Consulta Ltd
Top Portfolio Positions
13 positions ·
$2,008,832,750 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
675,000 | $249,864,750 | 12.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,180,000 | $245,758,600 | 12.23% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
1,800,000 | $227,304,000 | 11.32% | |
| V |
Visa Inc.
Financial Services
|
750,000 | $226,680,000 | 11.28% | |
| QXO |
QXO, Inc.
Industrials
|
11,000,000 | $213,620,000 | 10.63% | |
| NFLX |
Netflix Inc
Communication Services
|
1,500,000 | $144,225,000 | 7.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
440,000 | $126,526,400 | 6.30% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
600,000 | $118,944,000 | 5.92% | |
| DHR |
Danaher Corp /De/
Healthcare
|
600,000 | $113,760,000 | 5.66% | |
| UNP |
Union Pacific Corp
Industrials
|
450,000 | $109,179,000 | 5.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,620,000 | 11,000,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $192,900,000 | 10,000,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $142,950,000 | 7,500,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $161,550,000 | 7,500,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $54,160,000 | 4,000,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $63,600,000 | 4,000,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $104,082,000 | 6,600,000 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||