Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $9.3B across 21 positions as of Q4 2025. Top holdings: V (9.0%), AMZN (8.2%), AAPL (8.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Increased 1. No standout high-conviction moves this quarter. Portfolio: $9.3B across 21 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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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.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile