WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q2 2026
Top Holdings20 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VISA INC | 2.4M | $823.4M | 9.1% | $191.21 | +82.50% | 26 qtrssince 2020-Q1 | Unchanged 0 |
APPLE INC | 2.8M | $810.2M | 9.0% | $94.40 | +234.02% | 30 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON COM INC | 3.3M | $786.5M | 8.7% | $108.62 | +125.86% | 30 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYS INC | 6M | $704.8M | 7.8% | $43.91 | +176.27% | 30 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 1.8M | $643.3M | 7.1% | $94.78 | +276.87% | 30 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 1.8M | $636M | 7.1% | $95.40 | +272.14% | 30 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 1.7M | $632.3M | 7.0% | $141.30 | +172.54% | 30 qtrssince 2019-Q1 | Increased 72 |
LINDE PLC | 1.1M | $581.2M | 6.4% | $339.28 | +56.15% | 14 qtrssince 2023-Q1 | Unchanged 0 |
DOORDASH INC | 3M | $553.6M | 6.1% | $139.63 | +37.37% | 23 qtrssince 2020-Q4 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 700 | $524.2M | 5.8% | $301,215.00 | +137.80% | 30 qtrssince 2019-Q1 | Unchanged 0 |
EDWARDS LIFESCIENCES CORP | 4.8M | $434.2M | 4.8% | $71.57 | +28.84% | 16 qtrssince 2022-Q3 | Unchanged 0 |
JOHNSON & JOHNSON | 1.6M | $406.4M | 4.5% | $121.65 | +111.24% | 30 qtrssince 2019-Q1 | Unchanged 0 |
MASTERCARD INCORPORATED | 717,500 | $368.5M | 4.1% | $376.77 | +39.81% | 19 qtrssince 2021-Q4 | Increased 64 |
ABBOTT LABORATORIES | 3.1M | $283.6M | 3.1% | $87.22 | +7.69% | 25 qtrssince 2020-Q2 | Unchanged 0 |
PEPSICO INC | 2M | $270.8M | 3.0% | $99.93 | +37.48% | 30 qtrssince 2019-Q1 | Unchanged 0 |
SERVICENOW INC | 2.3M | $223.4M | 2.5% | $146.36 | -26.41% | 21 qtrssince 2021-Q2 | Unchanged 0 |
ACCENTURE PLC IRELAND | 1.1M | $136.9M | 1.5% | $186.61 | -27.53% | 26 qtrssince 2020-Q1 | Unchanged 0 |
NIKE INC | 3M | $123.2M | 1.4% | $86.70 | -48.82% | 26 qtrssince 2020-Q1 | Unchanged 0 |
KLARNA GROUP PLC | 3.2M | $63.9M | 0.7% | $38.44 | -48.96% | 4 qtrssince 2025-Q3 | Unchanged 0 |
NEUMORA THERAPEUTICS INC. | 3.3M | $5.6M | 0.1% | $14.11 | -88.09% | 12 qtrssince 2023-Q3 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $9B across 20 positions as of Q2 2026. Top holdings: V (9.1%), AAPL (9.0%), AMZN (8.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Exited 1, increased 2. Top move: MSFT (INCREASED, conviction 72). Portfolio: $9.0B across 20 positions.
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer