WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q2 2022
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.6M | $667.8M | 8.7% | $111.16 | +127.54% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 4.5M | $473.7M | 6.2% | $108.92 | 0.00% | 14 qtrssince 2019-Q1 | Increased 99 |
VISA INC-CLASS A SHARES | 2.4M | $472.5M | 6.2% | $189.42 | +0.61% | 10 qtrssince 2020-Q1 | Unchanged 0 |
APPLE INC | 3.4M | $464.8M | 6.1% | $95.48 | +40.25% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.4M | $422.5M | 5.5% | $121.65 | +31.07% | 14 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC-ADR | 6M | $386.9M | 5.0% | $27.36 | +120.50% | 14 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $350M | 4.6% | $99.93 | +49.18% | 14 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 3.1M | $349.5M | 4.6% | $173.99 | -36.67% | 14 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 850 | $347.6M | 4.5% | $301,215.00 | +36.46% | 14 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 900,000 | $329.5M | 4.3% | $433.43 | -14.98% | 10 qtrssince 2020-Q1 | Increased 61 |
DOORDASH INC - A | 5.1M | $327.9M | 4.3% | $139.63 | -51.72% | 7 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL C | 145,000 | $317.2M | 4.1% | $58.23 | +91.34% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 145,000 | $316M | 4.1% | $58.40 | +89.83% | 14 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 1.1M | $305.4M | 4.0% | $186.61 | +42.08% | 10 qtrssince 2020-Q1 | Unchanged 0 |
| 1M | $290.4M | 3.8% | $268.05 | +3.74% | 6 qtrssince 2021-Q1 | Unchanged 0 | |
JPMORGAN CHASE & CO | 2.5M | $278.1M | 3.6% | $83.49 | +332.34% | 14 qtrssince 2019-Q1 | Unchanged 0 |
SERVICENOW INC | 550,000 | $261.5M | 3.4% | $110.49 | -13.51% | 5 qtrssince 2021-Q2 | Increased 63 |
CISCO SYSTEMS INC | 6M | $255.8M | 3.3% | $43.91 | -12.62% | 14 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 8M | $249M | 3.2% | $23.40 | +173.03% | 14 qtrssince 2019-Q1 | Unchanged 0 |
ABBOTT LABORATORIES | 2.1M | $226M | 2.9% | $82.88 | +20.30% | 9 qtrssince 2020-Q2 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $7.7B across 24 positions as of Q2 2022. Top holdings: MSFT (8.7%), AMZN (6.2%), V (6.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Increased 3, trimmed 8. Top move: AMZN (INCREASED, conviction 99). Portfolio: $7.7B 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