Consulta Ltd
SEC Form 13F institutional filer · CIK 0001510677
13F-HR · 10 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.67B
Top-10 concentration
100.0%
Consulta Ltd — $1.67B AUM allocation strategy
Consulta Ltd files SEC Form 13F and reports $1.67B of long US equity value across 10 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 28.3%, followed by Financials 27.2% and Communication Services 16.2%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Consulta Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.67B
total across 10 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +750K sh · +$73.9M+$PGR +324K sh · +$56M+$ABNB +300K sh · +$23.7M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software15.0%—
- Broadline Retail14.7%—
- Hotels, Resorts & Cruise Lines13.6%—
- Transaction & Payment Processing Services13.6%—
- Movies & Entertainment8.6%—
- Interactive Media & Services7.6%—
- Property & Casualty Insurance7.1%—
- Life Sciences Tools & Services6.8%—
- Other holdings13.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 675K | $250M | +195K | 15.0% |
| $AMZN | Amazon.com Inc | 1.18M | $246M | +0 | 14.7% |
| $ABNB | Airbnb Inc | 1.8M | $227M | +300K | 13.6% |
| $V | Visa Inc | 750K | $227M | +250K | 13.6% |
| $NFLX | Netflix Inc | 1.5M | $144M | +750K | 8.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 440K | $127M | -155K | 7.6% |
| $PGR | Progressive Corporation | 600K | $119M | +324K | 7.1% |
| $DHR | Danaher Corporation | 600K | $114M | +0 | 6.8% |
| $UNP | Union Pacific Corporation | 450K | $109M | -200K | 6.5% |
| $MSCI | MSCI Inc | 200K | $108M | — | 6.5% |
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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