Consulta Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Consulta Ltd reported 15 stock positions worth $1.6 billion. Its top holding was Visa Class A (V) at 11.7% of the portfolio, followed by Alphabet Class A (GOOGL, 11.3%) and Unitedhealth (UNH, 9.9%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 4 and reduced 6. The biggest buy was a new position in Qxo (QXO) and the biggest sale an exit from Comcast Class A (CMCSA).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001510677
- Portfolio Value
- $1.6B (Q3 2024)
- SEC Filing
- 0001104659-24-118425 ↗ filed Nov 14, 2024
Holdings Value
Holdings 15 stocks · $1.6B
| V Visa Inc. Class A | 11.71% | 690,000 | $189.7M | Add +38.0% |
| GOOGL Alphabet Inc. Class A | 11.26% | 1,100,000 | $182.4M | Add +29.4% |
| UNH Unitedhealth Group Inc. | 9.93% | 275,000 | $160.8M | Reduce -8.3% |
| DHR Danaher Corp. | 8.58% | 500,000 | $139.0M | No change |
| MSFT Microsoft Corp. | 7.97% | 300,000 | $129.1M | Add +15.6% |
| CP Canadian Pacific Kansas City | 7.39% | 1,400,000 | $119.8M | Add +40.0% |
| HCA HCA Healthcare Inc. | 6.90% | 275,000 | $111.8M | Reduce -15.4% |
| QXO Qxo Inc. | 6.43% | 6,600,000 | $104.1M | New |
| LOW Lowe's Cos Inc. | 5.43% | 325,000 | $88.0M | Reduce -18.8% |
| CNI Canadian Natl Railway Co. | 5.06% | 700,000 | $82.0M | Reduce -12.5% |
| MCD McDonald's Corp. | 4.70% | 250,000 | $76.1M | Reduce -16.7% |
| JPM JPMorgan Chase & Co. | 4.56% | 350,000 | $73.8M | Reduce -30.0% |
| HLT Hilton Worldwide Holdings Inc. | 4.27% | 300,000 | $69.2M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.97% | 500,000 | $48.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.84% | 100,000 | $46.0M | New |
Portfolio Sells Q2 2024 → Q3 2024
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −6.67 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −6.63 |
| JPM JPMorgan Chase & Co. | Reduce -30.0% | 4.56% | −2.33 |
| CNI Canadian Natl Railway Co. | Reduce -12.5% | 5.06% | −1.38 |
| LOW Lowe's Cos Inc. | Reduce -18.8% | 5.43% | −0.57 |
| MCD McDonald's Corp. | Reduce -16.7% | 4.70% | −0.51 |
| UNH Unitedhealth Group Inc. | Reduce -8.3% | 9.93% | −0.48 |
| HCA HCA Healthcare Inc. | Reduce -15.4% | 6.90% | −0.21 |
Portfolio Buys Q2 2024 → Q3 2024
| QXO Qxo Inc. | New | 6.43% | +6.43 |
| HLT Hilton Worldwide Holdings Inc. | New | 4.27% | +4.27 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 2.84% | +2.84 |
| V Visa Inc. Class A | Add +38.0% | 11.71% | +2.77 |
| CP Canadian Pacific Kansas City | Add +40.0% | 7.39% | +2.03 |
| GOOGL Alphabet Inc. Class A | Add +29.4% | 11.26% | +0.72 |
| MSFT Microsoft Corp. | Add +15.6% | 7.97% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $2.8B | ABNB, PS, V, AMZN, MSFT |
| Q1 2026 | 13 | $2.0B | MSFT, AMZN, ABNB, V, QXO |
| Q4 2025 | 14 | $2.0B | AMZN, MSFT, ABNB, QXO, GOOGL |
| Q3 2025 | 12 | $1.8B | MSFT, DHR, CP, GOOGL, ABNB |
| Q2 2025 | 10 | $1.6B | MSFT, CP, DHR, ABNB, GOOGL |
| Q1 2025 | 10 | $1.5B | MSFT, CP, HCA, DHR, ABNB |
| Q4 2024 | 13 | $1.5B | V, GOOGL, CP, HCA, MSFT |
| Q3 2024 | 15 | $1.6B | V, GOOGL, UNH, DHR, MSFT |
| Q2 2024 | 14 | $1.5B | GOOGL, UNH, V, DHR, MSFT |
| Q1 2024 | 14 | $1.6B | GOOGL, V, HCA, DHR, UNH |