WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q3 2023
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 4.7M | $592.4M | 7.9% | $108.62 | +17.03% | 19 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 1.9M | $584.1M | 7.8% | $111.16 | +179.31% | 19 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.4M | $552M | 7.3% | $189.42 | +18.69% | 15 qtrssince 2020-Q1 | Unchanged 0 |
APPLE INC | 2.8M | $479.4M | 6.4% | $95.48 | +76.92% | 19 qtrssince 2019-Q1 | Decreased 0 |
LINDE PLC | 1.1M | $417M | 5.5% | $339.28 | +6.66% | 3 qtrssince 2023-Q1 | Unchanged 0 |
ADOBE INC | 800,000 | $407.9M | 5.4% | $427.62 | +19.24% | 15 qtrssince 2020-Q1 | Decreased 0 |
DOORDASH INC - A | 5.1M | $406.1M | 5.4% | $139.63 | -43.09% | 12 qtrssince 2020-Q4 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 760 | $403.9M | 5.4% | $301,215.00 | +76.44% | 19 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 2M | $338.9M | 4.5% | $99.93 | +56.79% | 19 qtrssince 2019-Q1 | Unchanged 0 |
ACCENTURE PLC-CL A | 1.1M | $337.8M | 4.5% | $186.61 | +59.03% | 15 qtrssince 2020-Q1 | Unchanged 0 |
JOHNSON & JOHNSON | 2.1M | $327.1M | 4.3% | $121.65 | +19.46% | 19 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 6M | $322.6M | 4.3% | $43.91 | +14.14% | 19 qtrssince 2019-Q1 | Unchanged 0 |
SERVICENOW INC | 572,495 | $320M | 4.3% | $109.61 | +1.99% | 10 qtrssince 2021-Q2 | Unchanged 0 |
ALPHABET INC-CL C | 2M | $263.7M | 3.5% | $95.40 | +37.18% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2M | $261.7M | 3.5% | $94.78 | +37.04% | 19 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 2.7M | $261.5M | 3.5% | $84.74 | +7.37% | 14 qtrssince 2020-Q2 | Increased 72 |
EDWARDS LIFESCIENCES CORP | 3.5M | $243.2M | 3.2% | $71.12 | -2.59% | 5 qtrssince 2022-Q3 | Increased 92 |
NIKE INC -CL B | 2.5M | $239.1M | 3.2% | $88.05 | +3.96% | 15 qtrssince 2020-Q1 | Increased 67 |
ALIBABA GROUP HOLDING-SP ADR | 2.7M | $237.3M | 3.2% | $173.99 | -52.65% | 19 qtrssince 2019-Q1 | Unchanged 0 |
MASTERCARD INC - A | 555,000 | $219.7M | 2.9% | $332.85 | +17.24% | 8 qtrssince 2021-Q4 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $7.5B across 23 positions as of Q3 2023. Top holdings: AMZN (7.9%), MSFT (7.8%), V (7.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Added 2 new positions, increased 3, trimmed 7. Top move: EW (INCREASED, conviction 92). Portfolio: $7.5B 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