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Consulta Ltd

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13F filer, CIK 1510677, LONDON, United Kingdom

Consulta Ltd reported $2,771,738,728 across 15 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 82.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-096587

Period
2026-06-30
Reported value
$2.77B
Holdings
15
Top 10 weight
82.86%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PSnew+8,558,954$281M
WCNnew+1,050,000$175M
HCAnew+400,000$156M
PSUSnew+3,000,000$112M
NFLXadded+1,050,000$75M

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
DHRexited-600,000-$114M
CPexited-1,350,000-$106M
GOOGLreduced-140,000-$50M
AMZNreduced-80,000-$19.1M

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.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-096587, largest first. % of portfolio is the value over $2,771,738,728, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250,000 shares; 2025Q2: 1,500,000 shares; 2025Q3: 1,500,000 shares; 2025Q4: 1,500,000 shares; 2026Q1: 1,800,000 shares; 2026Q2: 2,100,000 shares 2,100,000$301M10.84%+300,000Timeline
PSPERSHING SQUARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,558,954 shares 8,558,954$281M10.15%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690,000 shares; 2024Q4: 625,000 shares; 2025Q1: 425,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares; 2026Q1: 750,000 shares; 2026Q2: 800,000 shares 800,000$274M9.9%+50,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800,000 shares; 2025Q4: 1,180,000 shares; 2026Q1: 1,180,000 shares; 2026Q2: 1,100,000 shares 1,100,000$262M9.46%-80,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,000 shares; 2024Q4: 375,000 shares; 2025Q1: 600,000 shares; 2025Q2: 600,000 shares; 2025Q3: 425,000 shares; 2025Q4: 480,000 shares; 2026Q1: 675,000 shares; 2026Q2: 700,000 shares 700,000$261M9.42%+25,000Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 10,000,000 shares; 2026Q1: 11,000,000 shares; 2026Q2: 12,000,000 shares 12,000,000$207M7.48%+1,000,000Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276,435 shares; 2026Q1: 600,000 shares; 2026Q2: 900,000 shares 900,000$197M7.09%+300,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750,000 shares; 2026Q1: 1,500,000 shares; 2026Q2: 2,550,000 shares 2,550,000$182M6.57%+1,050,000Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050,000 shares 1,050,000$175M6.31%newTimeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,000 shares; 2024Q4: 550,000 shares; 2025Q1: 600,000 shares; 2025Q2: 250,000 shares; 2025Q3: 150,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400,000 shares 400,000$156M5.63%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650,000 shares; 2025Q4: 650,000 shares; 2026Q1: 450,000 shares; 2026Q2: 450,000 shares 450,000$122M4.42%0Timeline
PSUSPERSHING SQUARE USA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000,000 shares 3,000,000$112M4.05%newTimeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000$112M4.04%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 800,000 shares; 2025Q2: 1,100,000 shares; 2025Q3: 800,000 shares; 2025Q4: 595,000 shares; 2026Q1: 440,000 shares; 2026Q2: 300,000 shares 300,000$107M3.87%-140,000Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,000 shares; 2025Q3: 300,000 shares; 2025Q4: 300,000 shares; 2026Q1: 300,000 shares; 2026Q2: 300,000 shares 300,000$21.4M0.77%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
DHRDANAHER CORP DEL600,000$114Mshares
CPCANADIAN PACIFIC KANSAS CITY1,350,000$106Mshares

How Q2 2026 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 0001104659-26-096587 base2026-08-14acceptance time not in the bulk data set