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C
Consulta Portfolio holdings
AUM
$2.77B
1-Year Est. Return
3.62%
This Fund
S&P 500
This Quarter
Est. Return
+4.75%
1 Year Est. Return
+3.62%
3 Year Est. Return
+30.69%
5 Year Est. Return
+30.14%
10 Year Est. Return
+206.35%
AUM
$2.77B
AUM Growth
+$763M
(+38%)
Cap. Flow
+$715M
Cap. Flow
% of AUM
25.79%
Top 10 Holdings %
Top 10 Hldgs %
82.86%
Holding
17
New
4
Increased
6
Reduced
2
Closed
2
Avg Time Held
5.3
quarters
Top 10 Avg Time Held
3.2
quarters
Top 20 Avg Time Held
5.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PS
Pershing Square
PS
|
+$312M |
| 2 |
HCA Healthcare
HCA
|
+$169M |
| 3 |
WCN
Waste Connections
WCN
|
+$166M |
| 4 |
PSUS
Pershing Square USA
PSUS
|
+$120M |
| 5 |
Netflix
NFLX
|
+$92.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$114M |
| 2 |
Canadian Pacific Kansas City
CP
|
+$106M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$50.4M |
| 4 |
Amazon
AMZN
|
+$20.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 31.18% |
| 2 | Consumer Discretionary | 20.3% |
| 3 | Industrials | 18.21% |
| 4 | Communication Services | 10.44% |
| 5 | Technology | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Airbnb
ABNB
$94.7B
| $301M | 10.84% |
2,100,000
+300,000
| +17% | +$40.9M |
2025 Q1
5 quarters
|
|
|
PS
2
Pershing Square
PS
$23.5B
| $281M | 10.15% |
+8,558,954
| New | +$312M |
2026 Q2
0 quarters
|
|
3
Visa
V
$699B
| $274M | 9.9% |
800,000
+50,000
| +7% | +$16.1M |
2025 Q4
2 quarters
|
|
|
4
Amazon
AMZN
$2.8T
| $262M | 9.46% |
1,100,000
-80,000
| -7% | -$20.1M |
2025 Q3
3 quarters
|
|
5
Microsoft
MSFT
$3.93T
| $261M | 9.42% |
700,000
+25,000
| +4% | +$10.1M |
2022 Q3
15 quarters
|
|
|
QXO
6
QXO Inc
QXO
$11.7B
| $207M | 7.48% |
12,000,000
+1,000,000
| +9% | +$18.6M |
2024 Q3
7 quarters
|
|
7
Progressive
PGR
$124B
| $197M | 7.09% |
900,000
+300,000
| +50% | +$60.5M |
2025 Q4
2 quarters
|
|
|
8
Netflix
NFLX
$290B
| $182M | 6.57% |
2,550,000
+1,050,000
| +70% | +$92.5M |
2025 Q4
2 quarters
|
|
|
WCN
9
Waste Connections
WCN
$39B
| $175M | 6.31% |
+1,050,000
| New | +$166M |
2026 Q2
0 quarters
|
|
|
10
HCA Healthcare
HCA
$95.1B
| $156M | 5.63% |
+400,000
| New | +$169M |
2026 Q2
0 quarters
|
|
11
Union Pacific
UNP
$163B
| $122M | 4.42% |
450,000
| – | – |
2025 Q3
3 quarters
|
|
|
PSUS
12
Pershing Square USA
PSUS
| $112M | 4.05% |
+3,000,000
| New | +$120M |
2026 Q2
0 quarters
|
|
13
MSCI
MSCI
$40.4B
| $112M | 4.04% |
200,000
| – | – |
2026 Q1
1 quarter
|
|
|
14
Alphabet (Google) Class A
GOOGL
$4.29T
| $107M | 3.87% |
300,000
-140,000
| -32% | -$50.4M |
2017 Q2
36 quarters
|
|
15
Howard Hughes
HHH
$4.29B
| $21.4M | 0.77% |
300,000
| – | – |
2025 Q2
4 quarters
|
|
|
16
Canadian Pacific Kansas City
CP
$73.5B
| – | – |
-1,350,000
| Closed | -$106M | – |
|
|
17
Danaher
DHR
$154B
| – | – |
-600,000
| Closed | -$114M | – |
|
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Consulta's Q2 2026 Portfolio in Review
As of Q2 2026, Consulta held 17 positions worth $2.77B, up 38% from $2.01B the previous quarter. Its ten largest holdings account for 83% of the portfolio.
Consulta deployed $715M of net new capital in Q2 2026, opening 4 new positions and adding to 6 existing holdings. Its largest new stake was Pershing Square: 8,558,954 shares worth $281M.
By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 23% a quarter earlier, followed by Consumer Discretionary and Industrials.
On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $50.4M trimmed.
- Consulta's largest Q2 2026 buy was Pershing Square: 8,558,954 shares worth $281M.
- Consulta added most to Netflix in Q2 2026, an estimated $92.5M increase.
- Consulta's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $50.4M.
- Consulta fully exited Danaher in Q2 2026, selling an estimated $114M.
- Consulta's ten largest holdings make up 83% of its $2.77B portfolio in Q2 2026.
- Consulta opened 4 new positions and closed 2 in Q2 2026.
- Consulta's portfolio value rose 38% quarter-over-quarter to $2.77B.
Based on Consulta's 13F filing for Q2 2026, filed 14 Aug 2026.