$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 | Buy | AMAZON COM INC | $344,016 | +23.5% | 100,000 | +11.1% | 16.21% | +13.0% |
UNH | Sell | UNITEDHEALTH GROUP INC | $330,363 | +4.5% | 825,000 | -2.9% | 15.56% | -4.5% |
V | Sell | VISA INC | $292,275 | +6.2% | 1,250,000 | -3.8% | 13.77% | -2.9% |
GOOGL | ALPHABET INCcap stk cl a | $274,701 | +18.4% | 112,500 | 0.0% | 12.94% | +8.3% | |
CMCSA | COMCAST CORP NEWcl a | $228,080 | +5.4% | 4,000,000 | 0.0% | 10.75% | -3.6% | |
HCA | Sell | HCA HEALTHCARE INC | $191,235 | -15.4% | 925,000 | -22.9% | 9.01% | -22.6% |
TMUS | Buy | T-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% | 950,000 | 0.0% | 5.40% | -8.8% | |
JPM | Sell | JPMORGAN CHASE & CO | $111,600 | -36.3% | 717,500 | -37.6% | 5.26% | -41.7% |
SQ | New | SQUARE INCcl a | $90,816 | – | 372,500 | +100.0% | 4.28% | – |
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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