162M
GOOGL 14.61% 9.76% +4.85% $194M
MSFT 22.50% 17.77% +4.73% $298M
ABNB 14.96% 11.78% +3.18% $199M
DHR 16.38% 14.28% +2.10% $217M
HHH 1.53% 0.00% +1.53% $20M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
V 0.00% 11.75% -11.75% $0
HCA 7.22% 16.36% -9.14% $96M
HLT 6.02% 8.98% -2.95% $80M
LOW 4.60% 5.06% -0.46% $61M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $492M 37.1%
Large Cap 6 $814M 61.4%
Mid Cap 1 $20M 1.5%

Portfolio Analytics

Avg Market Cap
$886.9B
Median Market Cap
$103.9B
Avg P/E
28.5
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.19
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 22.50% 600,000 $298M $497.41 $73M
2 DHR 16.38% 1,100,000 $217M $197.54 $36M +216,800 +24.6%
3 ABNB 14.96% 1,500,000 $199M $132.34 $49M +250,000 +20.0%
4 GOOGL 14.61% 1,100,000 $194M $176.23 $70M +300,000 +37.5%
5 QXO 12.18% 7,500,000 $162M $21.54 $107M +3,500,000 +87.5%
6 HCA 7.22% 250,000 $96M $383.10 -$112M -350,000 -58.3%
7 HLT 6.02% 300,000 $80M $266.34 -$34M -200,000 -40.0%
8 LOW 4.60% 275,000 $61M $221.87 -$3M
9 HHH 1.53% 300,000 $20M $67.50 +300,000 NEW
10 V —% -$149M -425,000 -100.0% SOLD

New Positions

SymbolValue% Port
HHH $20M 1.53%

Sold Out Positions

SymbolValue% Port
V —%
View SEC EDGAR Filings for Consulta Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms