Consulta Ltd Q2 2021 holdings

$2.12 Billion is the total value of Consulta Ltd's 10 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 11.1% .

 Value Shares↓ Weighting
AMZN BuyAMAZON COM INC$344,016
+23.5%
100,000
+11.1%
16.21%
+13.0%
UNH SellUNITEDHEALTH GROUP INC$330,363
+4.5%
825,000
-2.9%
15.56%
-4.5%
V SellVISA INC$292,275
+6.2%
1,250,000
-3.8%
13.77%
-2.9%
GOOGL  ALPHABET INCcap stk cl a$274,701
+18.4%
112,5000.0%12.94%
+8.3%
CMCSA  COMCAST CORP NEWcl a$228,080
+5.4%
4,000,0000.0%10.75%
-3.6%
HCA SellHCA HEALTHCARE INC$191,235
-15.4%
925,000
-22.9%
9.01%
-22.6%
TMUS BuyT-MOBILE US INC$144,830
+36.0%
1,000,000
+17.6%
6.82%
+24.4%
HLT  HILTON WORLDWIDE HLDGS INC$114,589
-0.2%
950,0000.0%5.40%
-8.8%
JPM SellJPMORGAN CHASE & CO$111,600
-36.3%
717,500
-37.6%
5.26%
-41.7%
SQ NewSQUARE INCcl a$90,816372,500
+100.0%
4.28%
Signed by
  • Harry Lloyd Owen — Director

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