Skip to content
Disclosery

Consulta Ltd

Follow

13F filer, CIK 1510677, LONDON, United Kingdom

Consulta Ltd reported $1,478,305,750 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-049069

Period
2025-03-31
Reported value
$1.48B
Holdings
10
Top 10 weight
100%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ABNBnew+1,250,000$149M
MSFTadded+225,000$84.5M
DHRadded+283,200$58.1M
HLTadded+200,000$45.5M
CPadded+500,000$35.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UNHexited-275,000-$139M
MCDexited-250,000-$72.5M
Vreduced-200,000-$70.1M
BRK-Bexited-100,000-$45.3M
JPMexited-150,000-$36M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001104659-25-049069, largest first. % of portfolio is the value over $1,478,305,750, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 375,000 shares; 2025Q1: 600,000 shares 600,000$225M15.24%+225,000Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400,000 shares; 2024Q4: 2,500,000 shares; 2025Q1: 3,000,000 shares 3,000,000$211M14.25%+500,000Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,000 shares; 2024Q4: 550,000 shares; 2025Q1: 600,000 shares 600,000$207M14.02%+50,000Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,000 shares; 2024Q4: 600,000 shares; 2025Q1: 883,200 shares 883,200$181M12.25%+283,200Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250,000 shares 1,250,000$149M10.1%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,000 shares; 2024Q4: 625,000 shares; 2025Q1: 425,000 shares 425,000$149M10.08%-200,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 800,000 shares 800,000$124M8.37%-200,000Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 500,000 shares 500,000$114M7.7%+200,000Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 275,000 shares; 2025Q1: 275,000 shares 275,000$64.1M4.34%0Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600,000 shares; 2024Q4: 4,000,000 shares; 2025Q1: 4,000,000 shares 4,000,000$54.2M3.66%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC275,000$139Mshares
MCDMCDONALDS CORP250,000$72.5Mshares
BRK-BBERKSHIRE HATHAWAY INC DEL100,000$45.3Mshares
JPMJPMORGAN CHASE & CO150,000$36Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-049069 base2025-05-15acceptance time not in the bulk data set