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Consulta Ltd 13F annual report

Consulta Ltd is an investment fund managing more than $1.47 trillion ran by Mary Westhuizen. There are currently 14 companies in Mrs. Westhuizen’s portfolio. The largest investments include Alphabet Inc and Unitedhealth Inc, together worth $308 billion.

$1.47 trillion Assets Under Management (AUM)

As of 7th August 2024, Consulta Ltd’s top holding is 850,000 shares of Alphabet Inc currently worth over $155 billion and making up 10.5% of the portfolio value. Relative to the number of outstanding shares of Alphabet Inc, Consulta Ltd owns more than approximately 0.1% of the company. In addition, the fund holds 300,000 shares of Unitedhealth Inc worth $153 billion, whose value grew 11.1% in the past six months. The third-largest holding is Visa Inc worth $131 billion and the next is Danaher worth $125 billion, with 500,000 shares owned.

Currently, Consulta Ltd's portfolio is worth at least $1.47 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Consulta Ltd

The Consulta Ltd office and employees reside in London, United Kingdom. According to the last 13-F report filed with the SEC, Mary Westhuizen serves as the Compliance Officer at Consulta Ltd.

Recent trades

In the most recent 13F filing, Consulta Ltd revealed that it had increased its stake in Unitedhealth Inc and bought 50,000 additional shares worth around $29 million. This means they effectively own approximately 0.1% of the company. Unitedhealth Inc makes up 40.0% of the fund's Health Care sector allocation and has grown its share price by 12.4% in the past year.

On the other hand, Mary Westhuizen disclosed a decreased stake in Alphabet Inc by 0.2%. This leaves the value of the investment at $155 billion and 850,000 shares.

One of the largest hedge funds

The two most similar investment funds to Consulta Ltd are Wealthsource Partners and Strategic Blueprint. They manage $1.47 trillion and $1.47 trillion respectively.


Mary Westhuizen investment strategy

Consulta Ltd’s portfolio is diversified across 5 sectors. Currently, their heaviest sector is Health Care — making up 26.0% of the total portfolio value. The fund focuses on investments in the United States as 57.1% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 50% of the total holdings value. On the other hand, small-cap stocks make up only 7.1% of the portfolio. The average market cap of the portfolio companies is close to $553 billion.

The complete list of Consulta Ltd trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Alphabet Inc
15.00%
850,000
$154,827,500,000 10.55%
Unitedhealth Group Inc
20.00%
300,000
$152,778,000,000 10.41%
Visa Inc
No change
500,000
$131,235,000,000 8.94%
Danaher Corp.
No change
500,000
$124,925,000,000 8.51%
Microsoft Corporation
No change
259,500
$115,983,525,000 7.90%
HCA Healthcare Inc
18.75%
325,000
$104,416,000,000 7.11%
JPMorgan Chase & Co.
16.67%
500,000
$101,130,000,000 6.89%
Comcast Corp New
9.09%
2,500,000
$97,900,000,000 6.67%
Starbucks Corp.
No change
1,250,000
$97,312,500,000 6.63%
Canadian Natl Ry Co
No change
800,000
$94,504,000,000 6.44%
Lowes Cos Inc
No change
400,000
$88,184,000,000 6.01%
Canadian Pacific Kansas City
No change
1,000,000
$78,730,000,000 5.36%
Mcdonalds Corp
39.53%
300,000
$76,452,000,000 5.21%
Disney Walt Co
No change
500,000
$49,645,000,000 3.38%
No transactions found
Showing first 500 out of 14 holdings

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