WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q1 2020
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HOLDING-SP ADR | 3.3M | $647.2M | 11.6% | $173.27 | +4.84% | 5 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 3.5M | $552M | 9.9% | $110.82 | +37.65% | 5 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2M | $508.6M | 9.1% | $45.22 | +35.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
JD.COM INC-ADR | 9.1M | $370.2M | 6.6% | $27.36 | +33.95% | 5 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 4M | $360.1M | 6.4% | $83.49 | -4.91% | 5 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL A | 1,300 | $353.6M | 6.3% | $301,215.00 | -9.03% | 5 qtrssince 2019-Q1 | Unchanged 0 |
BANK OF AMERICA CORP | 15.5M | $329.1M | 5.9% | $23.40 | -18.21% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 150,000 | $292.5M | 5.2% | $89.62 | +9.57% | 5 qtrssince 2019-Q1 | Increased 64 |
MORGAN STANLEY | 8M | $272M | 4.9% | $33.99 | +541.98% | 5 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2M | $262.3M | 4.7% | $116.66 | -3.09% | 5 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYSTEMS INC | 6.5M | $255.5M | 4.6% | $43.91 | -23.25% | 5 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $252.2M | 4.5% | $99.93 | +5.28% | 5 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 1.5M | $250.2M | 4.5% | $165.59 | -0.47% | 5 qtrssince 2019-Q1 | Decreased 0 |
VMWARE INC | 1.7M | $211.1M | 3.8% | — | — | 3 qtrssince 2019-Q3 | Increased 92 |
ALPHABET INC-CL C | 180,000 | $209.3M | 3.7% | $58.23 | -2.27% | 5 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 180,000 | $209.2M | 3.7% | $58.40 | -2.59% | 5 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 555,000 | $89.4M | 1.6% | $153.73 | 0.00% | 1 qtr | New 69 |
ITAU UNIBANCO H-SPON PRF ADR | 16.6M | $74.5M | 1.3% | $3.72 | -38.60% | 5 qtrssince 2019-Q1 | Increased 63 |
ACCENTURE PLC-CL A | 270,000 | $44.1M | 0.8% | $156.17 | 0.00% | 1 qtr | New 58 |
NIKE INC -CL B | 320,000 | $26.5M | 0.5% | $78.98 | 0.00% | 1 qtr | New 48 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $5.6B across 23 positions as of Q1 2020. Top holdings: BABA (11.6%), MSFT (9.9%), AAPL (9.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Added 4 new positions, exited 1, increased 3, trimmed 6. Top move: VMW (INCREASED, conviction 92). Portfolio: $5.6B across 23 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost 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