WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q3 2020
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HOLDING-SP ADR | 3.1M | $903.9M | 12.2% | $173.99 | +51.16% | 7 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 2.9M | $610M | 8.2% | $110.82 | +78.98% | 7 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 5.2M | $602.2M | 8.1% | $95.48 | +17.55% | 7 qtrssince 2019-Q1 | Increased 100 |
JD.COM INC-ADR | 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% | $89.62 | +75.45% | 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 |
META PLATFORMS INC-CLASS A | 1.5M | $392.9M | 5.3% | $165.59 | +57.00% | 7 qtrssince 2019-Q1 | Unchanged 0 |
JOHNSON & JOHNSON | 2M | $297.8M | 4.0% | $116.66 | +8.62% | 7 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $291.1M | 3.9% | $99.93 | +16.81% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ADOBE 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 -CL B | 2.1M | $263.6M | 3.6% | $87.39 | +34.37% | 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 | 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-CL A | 1.1M | $248.6M | 3.4% | $186.61 | +11.33% | 3 qtrssince 2020-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 1.1M | $225M | 3.0% | $169.38 | +13.00% | 3 qtrssince 2020-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 150,000 | $220.4M | 3.0% | $58.23 | +25.23% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 150,000 | $219.8M | 3.0% | $58.40 | +24.57% | 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 Rating: 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
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