WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q2 2019
Top Holdings19 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 6.3M | $848.4M | 13.2% | $110.82 | +14.00% | 2 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 3.2M | $640.3M | 9.9% | $45.22 | +4.60% | 2 qtrssince 2019-Q1 | Unchanged 0 |
BANK OF AMERICA CORP | 20M | $580M | 9.0% | $23.40 | +5.68% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 3.3M | $563.9M | 8.8% | $173.27 | -7.12% | 2 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 4.7M | $525.5M | 8.2% | $83.49 | +11.29% | 2 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 1,300 | $413.9M | 6.4% | $301,215.00 | +5.69% | 2 qtrssince 2019-Q1 | Unchanged 0 |
MORGAN STANLEY | 8.7M | $379.8M | 5.9% | $33.99 | +4.47% | 2 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYSTEMS INC | 6.5M | $355.7M | 5.5% | $43.91 | +2.00% | 2 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 1.6M | $308.8M | 4.8% | $165.53 | +15.79% | 2 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC-ADR | 9.1M | $276.8M | 4.3% | $27.36 | +0.48% | 2 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $275.4M | 4.3% | $99.93 | +7.78% | 2 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 136,000 | $257.5M | 4.0% | $89.04 | +6.33% | 2 qtrssince 2019-Q1 | Unchanged 0 |
GENERAL ELECTRIC CO | 24M | $252M | 3.9% | — | — | — | — |
JOHNSON & JOHNSON | 1.7M | $236.8M | 3.7% | $115.59 | +0.32% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 180,000 | $194.9M | 3.0% | $58.40 | -8.00% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 180,000 | $194.6M | 3.0% | $58.23 | -7.88% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ITAU UNIBANCO H-SPON PRF ADR | 10.2M | $95.8M | 1.5% | $4.23 | +7.07% | 2 qtrssince 2019-Q1 | Increased 50 |
CASTLIGHT HEALTH INC | 6.6M | $21.2M | 0.3% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
TOYOTA MOTOR CORP -SPON ADR | 143,000 | $17.7M | 0.3% | $99.33 | +5.05% | 2 qtrssince 2019-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $6.4B across 19 positions as of Q2 2019. Top holdings: MSFT (13.2%), AAPL (9.9%), BAC (9.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Increased 2. Top move: MSFT (INCREASED, conviction 64). Portfolio: $6.4B across 19 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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