Consulta Ltd
LONDON X0 · SEC CIK 0001510677
$27.72亿2026Q2 申报市值
15持仓数
82.9%前十大占比 · 第一大 10.8%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PS 新建仓+$2.81亿
WCN 新建仓+$1.75亿
HCA 新建仓+$1.56亿
PSUS 新建仓+$1.12亿
NFLX 加仓+$7,497.00万
2026Q2 卖出最多 按季末市值估算
DHR 清仓-$1.14亿
CP 清仓-$1.06亿
GOOGL 减仓-$5,003.18万
AMZN 减仓-$1,906.72万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -600,000 | -100.0% | -$1.14亿 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -1,350,000 | -100.0% | -$1.06亿 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $2,144.70万 | 0.77% | 300,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1.07亿 | 3.87% | 300,000 | -140,000 | -31.8% | -$5,003.18万 | 减仓 |
| MSCI | MSCI INC | $1.12亿 | 4.04% | 200,000 | 0 | 0.0% | — | 不变 |
| PSUS | PERSHING SQUARE USA LTD | $1.12亿 | 4.05% | 3,000,000 | 3,000,000 | — | $1.12亿 | 新建仓 |
| UNP | UNION PAC CORP | $1.22亿 | 4.42% | 450,000 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.56亿 | 5.63% | 400,000 | 400,000 | — | $1.56亿 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $1.75亿 | 6.31% | 1,050,000 | 1,050,000 | — | $1.75亿 | 新建仓 |
| NFLX | NETFLIX INC. | $1.82亿 | 6.57% | 2,550,000 | 1,050,000 | 70.0% | $7,497.00万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1.97亿 | 7.09% | 900,000 | 300,000 | 50.0% | $6,553.50万 | 加仓 |
| QXO | QXO INC | $2.07亿 | 7.48% | 12,000,000 | 1,000,000 | 9.1% | $1,728.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.61亿 | 9.42% | 700,000 | 25,000 | 3.7% | $932.55万 | 加仓 |
| AMZN | AMAZON COM INC | $2.62亿 | 9.46% | 1,100,000 | -80,000 | -6.8% | -$1,906.72万 | 减仓 |
| V | VISA INC | $2.74亿 | 9.90% | 800,000 | 50,000 | 6.7% | $1,715.45万 | 加仓 |
| PS | PERSHING SQUARE INC | $2.81亿 | 10.15% | 8,558,954 | 8,558,954 | — | $2.81亿 | 新建仓 |
| ABNB | AIRBNB INC | $3.01亿 | 10.84% | 2,100,000 | 300,000 | 16.7% | $4,293.00万 | 加仓 |