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$374,894,000
+30.0%
115,000
+32.9%
18.82%
+32.1%
V  VISA INC$359,822,000
+2.3%
1,622,5000.0%18.06%
+4.0%
CMCSA  COMCAST CORP NEWcl a$245,805,000
-7.0%
5,250,0000.0%12.34%
-5.4%
GOOGL  ALPHABET INCcap stk cl a$164,100,000
-4.0%
59,0000.0%8.24%
-2.4%
SQ BuyBLOCK INCcl a$135,600,000
+19.9%
1,000,000
+42.9%
6.81%
+21.9%
CNI  CANADIAN NATL RY CO$134,140,000
+9.2%
1,000,0000.0%6.73%
+11.0%
FB NewMETA PLATFORMS INCcl a$127,857,000575,000
+100.0%
6.42%
UNH SellUNITEDHEALTH GROUP INC$122,393,000
-60.9%
240,000
-61.5%
6.14%
-60.2%
HCA SellHCA HEALTHCARE INC$112,779,000
-37.3%
450,000
-35.7%
5.66%
-36.3%
NFLX NewNETFLIX INC$112,377,000300,000
+100.0%
5.64%
TMUS  T-MOBILE US INC$102,680,000
+10.7%
800,0000.0%5.15%
+12.5%
HLT ExitHILTON WORLDWIDE HLDGS INC$0-825,000
-100.0%
-6.35%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
COMCAST CORP NEW37Q3 202322.8%
HCA HOLDINGS INC34Q3 202316.0%
BERKSHIRE HATHAWAY INC DEL26Q3 202318.6%
ALPHABET INC26Q3 202315.1%
JPMORGAN CHASE & CO24Q3 202313.8%
VISA INC23Q3 202320.8%
HOWARD HUGHES CORP23Q3 201913.5%
THERMO FISHER SCIENTIFIC INC19Q3 20237.2%
UNITEDHEALTH GROUP INC17Q3 202316.3%
SENSATA TECHNOLOGIES HLDG NV17Q2 201716.6%

View Consulta Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Consulta Ltd's complete filings history.

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