WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q2 2023
Top Holdings21 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $681.1M | 9.0% | $111.16 | +195.76% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 4.7M | $607.5M | 8.0% | $108.62 | +17.75% | 18 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 2.4M | $570M | 7.5% | $189.42 | +22.32% | 14 qtrssince 2020-Q1 | Unchanged 0 |
APPLE INC | 2.9M | $562.5M | 7.4% | $95.48 | +100.17% | 18 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 935,000 | $457.2M | 6.0% | $427.62 | +13.13% | 14 qtrssince 2020-Q1 | Unchanged 0 |
LINDE PLC | 1.1M | $426.8M | 5.6% | $339.28 | +8.26% | 2 qtrssince 2023-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 800 | $414.2M | 5.5% | $301,215.00 | +70.06% | 18 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.4M | $393.9M | 5.2% | $121.65 | +24.95% | 18 qtrssince 2019-Q1 | Unchanged 0 |
DOORDASH INC - A | 5.1M | $390.5M | 5.1% | $139.63 | -45.97% | 11 qtrssince 2020-Q4 | Unchanged 0 |
PEPSICO INC | 2M | $370.4M | 4.9% | $99.93 | +68.96% | 18 qtrssince 2019-Q1 | Unchanged 0 |
ACCENTURE PLC-CL A | 1.1M | $339.4M | 4.5% | $186.61 | +59.09% | 14 qtrssince 2020-Q1 | Unchanged 0 |
SERVICENOW INC | 572,495 | $321.7M | 4.2% | $109.61 | +0.01% | 9 qtrssince 2021-Q2 | Unchanged 0 |
CISCO SYSTEMS INC | 6M | $310.4M | 4.1% | $43.91 | +7.93% | 18 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 2.5M | $302.4M | 4.0% | $95.40 | +24.86% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.5M | $299.3M | 3.9% | $94.78 | +24.73% | 18 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 2.1M | $231.8M | 3.1% | $87.39 | +23.78% | 14 qtrssince 2020-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 2.7M | $228M | 3.0% | $173.99 | -54.39% | 18 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 2.1M | $226.8M | 3.0% | $82.88 | +22.98% | 13 qtrssince 2020-Q2 | Unchanged 0 |
MASTERCARD INC - A | 555,000 | $218.3M | 2.9% | $332.85 | +14.64% | 7 qtrssince 2021-Q4 | Unchanged 0 |
JD.COM INC-ADR | 5.3M | $180.9M | 2.4% | $27.36 | +17.40% | 18 qtrssince 2019-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $7.6B across 21 positions as of Q2 2023. Top holdings: MSFT (9.0%), AMZN (8.0%), V (7.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Trimmed 6. No standout high-conviction moves this quarter. Portfolio: $7.6B across 21 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