Consulta Ltd

LONDON, X0 · CIK 1510677 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2024 · corporation

As an employer

$2.8bn reported value +38.0% vs Q1 2026

15positions

82.9%in top 10

4 new 6 added 2 reduced 2 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AIRBNB INC COM CL A ABNB	ABNB	2,100,000	$300.5m10.84%	10.84%	Added +300.0k	+300,000 16.7%
2	PERSHING SQUARE INC COMMON STOCK PS	PS	8,558,954	$281.2m10.15%	10.15%	New
3	VISA INC COM CL A V	V	800,000	$274.5m9.90%	9.90%	Added +50.0k	+50,000 6.7%
4	AMAZON COM INC COM AMZN	AMZN	1,100,000	$262.2m9.46%	9.46%	Reduced -80.0k	-80,000 -6.8%
5	MICROSOFT CORP COM MSFT	MSFT	700,000	$261.1m9.42%	9.42%	Added +25.0k	+25,000 3.7%
6	QXO INC COM NEW QXO	QXO	12,000,000	$207.4m7.48%	7.48%	Added +1.0m	+1,000,000 9.1%
7	PROGRESSIVE CORP COM PGR	PGR	900,000	$196.6m7.09%	7.09%	Added +300.0k	+300,000 50.0%
8	NETFLIX INC COM NFLX	NFLX	2,550,000	$182.1m6.57%	6.57%	Added +1.1m	+1,050,000 70.0%
9	WASTE CONNECTIONS INC COM WCN	WCN	1,050,000	$175.0m6.31%	6.31%	New
10	HCA HEALTHCARE INC COM HCA	HCA	400,000	$156.0m5.63%	5.63%	New
11	UNION PAC CORP COM UNP	UNP	450,000	$122.4m4.42%	4.42%	Unchanged
12	PERSHING SQUARE USA LTD COM SHS PSUS	PSUS	3,000,000	$112.1m4.05%	4.05%	New
13	MSCI INC COM MSCI	MSCI	200,000	$112.0m4.04%	4.04%	Unchanged
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	300,000	$107.2m3.87%	3.87%	Reduced -140.0k	-140,000 -31.8%
15	HOWARD HUGHES HOLDINGS INC COM HHH	HHH	300,000	$21.4m0.77%	0.77%	Unchanged

Security	Ticker	Shares held before	Value then
DANAHER CORPORATION DHR	DHR	600,000	$113.8m600.0k shares
CANADIAN PACIFIC KANSAS CITY CP	CP	1,350,000	$106.2m1.4m shares