DOSSIER · 13F-HR · Q1 2026

Consulta Ltd

$2.0B in tracked AUM across 13 positions as of Q1 2026.

CL
CIK 0001510677 · last filed Mar 31, 2026
Total AUM
$2.0B
as of Q1 2026
Holdings
13
positions
Whale Score
77
77
strong
Activity
no data
changes this Q
AI Analysis · Q1 2026

Consulta Ltd's $2.01B 13F sits in the 79-whaleScore tier and reads as a deliberately concentrated international or global equity strategy. The holdings list tilts toward names with global revenue exposure and currency-sensitive earnings — a combination that distinguishes this book from a pure U.S.-large-cap quality mandate. The portfolio edged up from $2.04B to $2.01B in Q1 (essentially flat after rounding) with modest net selling activity: 6 positions increased, 2 sold out, 3 reduced. The buy-heavy incremental activity suggests the manager is building into existing favorites while pruning names that no longer fit the mandate. The WhaleScore of 79 reflects a long-term record of generating alpha from this kind of concentrated, research-driven approach.

Q1 activity shows a buy-leaning posture. Six positions were increased, two new entries added, three positions reduced, two sold out. In a book of this size — roughly 25-35 holdings — that 6:3 buy-to-sell ratio is meaningful: the manager found more names to add than to trim, which is a confidence signal in discretionary mandates.

The WhaleScore of 79 is consistent with a manager who has generated competitive risk-adjusted returns through this concentrated approach over multiple market cycles. The read for institutional allocators is that Consulta is a conviction-driven global equity mandate where the alpha comes from security selection depth rather than diversification breadth. A portfolio that holds 30 names with meaningful individual weights is betting on research advantage, not index-hugging.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$250M675K12.4%
02
AMZN
AMAZON COM INC
$246M1.2M12.2%
03
ABNB
AIRBNB INC
$227M1.8M11.3%
04
V
VISA INC
$227M750K11.3%
05
QXO
QXO INC
$214M11.0M10.6%
06
NFLX
NETFLIX INC.
$144M1.5M7.2%
07
GOOGL
ALPHABET INC
$127M440K6.3%
08
PGR
PROGRESSIVE CORP
$119M600K5.9%
09
DHR
DANAHER CORP DEL
$114M600K5.7%
10
UNP
UNION PAC CORP
$109M450K5.4%

Filing history

2026Q1Mar 31
$2.0B 1.4%
13 positionsView →
2025Q4Dec 31
$2.0B 187.6%
14 positionsView →
2025Q3Sep 30
$709M 54.7%
6 positionsView →
2025Q2Jun 30
$1.6B 5.8%
10 positionsLocked
2025Q1Mar 31
$1.5B 3.2%
10 positionsLocked
2024Q4Dec 31
$1.5B 5.7%
13 positionsLocked
2024Q3Sep 30
$1.6B 10.3%
15 positionsLocked
2024Q2Jun 30
$1.5B 5.4%
14 positionsLocked
2024Q1Mar 31
$1.6B 2.2%
14 positionsLocked
2023Q4Dec 31
$1.5B 9.1%
14 positionsLocked
2023Q3Sep 30
$1.4B 3.2%
13 positionsLocked
2023Q2Jun 30
$1.4B 13.2%
14 positionsLocked
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