Consulta Ltd Q1 2022 holdings

$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 BuyAMAZON COM INC$374,894
+30.0%
115,000
+32.9%
18.82%
+32.1%
V  VISA INC$359,822
+2.3%
1,622,5000.0%18.06%
+4.0%
CMCSA  COMCAST CORP NEWcl a$245,805
-7.0%
5,250,0000.0%12.34%
-5.4%
GOOGL  ALPHABET INCcap stk cl a$164,100
-4.0%
59,0000.0%8.24%
-2.4%
SQ BuyBLOCK INCcl a$135,600
+19.9%
1,000,000
+42.9%
6.81%
+21.9%
CNI  CANADIAN NATL RY CO$134,140
+9.2%
1,000,0000.0%6.73%
+11.0%
FB NewMETA PLATFORMS INCcl a$127,857575,000
+100.0%
6.42%
UNH SellUNITEDHEALTH GROUP INC$122,393
-60.9%
240,000
-61.5%
6.14%
-60.2%
HCA SellHCA HEALTHCARE INC$112,779
-37.3%
450,000
-35.7%
5.66%
-36.3%
NFLX NewNETFLIX INC$112,377300,000
+100.0%
5.64%
TMUS  T-MOBILE US INC$102,680
+10.7%
800,0000.0%5.15%
+12.5%
HLT ExitHILTON WORLDWIDE HLDGS INC$0-825,000
-100.0%
-6.35%
Signed by
  • Harry Lloyd Owen — Director

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