WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q3 2024
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 3.6M | $661.5M | 8.1% | $108.62 | +73.05% | 23 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 2.4M | $659.9M | 8.0% | $189.42 | +43.00% | 19 qtrssince 2020-Q1 | Unchanged 0 |
APPLE INC | 2.8M | $652.4M | 7.9% | $95.48 | +142.00% | 23 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 1.5M | $645.5M | 7.9% | $111.16 | +281.47% | 23 qtrssince 2019-Q1 | Unchanged 0 |
LINDE PLC | 1.1M | $534.1M | 6.5% | $339.28 | +39.03% | 7 qtrssince 2023-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 700 | $483.8M | 5.9% | $301,215.00 | +127.80% | 23 qtrssince 2019-Q1 | Unchanged 0 |
SERVICENOW INC | 500,000 | $447.2M | 5.4% | $109.61 | +60.90% | 14 qtrssince 2021-Q2 | Unchanged 0 |
DOORDASH INC - A | 3M | $428.2M | 5.2% | $139.63 | +1.86% | 16 qtrssince 2020-Q4 | Unchanged 0 |
ACCENTURE PLC-CL A | 1.1M | $388.8M | 4.7% | $186.61 | +84.01% | 19 qtrssince 2020-Q1 | Unchanged 0 |
ADOBE INC | 720,000 | $372.8M | 4.5% | $427.62 | +20.55% | 19 qtrssince 2020-Q1 | Unchanged 0 |
ABBOTT LABORATORIES | 3.1M | $356.3M | 4.3% | $87.36 | +25.15% | 18 qtrssince 2020-Q2 | Unchanged 0 |
PEPSICO INC | 2M | $340.1M | 4.1% | $99.93 | +62.20% | 23 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYSTEMS INC | 6M | $319.3M | 3.9% | $43.91 | +16.19% | 23 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 1.8M | $300.9M | 3.7% | $95.40 | +72.38% | 23 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 1.8M | $298.5M | 3.6% | $94.78 | +72.11% | 23 qtrssince 2019-Q1 | Unchanged 0 |
EDWARDS LIFESCIENCES CORP | 4.5M | $297M | 3.6% | $71.39 | -6.74% | 9 qtrssince 2022-Q3 | Increased 63 |
MASTERCARD INC - A | 555,000 | $274.1M | 3.3% | $332.85 | +47.04% | 12 qtrssince 2021-Q4 | Unchanged 0 |
NIKE INC -CL B | 3M | $265.2M | 3.2% | $86.70 | +0.28% | 19 qtrssince 2020-Q1 | Increased 63 |
JOHNSON & JOHNSON | 1.6M | $259.3M | 3.2% | $121.65 | +27.71% | 23 qtrssince 2019-Q1 | Unchanged 0 |
MAPLEBEAR INC | 3.6M | $144.7M | 1.8% | $29.69 | +64.63% | 5 qtrssince 2023-Q3 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $8.2B across 22 positions as of Q3 2024. Top holdings: AMZN (8.1%), V (8.0%), AAPL (7.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Added 1 new position, exited 2, increased 2. Top move: EW (INCREASED, conviction 63). Portfolio: $8.2B across 22 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