Consulta
$2.0B Assets Reported
15 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 675,000 | $250M | 12.4% |
| AMZN | AMAZON COM INC | 1,180,000 | $246M | 12.2% |
| ABNB | AIRBNB INC | 1,800,000 | $227M | 11.3% |
| V | VISA INC | 750,000 | $227M | 11.3% |
| QXO | QXO INC | 11,000,000 | $214M | 10.6% |
| NFLX | NETFLIX INC. | 1,500,000 | $144M | 7.2% |
| GOOGL | ALPHABET INC | 440,000 | $127M | 6.3% |
| PGR | PROGRESSIVE CORP | 600,000 | $119M | 5.9% |
| DHR | DANAHER CORP DEL | 600,000 | $114M | 5.7% |
| UNP | UNION PAC CORP | 450,000 | $109M | 5.4% |
Track Consulta's 13F portfolio: $2.0B in reported holdings, 15 positions. Top holdings, AUM, and quarterly changes on SentiSense.