WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q2 2020
Top Holdings23 positions
ALIBABA GROUP HLDG LTD | 3.1M | $657.9M | 10.0% | $173.27 | +17.85% | 6 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.9M | $590.2M | 9.0% | $110.12 | +75.32% | 6 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.3M | $474.2M | 7.2% | $45.22 | +95.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
JD.COM INC | 7.5M | $451.4M | 6.9% | $27.36 | +97.59% | 6 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 150,000 | $413.8M | 6.3% | $89.59 | +53.97% | 6 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1,300 | $347.5M | 5.3% | $301,215.00 | -11.95% | 6 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC | 1.5M | $340.6M | 5.2% | $165.59 | +32.32% | 6 qtrssince 2019-Q1 | Unchanged 0 |
Cisco Systems, Inc. | 6.5M | $303.2M | 4.6% | $43.91 | -11.32% | 6 qtrssince 2019-Q1 | Unchanged 0 |
Johnson & Johnson | 2M | $281.3M | 4.3% | $114.89 | +3.11% | 6 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $277.7M | 4.2% | $96.97 | +11.84% | 6 qtrssince 2019-Q1 | Unchanged 0 |
VMWARE INC | 1.7M | $269.9M | 4.1% | — | — | 4 qtrssince 2019-Q3 | Unchanged 0 |
BK OF AMERICA CORP | 11M | $261.3M | 4.0% | $23.40 | -12.56% | 6 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 2.7M | $254M | 3.9% | $83.49 | -4.43% | 6 qtrssince 2019-Q1 | Decreased 0 |
Adobe Inc | 544,000 | $236.8M | 3.6% | $423.66 | +0.13% | 2 qtrssince 2020-Q1 | Increased 92 |
Accenture PLC | 1.1M | $236.2M | 3.6% | $186.61 | +5.31% | 2 qtrssince 2020-Q1 | Increased 92 |
VISA INC | 1.1M | $217.3M | 3.3% | $169.38 | +9.00% | 2 qtrssince 2020-Q1 | Increased 92 |
Alphabet Inc. | 150,000 | $212.7M | 3.2% | $58.29 | +20.49% | 6 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 150,000 | $212M | 3.2% | $58.12 | +20.48% | 6 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 2.1M | $205.9M | 3.1% | $86.45 | +2.47% | 2 qtrssince 2020-Q1 | Increased 92 |
Abbott Laboratories | 2M | $178.3M | 2.7% | $81.42 | 0.00% | 1 qtr | New 80 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $6.6B across 23 positions as of Q2 2020. Top holdings: BABA (10.0%), MSFT (9.0%), AAPL (7.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Added 1 new position, exited 1, increased 5, trimmed 8. Top move: ADBE (INCREASED, conviction 92). Portfolio: $6.6B 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
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