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CONSULTA LTD

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LONDON X0 Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Consulta LTD is based out of London. Consulta LTD is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $1,518,695,130 in managed 13F securities and a top 10 holdings concentration of 83.74%. Consulta LTD's largest holding is Alphabet Inc. Class A with shares held of 1,250,000. Whalewisdom has at least 57 13F filings

2023-12-31

Top Buys (13F)

Name % Change
SBUX Starbucks Corp. 3.16%
HCA HCA Healthcare Inc 2.73%
TMO Thermo Fisher Scient 1.64%

2023-12-31

Top Sells (13F)

Name % Change
UNH UnitedHealth Group I 3.18%
DHR Danaher Corp. 1.3%
V VISA Inc 1.28%
JPM JPMorgan Chase & Co. 1.09%

2023-12-31

13F Holdings Summary

Name $ Change
GOOGL Alphabet Inc. Class 11.5%
UNH UnitedHealth Group I 10.4%
V VISA Inc 10.29%
HCA HCA Healthcare Inc 8.91%
CMCSA Comcast Corp. Class 7.94%

2023-12-31

13F Activity

Market Value $1.52b, Prior: $1.39b
New Purchases 1 stocks
Added To 2 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks
Top 10 Holdings % 83.74%
Turnover %[1] 7.14%
Turnover Alt %[2] 5.44%
Time Held Top 20 11.5 quarters
Time Held Top 10 9.7 quarters
Time Held All 11.5 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance