Consulta
$2.8B 13F equity value
17 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Consulta covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ABNB | AIRBNB INC | 2,100,000 | $301M | 10.8% |
| PS | PERSHING SQUARE INC | 8,558,954 | $281M | 10.1% |
| V | VISA INC | 800,000 | $274M | 9.9% |
| AMZN | AMAZON COM INC | 1,100,000 | $262M | 9.5% |
| MSFT | MICROSOFT CORP | 700,000 | $261M | 9.4% |
| QXO | QXO INC | 12,000,000 | $207M | 7.5% |
| PGR | PROGRESSIVE CORP | 900,000 | $197M | 7.1% |
| NFLX | NETFLIX INC. | 2,550,000 | $182M | 6.6% |
| WCN | WASTE CONNECTIONS INC | 1,050,000 | $175M | 6.3% |
| HCA | HCA HEALTHCARE INC | 400,000 | $156M | 5.6% |
Track Consulta's 13F portfolio: $2.8B in reported holdings, 17 positions. Top holdings and quarterly changes on SentiSense.
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