WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q3 2019
Top Holdings20 positions
MICROSOFT CORP | 6M | $834.2M | 13.2% | $110.12 | +18.71% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.2M | $724.5M | 11.5% | $45.22 | +18.81% | 3 qtrssince 2019-Q1 | Unchanged 0 |
BANK AMERICA CORP | 20M | $583.4M | 9.2% | $23.40 | +7.65% | 3 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HLDG LTD | 3.3M | $556.5M | 8.8% | $173.27 | -9.03% | 3 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 4.7M | $553.1M | 8.8% | $83.49 | +18.01% | 3 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1,300 | $405.4M | 6.4% | $301,215.00 | +3.40% | 3 qtrssince 2019-Q1 | Unchanged 0 |
MORGAN STANLEY | 8.7M | $369.9M | 5.9% | $33.99 | +2.97% | 3 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYS INC | 6.5M | $321.2M | 5.1% | $43.91 | -8.40% | 3 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $287.9M | 4.6% | $96.97 | +13.47% | 3 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC | 1.6M | $286.5M | 4.5% | $165.59 | +6.21% | 3 qtrssince 2019-Q1 | Increased 60 |
JD.COM INC | 9.1M | $257.8M | 4.1% | $27.36 | -7.75% | 3 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON COM INC | 136,000 | $236.1M | 3.7% | $89.04 | -2.52% | 3 qtrssince 2019-Q1 | Unchanged 0 |
JOHNSON & JOHNSON | 1.7M | $219.9M | 3.5% | $113.77 | -6.12% | 3 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 180,000 | $219.8M | 3.5% | $58.29 | +3.76% | 3 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 180,000 | $219.4M | 3.5% | $58.12 | +3.89% | 3 qtrssince 2019-Q1 | Unchanged 0 |
VMWARE INC | 720,000 | $108M | 1.7% | — | — | 1 qtr | New 72 |
ITAU UNIBANCO HLDG S A | 10.2M | $85.5M | 1.4% | $4.23 | -2.14% | 3 qtrssince 2019-Q1 | Unchanged 0 |
KARUNA THERAPEUTICS INC | 1.3M | $20.6M | 0.3% | — | — | 1 qtr | New 50 |
TOYOTA MOTOR CORP | 143,000 | $19.2M | 0.3% | $99.33 | +17.01% | 3 qtrssince 2019-Q1 | Unchanged 0 |
CASTLIGHT HEALTH INC | 6.6M | $9.3M | 0.1% | — | — | 3 qtrssince 2019-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $6.3B across 20 positions as of Q3 2019. Top holdings: MSFT (13.2%), AAPL (11.5%), BAC (9.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 2 new positions, exited 1, increased 1, trimmed 1. Top move: VMW (NEW, conviction 72). Portfolio: $6.3B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR