WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q3 2021
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 5.3M | $1.1B | 10.7% | $140.20 | +46.81% | 4 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 2.9M | $820M | 8.1% | $111.16 | +146.75% | 11 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 4.4M | $622.6M | 6.2% | $95.48 | +44.54% | 11 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 180,000 | $591.3M | 5.8% | $100.91 | +63.57% | 11 qtrssince 2019-Q1 | Increased 63 |
META PLATFORMS INC-CLASS A | 1.5M | $509.1M | 5.0% | $165.59 | +103.67% | 11 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 1,115 | $458.7M | 4.5% | $301,215.00 | +38.49% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 3.1M | $455.2M | 4.5% | $173.99 | -19.44% | 11 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC-ADR | 6M | $435.2M | 4.3% | $27.36 | +137.54% | 11 qtrssince 2019-Q1 | Unchanged 0 |
BANK OF AMERICA CORP | 10M | $424.5M | 4.2% | $23.40 | +65.47% | 11 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 2.5M | $404.3M | 4.0% | $83.49 | +77.09% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 150,000 | $401M | 4.0% | $58.40 | +128.34% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 150,000 | $399.8M | 4.0% | $58.23 | +129.30% | 11 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 1.7M | $372M | 3.7% | $180.85 | +18.59% | 7 qtrssince 2020-Q1 | Increased 60 |
JOHNSON & JOHNSON | 2.2M | $358.5M | 3.5% | $119.37 | +21.42% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ADOBE INC | 620,000 | $356.9M | 3.5% | $428.78 | +34.73% | 7 qtrssince 2020-Q1 | Unchanged 0 |
CISCO SYSTEMS INC | 6.5M | $353.8M | 3.5% | $43.91 | +10.86% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ACCENTURE PLC-CL A | 1.1M | $351.9M | 3.5% | $186.61 | +62.89% | 7 qtrssince 2020-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $315.9M | 3.1% | $99.93 | +33.54% | 11 qtrssince 2019-Q1 | Unchanged 0 |
NIKE INC -CL B | 2.1M | $305M | 3.0% | $87.39 | +56.49% | 7 qtrssince 2020-Q1 | Unchanged 0 |
| 1M | $296.3M | 2.9% | $268.05 | +5.32% | 3 qtrssince 2021-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $10.1B across 24 positions as of Q3 2021. Top holdings: DASH (10.7%), MSFT (8.1%), AAPL (6.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Increased 3, trimmed 1. Top move: AMZN (INCREASED, conviction 63). Portfolio: $10.1B across 24 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