WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q3 2021
Top Holdings24 positions
DOORDASH INC | 5.3M | $1.1B | 10.7% | $140.20 | +46.81% | 4 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 2.9M | $820M | 8.1% | $110.47 | +144.92% | 11 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 4.4M | $622.6M | 6.2% | $45.22 | +205.19% | 11 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON COM INC | 180,000 | $591.3M | 5.8% | $101.09 | +62.47% | 11 qtrssince 2019-Q1 | Increased 63 |
META PLATFORMS INC | 1.5M | $509.1M | 5.0% | $165.59 | +103.67% | 11 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1,115 | $458.7M | 4.5% | $301,215.00 | +38.49% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HLDG LTD | 3.1M | $455.2M | 4.5% | $173.99 | -19.44% | 11 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC | 6M | $435.2M | 4.3% | $27.36 | +137.54% | 11 qtrssince 2019-Q1 | Unchanged 0 |
BANK OF AMER 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 | 150,000 | $401M | 4.0% | $58.29 | +127.17% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 150,000 | $399.8M | 4.0% | $58.12 | +127.16% | 11 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC | 1.7M | $372M | 3.7% | $180.85 | +18.59% | 7 qtrssince 2020-Q1 | Increased 60 |
JOHNSON & JOHNSON | 2.2M | $358.5M | 3.5% | $117.50 | +19.54% | 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 SYS INC | 6.5M | $353.8M | 3.5% | $43.91 | +10.86% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ACCENTURE PLC IRELAND | 1.1M | $351.9M | 3.5% | $181.30 | +61.15% | 7 qtrssince 2020-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $315.9M | 3.1% | $96.97 | +31.89% | 11 qtrssince 2019-Q1 | Unchanged 0 |
NIKE INC | 2.1M | $305M | 3.0% | $86.45 | +53.29% | 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 Score: 4/5.0.
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
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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