WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q3 2020
Top Holdings23 positions
Alibaba Group Holding Ltd | 3.1M | $903.9M | 12.2% | $173.99 | +51.16% | 7 qtrssince 2019-Q1 | Increased 63 |
Microsoft Corp | 2.9M | $610M | 8.2% | $110.12 | +81.64% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc | 5.2M | $602.2M | 8.1% | $45.22 | +148.18% | 7 qtrssince 2019-Q1 | Increased 100 |
JD.com Inc | 7.5M | $582.1M | 7.9% | $27.36 | +149.27% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com Inc | 150,000 | $472.3M | 6.4% | $89.59 | +75.73% | 7 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC CL A | 1,300 | $416M | 5.6% | $301,215.00 | +4.87% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Facebook Inc | 1.5M | $392.9M | 5.3% | $165.59 | +57.00% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Johnson & Johnson | 2M | $297.8M | 4.0% | $114.89 | +9.88% | 7 qtrssince 2019-Q1 | Unchanged 0 |
PepsiCo Inc | 2.1M | $291.1M | 3.9% | $96.97 | +18.04% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Adobe Systems Inc | 544,000 | $266.8M | 3.6% | $423.66 | +15.50% | 3 qtrssince 2020-Q1 | Unchanged 0 |
Bank of America Corp | 11M | $265M | 3.6% | $23.40 | -10.51% | 7 qtrssince 2019-Q1 | Unchanged 0 |
NIKE Inc | 2.1M | $263.6M | 3.6% | $86.45 | +31.49% | 3 qtrssince 2020-Q1 | Unchanged 0 |
JPMorgan Chase & Co | 2.7M | $259.9M | 3.5% | $83.49 | -1.07% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Cisco Systems Inc/Delaware | 6.5M | $256M | 3.5% | $43.91 | -24.35% | 7 qtrssince 2019-Q1 | Unchanged 0 |
VMware Inc | 1.7M | $250.4M | 3.4% | — | — | 5 qtrssince 2019-Q3 | Unchanged 0 |
Accenture PLC | 1.1M | $248.6M | 3.4% | $186.61 | +11.33% | 3 qtrssince 2020-Q1 | Unchanged 0 |
Visa Inc | 1.1M | $225M | 3.0% | $169.38 | +13.00% | 3 qtrssince 2020-Q1 | Unchanged 0 |
Alphabet Inc | 150,000 | $220.4M | 3.0% | $58.12 | +25.25% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc | 150,000 | $219.8M | 3.0% | $58.29 | +24.53% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Abbott Laboratories | 2M | $212.2M | 2.9% | $81.42 | +19.49% | 2 qtrssince 2020-Q2 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $7.4B across 23 positions as of Q3 2020. Top holdings: BABA (12.2%), MSFT (8.2%), AAPL (8.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Increased 2. Top move: AAPL (INCREASED, conviction 100). Portfolio: $7.4B across 23 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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