Consu as of March 31, 2026
Portfolio Holdings for Consu
Consu holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.4 | $250M | 675k | 370.17 | |
| Amazon (AMZN) | 12.2 | $246M | 1.2M | 208.27 | |
| Airbnb Com Cl A (ABNB) | 11.3 | $227M | 1.8M | 126.28 | |
| Visa Com Cl A (V) | 11.3 | $227M | 750k | 302.24 | |
| Qxo Com New (QXO) | 10.6 | $214M | 11M | 19.42 | |
| Netflix (NFLX) | 7.2 | $144M | 1.5M | 96.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $127M | 440k | 287.56 | |
| Progressive Corporation (PGR) | 5.9 | $119M | 600k | 198.24 | |
| Danaher Corporation (DHR) | 5.7 | $114M | 600k | 189.60 | |
| Union Pacific Corporation (UNP) | 5.4 | $109M | 450k | 242.62 | |
| Msci (MSCI) | 5.4 | $108M | 200k | 539.01 | |
| Canadian Pacific Kansas City (CP) | 5.3 | $106M | 1.4M | 78.66 | |
| Howard Hughes Holdings (HHH) | 0.9 | $19M | 300k | 63.26 |
