Consulta Ltd - Q2 2022 holdings

$1.53 Billion is the total value of Consulta Ltd's 11 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 36.4% .

 Value Shares↓ Weighting
V  VISA INC$319,454,000
-11.2%
1,622,5000.0%20.83%
+15.3%
AMZN BuyAMAZON COM INC$212,420,000
-43.3%
2,000,000
+1639.1%
13.85%
-26.4%
CHTR NewCHARTER COMMUNICATIONS INC Ncl a$144,073,000307,500
+100.0%
9.39%
CMCSA SellCOMCAST CORP NEWcl a$137,340,000
-44.1%
3,500,000
-33.3%
8.95%
-27.4%
FB BuyMETA PLATFORMS INCcl a$133,031,000
+4.0%
825,000
+43.5%
8.67%
+35.2%
GOOGL  ALPHABET INCcap stk cl a$128,576,000
-21.6%
59,0000.0%8.38%
+1.8%
CNI  CANADIAN NATL RY CO$112,470,000
-16.2%
1,000,0000.0%7.33%
+8.9%
TMUS  T-MOBILE US INC$107,632,000
+4.8%
800,0000.0%7.02%
+36.2%
HCA BuyHCA HEALTHCARE INC$105,038,000
-6.9%
625,000
+38.9%
6.85%
+21.0%
UNH SellUNITEDHEALTH GROUP INC$79,613,000
-35.0%
155,000
-35.4%
5.19%
-15.5%
CP NewCANADIAN PAC RY LTD$54,126,000775,000
+100.0%
3.53%
NFLX ExitNETFLIX INC$0-300,000
-100.0%
-5.64%
SQ ExitBLOCK INCcl a$0-1,000,000
-100.0%
-6.81%
Original filings

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

  • View 13F-HR filed 2022-08-15
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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