WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q2 2021
Top Holdings24 positions
DoorDash Inc | 7.3M | $1.3B | 12.4% | $140.20 | +31.18% | 3 qtrssince 2020-Q4 | Decreased 0 |
Microsoft Corp | 2.9M | $788M | 7.5% | $110.47 | +134.90% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Alibaba Group Holding Ltd | 3.1M | $697.2M | 6.6% | $173.99 | +25.24% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com Inc | 177,312 | $610M | 5.8% | $100.14 | +71.77% | 10 qtrssince 2019-Q1 | Increased 64 |
Apple Inc | 4.4M | $602.6M | 5.7% | $45.22 | +194.95% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Facebook Inc | 1.5M | $521.6M | 5.0% | $165.59 | +111.04% | 10 qtrssince 2019-Q1 | Unchanged 0 |
JD.com Inc | 6M | $480.9M | 4.6% | $27.36 | +164.51% | 10 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC CL A | 1,115 | $466.7M | 4.5% | $301,215.00 | +38.44% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Bank of America Corp | 10M | $412.3M | 3.9% | $23.40 | +56.28% | 10 qtrssince 2019-Q1 | Unchanged 0 |
JPMorgan Chase & Co | 2.5M | $384.2M | 3.7% | $83.49 | +63.54% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 1.6M | $376.5M | 3.6% | $179.60 | +25.18% | 6 qtrssince 2020-Q1 | Unchanged 0 |
Alphabet Inc | 150,000 | $375.9M | 3.6% | $58.12 | +113.61% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc | 150,000 | $366.3M | 3.5% | $58.29 | +107.48% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Johnson & Johnson | 2.2M | $365.7M | 3.5% | $117.50 | +21.22% | 10 qtrssince 2019-Q1 | Unchanged 0 |
Adobe Systems Inc | 620,000 | $363.1M | 3.5% | $428.78 | +37.77% | 6 qtrssince 2020-Q1 | Unchanged 0 |
Cisco Systems Inc/Delaware | 6.5M | $344.5M | 3.3% | $43.91 | +5.01% | 10 qtrssince 2019-Q1 | Unchanged 0 |
NIKE Inc | 2.1M | $324.4M | 3.1% | $86.45 | +62.80% | 6 qtrssince 2020-Q1 | Unchanged 0 |
Accenture PLC | 1.1M | $324.3M | 3.1% | $186.61 | +48.82% | 6 qtrssince 2020-Q1 | Unchanged 0 |
PepsiCo Inc | 2.1M | $311.2M | 3.0% | $96.97 | +29.04% | 10 qtrssince 2019-Q1 | Unchanged 0 |
| 1M | $292M | 2.8% | $268.05 | +1.89% | 2 qtrssince 2021-Q1 | Increased 86 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $10.5B across 24 positions as of Q2 2021. Top holdings: DASH (12.4%), MSFT (7.5%), BABA (6.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Added 1 new position, exited 2, increased 4, trimmed 1. Top move: LIN (INCREASED, conviction 86). Portfolio: $10.5B across 24 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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