Mary van der Westhuizen

Consulta Ltd

Assets Managed

$2.009B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 6d ago

Growth Rate

-1.42%(2Q avg: 7.22%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Consulta Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.

Assets under management

The assets under management (AUM) of Consulta Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.009B in assets, with a quarterly growth rate of -1.42% and a 2-quarter average growth rate of 7.22%. The portfolio is managed by Mary van der Westhuizen, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity Increased 40.63%	12.44%	$249.865M 675,000 shares@ $370.17 avg price	Increased 40.63%
AMZN Amazon.com Inc Recent Activity	12.24%	$245.759M 1.18M shares@ $208.27 avg price
ABNB Airbnb Inc-class A Recent Activity Increased 20%	11.32%	$227.304M 1.8M shares@ $126.28 avg price	Increased 20%
V Visa Inc-class A Shares Recent Activity Increased 50%	11.29%	$226.68M 750,000 shares@ $302.24 avg price	Increased 50%
QXO Qxo Inc Recent Activity Increased 10%	10.64%	$213.62M 11M shares@ $19.42 avg price	Increased 10%
NFLX Netflix Inc Recent Activity Increased 100%	7.18%	$144.225M 1.5M shares@ $96.15 avg price	Increased 100%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -26.05%	6.3%	$126.526M 440,000 shares@ $287.56 avg price	Decreased -26.05%
PGR Progressive Corp Recent Activity Increased 117.05%	5.93%	$118.944M 600,000 shares@ $198.24 avg price	Increased 117.05%
DHR Danaher Corp Recent Activity	5.67%	$113.76M 600,000 shares@ $189.6 avg price
UNP Union Pacific Corp Recent Activity Decreased -30.76%	5.44%	$109.179M 450,000 shares@ $242.62 avg price	Decreased -30.76%

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