The Wellcome Trust Ltd.
Institutional investor · Portfolio as of Q2 2026
Top Holdings20 positions
 Visa Inc. | 2.4M | $823.4M | 9.1% | $189.07 | +123.73% | 26 qtrssince 2020-Q1 | Unchanged 0 |
 Apple Inc. | 2.8M | $810.2M | 9.0% | $45.22 | +670.65% | 30 qtrssince 2019-Q1 | Unchanged 0 |
 Amazon.com, Inc. | 3.3M | $786.5M | 8.7% | $108.29 | +150.14% | 30 qtrssince 2019-Q1 | Unchanged 0 |
 Cisco Systems, Inc. | 6M | $704.8M | 7.8% | $43.34 | +126.48% | 30 qtrssince 2019-Q1 | Unchanged 0 |
 Alphabet Inc. | 1.8M | $643.3M | 7.1% | $58.29 | +393.02% | 30 qtrssince 2019-Q1 | Unchanged 0 |
 Alphabet Inc. | 1.8M | $636M | 7.1% | $58.12 | +390.27% | 30 qtrssince 2019-Q1 | Unchanged 0 |
 Microsoft Corporation | 1.7M | $632.3M | 7.0% | $140.61 | +279.17% | 30 qtrssince 2019-Q1 | Increased 72 |
 Linde plc | 1.1M | $581.2M | 6.4% | $339.70 | +53.60% | 14 qtrssince 2023-Q1 | Unchanged 0 |
 DoorDash, Inc. | 3M | $553.6M | 6.1% | $142.09 | +25.45% | 23 qtrssince 2020-Q4 | Unchanged 0 |
 Berkshire Hathaway Inc. | 700 | $524.2M | 5.8% | — | — | 30 qtrssince 2019-Q1 | Unchanged 0 |
 Edwards Lifesciences Corporation | 4.8M | $434.2M | 4.8% | $71.42 | +45.62% | 16 qtrssince 2022-Q3 | Unchanged 0 |
 Johnson & Johnson | 1.6M | $406.4M | 4.5% | $119.67 | +134.64% | 30 qtrssince 2019-Q1 | Unchanged 0 |
 Mastercard Incorporated | 717,500 | $368.5M | 4.1% | $370.80 | +77.68% | 19 qtrssince 2021-Q4 | Increased 64 |
 Abbott Laboratories | 3.1M | $283.6M | 3.1% | $86.82 | +27.22% | 25 qtrssince 2020-Q2 | Unchanged 0 |
 PepsiCo, Inc. | 2M | $270.8M | 3.0% | $96.97 | +48.09% | 30 qtrssince 2019-Q1 | Unchanged 0 |
 ServiceNow, Inc. | 2.3M | $223.4M | 2.5% | $113.48 | -12.22% | 21 qtrssince 2021-Q2 | Unchanged 0 |
 Accenture plc | 1.1M | $136.9M | 1.5% | $181.30 | +42.59% | 26 qtrssince 2020-Q1 | Unchanged 0 |
 Nike, Inc. | 3M | $123.2M | 1.4% | $85.30 | -54.67% | 26 qtrssince 2020-Q1 | Unchanged 0 |
 Klarna Group plc | 3.2M | $63.9M | 0.7% | $36.65 | -64.15% | 4 qtrssince 2025-Q3 | Unchanged 0 |
 Neumora Therapeutics, Inc. | 3.3M | $5.6M | 0.1% | $14.11 | -96.69% | 12 qtrssince 2023-Q3 | Unchanged 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $7,999,015,807 | -3.37485002249% |
| 2025-Q2 | $8,665,060,730 | 8.32658590845% |
| 2025-Q3 | $9,184,948,715 | 5.99981928805% |
| 2025-Q4 | $9,315,050,589 | 1.41646815934% |
| 2026-Q1 | $8,094,248,900 | -13.1056903807% |
| 2026-Q2 | $9,011,871,154 | 11.3367190129% |
The Wellcome Trust Ltd. manages $9B across 20 positions as of Q2 2026. Top holdings: V (9.1%), AAPL (9.0%), AMZN (8.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Exited MDLN; increased 2, led by MSFT (+195,117 shares). Top move: MSFT (INCREASED, conviction 72). Portfolio: $9.0B across 20 positions.
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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
Verify source filings on SEC EDGAR