Skip to content
Disclosery

Consulta Ltd

Follow

13F filer, CIK 1510677, LONDON, United Kingdom

Consulta Ltd reported $1,758,855,750 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 94.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-112022

Period
2025-09-30
Reported value
$1.76B
Holdings
12
Top 10 weight
94.96%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+800,000$176M
UNPnew+650,000$154M
LOWadded+125,000$31.4M

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
MSFTreduced-175,000-$90.6M
GOOGLreduced-300,000-$72.9M
HCAreduced-100,000-$42.6M
CPreduced-250,000-$18.6M

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, Q3 2025

Share positions as resolved from 13F-HR 0001104659-25-112022, largest first. % of portfolio is the value over $1,758,855,750, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 375,000 shares; 2025Q1: 600,000 shares; 2025Q2: 600,000 shares; 2025Q3: 425,000 shares 425,000$220M12.52%-175,000Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,000 shares; 2024Q4: 600,000 shares; 2025Q1: 883,200 shares; 2025Q2: 1,100,000 shares; 2025Q3: 1,100,000 shares 1,100,000$218M12.4%0Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400,000 shares; 2024Q4: 2,500,000 shares; 2025Q1: 3,000,000 shares; 2025Q2: 3,000,000 shares; 2025Q3: 2,750,000 shares 2,750,000$205M11.65%-250,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 800,000 shares; 2025Q2: 1,100,000 shares; 2025Q3: 800,000 shares 800,000$194M11.06%-300,000Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250,000 shares; 2025Q2: 1,500,000 shares; 2025Q3: 1,500,000 shares 1,500,000$182M10.36%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800,000 shares 800,000$176M9.99%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650,000 shares 650,000$154M8.74%newTimeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600,000 shares; 2024Q4: 4,000,000 shares; 2025Q1: 4,000,000 shares; 2025Q2: 7,500,000 shares; 2025Q3: 7,500,000 shares 7,500,000$143M8.13%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 275,000 shares; 2025Q1: 275,000 shares; 2025Q2: 275,000 shares; 2025Q3: 400,000 shares 400,000$101M5.72%+125,000Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 500,000 shares; 2025Q2: 300,000 shares; 2025Q3: 300,000 shares 300,000$77.8M4.43%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,000 shares; 2024Q4: 550,000 shares; 2025Q1: 600,000 shares; 2025Q2: 250,000 shares; 2025Q3: 150,000 shares 150,000$63.9M3.63%-100,000Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,000 shares; 2025Q3: 300,000 shares 300,000$24.7M1.4%0Timeline

How Q3 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 0001104659-25-112022 base2025-11-14acceptance time not in the bulk data set