WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q1 2019
Top Holdings19 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 6.3M | $746.9M | 12.1% | $110.82 | 0.00% | 1 qtr | New 100 |
APPLE INC | 3.2M | $614.5M | 9.9% | $45.22 | 0.00% | 1 qtr | New 100 |
ALIBABA GROUP HOLDING-SP ADR | 3.3M | $607.1M | 9.8% | $173.27 | 0.00% | 1 qtr | New 100 |
BANK OF AMERICA CORP | 20M | $551.8M | 8.9% | $23.40 | 0.00% | 1 qtr | New 100 |
JPMORGAN CHASE & CO | 4.7M | $475.8M | 7.7% | $83.49 | 0.00% | 1 qtr | New 100 |
BERKSHIRE HATHAWAY INC-CL A | 1,300 | $391.6M | 6.3% | $301,215.00 | 0.00% | 1 qtr | New 99 |
MORGAN STANLEY | 8.7M | $365.9M | 5.9% | $33.99 | 0.00% | 1 qtr | New 99 |
CISCO SYSTEMS INC | 6.5M | $350.9M | 5.7% | $43.91 | 0.00% | 1 qtr | New 99 |
JD.COM INC-ADR | 9.1M | $275.6M | 4.5% | $27.36 | 0.00% | 1 qtr | New 88 |
META PLATFORMS INC-CLASS A | 1.6M | $266.7M | 4.3% | $165.53 | 0.00% | 1 qtr | New 88 |
PEPSICO INC | 2.1M | $257.4M | 4.2% | $99.93 | 0.00% | 1 qtr | New 88 |
AMAZON.COM INC | 136,000 | $242.2M | 3.9% | $89.04 | 0.00% | 1 qtr | New 88 |
GENERAL ELECTRIC CO | 24M | $239.8M | 3.9% | — | — | — | — |
JOHNSON & JOHNSON | 1.7M | $237.6M | 3.8% | $115.59 | 0.00% | 1 qtr | New 88 |
ALPHABET INC-CL A | 180,000 | $211.8M | 3.4% | $58.40 | 0.00% | 1 qtr | New 88 |
ALPHABET INC-CL C | 180,000 | $211.2M | 3.4% | $58.23 | 0.00% | 1 qtr | New 88 |
ITAU UNIBANCO H-SPON PRF ADR | 10.2M | $89.6M | 1.4% | $4.23 | 0.00% | 1 qtr | New 71 |
CASTLIGHT HEALTH INC | 6.6M | $24.6M | 0.4% | — | — | 1 qtr | New 50 |
TOYOTA MOTOR CORP -SPON ADR | 143,000 | $16.9M | 0.3% | $99.33 | 0.00% | 1 qtr | New 50 |
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 Rating: 3.5/5.0.
Active quarter - 19 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 100). Portfolio: $6.2B across 19 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer