WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q2 2022
Top Holdings24 positions
Microsoft Corp | 2.6M | $667.8M | 8.7% | $110.47 | +124.52% | 14 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 4.5M | $473.7M | 6.2% | $108.51 | -2.12% | 14 qtrssince 2019-Q1 | Increased 99 |
Visa Inc | 2.4M | $472.5M | 6.2% | $189.42 | +0.61% | 10 qtrssince 2020-Q1 | Unchanged 0 |
Apple Inc | 3.4M | $464.8M | 6.1% | $45.22 | +196.12% | 14 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 2.4M | $422.5M | 5.5% | $119.67 | +31.53% | 14 qtrssince 2019-Q1 | Unchanged 0 |
JD.com Inc | 6M | $386.9M | 5.0% | $27.36 | +120.50% | 14 qtrssince 2019-Q1 | Unchanged 0 |
PepsiCo Inc | 2.1M | $350M | 4.6% | $96.97 | +49.12% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Alibaba Group Holding Ltd | 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 Systems Inc | 900,000 | $329.5M | 4.3% | $433.43 | -14.98% | 10 qtrssince 2020-Q1 | Increased 61 |
DoorDash Inc | 5.1M | $327.9M | 4.3% | $139.63 | -51.72% | 7 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc | 145,000 | $317.2M | 4.1% | $58.12 | +86.43% | 14 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 145,000 | $316M | 4.1% | $58.29 | +85.17% | 14 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 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 | +298.84% | 14 qtrssince 2019-Q1 | Unchanged 0 |
ServiceNow Inc | 550,000 | $261.5M | 3.4% | $108.68 | -12.49% | 5 qtrssince 2021-Q2 | Increased 63 |
Cisco Systems Inc/Delaware | 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 | +132.14% | 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 Score: 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
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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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