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Consulta Ltd
kapitalforvalter · portefølje $2.77 mia. · 15 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 17
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Airbnb Inc US:ABNB | 2 100 000 | $301 mio. | 10.84% | +300 000 |
| Pershing Square Inc. US:PS | 8 558 954 | $281 mio. | 10.15% | ny |
| Visa Inc. Class A US:V | 800 000 | $274 mio. | 9.90% | +50 000 |
| Amazon.com, Inc. US:AMZN | 1 100 000 | $262 mio. | 9.46% | −80 000 |
| Microsoft Corporation US:MSFT | 700 000 | $261 mio. | 9.42% | +25 000 |
| QXO, Inc. US:QXO | 12 000 000 | $207 mio. | 7.48% | +1 000 000 |
| Progressive Corp US:PGR | 900 000 | $197 mio. | 7.09% | +300 000 |
| Netflix Inc US:NFLX | 2 550 000 | $182 mio. | 6.57% | +1 050 000 |
| Waste Connections Inc US:WCN | 1 050 000 | $175 mio. | 6.31% | ny |
| HCA Healthcare, Inc. US:HCA | 400 000 | $156 mio. | 5.63% | ny |
| Union Pacific Corporation US:UNP | 450 000 | $122 mio. | 4.42% | — |
| Pershing Square USA, Ltd. US:PSUS | 3 000 000 | $112 mio. | 4.05% | ny |
| MSCI Inc US:MSCI | 200 000 | $112 mio. | 4.04% | — |
| Alphabet Inc. US:GOOGL | 300 000 | $107 mio. | 3.87% | −140 000 |
| Howard Hughes Holdings Inc. US:HHH | 300 000 | $21.4 mio. | 0.77% | — |
| Canadian Pacific Kansas City… US:CP | 0 (var 1 350 000) | — | — | solgt |
| Danaher Corporation US:DHR | 0 (var 600 000) | — | — | solgt |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Pershing Square USA, Ltd. | 0% | 3 000 000 | 2026-06-30 |
annonce