WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q1 2019
Top Holdings19 positions
MICROSOFT CORP | 6.3M | $746.9M | 12.1% | $110.12 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 3.2M | $614.5M | 9.9% | $45.22 | 0.00% | 1 qtr | First report 0 |
ALIBABA GROUP HOLDING LTD | 3.3M | $607.1M | 9.8% | $173.27 | 0.00% | 1 qtr | First report 0 |
BANK OF AMERICA CORP | 20M | $551.8M | 8.9% | $23.40 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 4.7M | $475.8M | 7.7% | $83.49 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC DEL | 1,300 | $391.6M | 6.3% | $301,215.00 | 0.00% | 1 qtr | First report 0 |
MORGAN STANLEY | 8.7M | $365.9M | 5.9% | $33.99 | 0.00% | 1 qtr | First report 0 |
CISCO SYSTEMS INC | 6.5M | $350.9M | 5.7% | $43.91 | 0.00% | 1 qtr | First report 0 |
JD.COM INC-ADR | 9.1M | $275.6M | 4.5% | $27.36 | 0.00% | 1 qtr | First report 0 |
FACEBOOK INC-CLASS A | 1.6M | $266.7M | 4.3% | $165.53 | 0.00% | 1 qtr | First report 0 |
PEPSICO INC | 2.1M | $257.4M | 4.2% | $96.97 | 0.00% | 1 qtr | First report 0 |
AMAZON.COM INC | 136,000 | $242.2M | 3.9% | $89.04 | 0.00% | 1 qtr | First report 0 |
GENERAL ELECTRIC CO | 24M | $239.8M | 3.9% | $48.28 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 1.7M | $237.6M | 3.8% | $113.77 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC-CL A | 180,000 | $211.8M | 3.4% | $58.29 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC-CL C | 180,000 | $211.2M | 3.4% | $58.12 | 0.00% | 1 qtr | First report 0 |
ITAU UNIBANCO HLDG SA | 10.2M | $89.6M | 1.4% | $4.23 | 0.00% | 1 qtr | First report 0 |
CASTLIGHT HEALTH INC | 6.6M | $24.6M | 0.4% | — | — | 1 qtr | First report 0 |
TOYOTA MOTOR CORP | 143,000 | $16.9M | 0.3% | $99.33 | 0.00% | 1 qtr | First report 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $6.2B across 19 positions as of Q1 2019. Top holdings: MSFT (12.1%), AAPL (9.9%), BABA (9.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
First quarter we have for this fund: 19 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $6.2B across 19 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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