$1.99 Billion is the total value of Consulta Ltd's 11 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $374,894 | +30.0% | 115,000 | +32.9% | 18.82% | +32.1% |
| V | VISA INC | $359,822 | +2.3% | 1,622,500 | 0.0% | 18.06% | +4.0% | |
| CMCSA | COMCAST CORP NEWcl a | $245,805 | -7.0% | 5,250,000 | 0.0% | 12.34% | -5.4% | |
| GOOGL | ALPHABET INCcap stk cl a | $164,100 | -4.0% | 59,000 | 0.0% | 8.24% | -2.4% | |
| SQ | Buy | BLOCK INCcl a | $135,600 | +19.9% | 1,000,000 | +42.9% | 6.81% | +21.9% |
| CNI | CANADIAN NATL RY CO | $134,140 | +9.2% | 1,000,000 | 0.0% | 6.73% | +11.0% | |
| FB | New | META PLATFORMS INCcl a | $127,857 | – | 575,000 | +100.0% | 6.42% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC | $122,393 | -60.9% | 240,000 | -61.5% | 6.14% | -60.2% |
| HCA | Sell | HCA HEALTHCARE INC | $112,779 | -37.3% | 450,000 | -35.7% | 5.66% | -36.3% |
| NFLX | New | NETFLIX INC | $112,377 | – | 300,000 | +100.0% | 5.64% | – |
| TMUS | T-MOBILE US INC | $102,680 | +10.7% | 800,000 | 0.0% | 5.15% | +12.5% | |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -825,000 | -100.0% | -6.35% | – |
Source
Signed by
- Harry Lloyd Owen — Director
- Consulta Ltd holdings (13F-HR)
- Consulta Ltd ownership history
- Consulta Ltd portfolio value
- Consulta Ltd filings
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