WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q4 2019
Top Holdings20 positions
Microsoft Corp. | 6M | $946.2M | 12.7% | $110.12 | +35.11% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc. | 3.2M | $939.7M | 12.6% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 3.3M | $705.8M | 9.5% | $173.27 | +16.70% | 4 qtrssince 2019-Q1 | Unchanged 0 |
BK OF AMERICA CORP | 20M | $704.4M | 9.4% | $23.40 | +29.66% | 4 qtrssince 2019-Q1 | Unchanged 0 |
JPMorgan Chase & Co. | 4.7M | $655.2M | 8.8% | $83.49 | +40.09% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Morgan Stanley | 8.7M | $443.2M | 5.9% | $33.99 | +23.39% | 4 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1,300 | $441.5M | 5.9% | $301,215.00 | +12.46% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Meta Platforms Inc | 1.6M | $330.2M | 4.4% | $165.59 | +22.59% | 4 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC | 9.1M | $322M | 4.3% | $27.36 | +17.40% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Cisco Systems, Inc. | 6.5M | $311.7M | 4.2% | $43.91 | -10.07% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Johnson & Johnson | 2M | $291.7M | 3.9% | $114.89 | +5.54% | 4 qtrssince 2019-Q1 | Increased 69 |
PEPSICO INC | 2.1M | $287M | 3.8% | $96.97 | +13.91% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com, Inc. | 143,000 | $264.2M | 3.5% | $89.20 | +3.58% | 4 qtrssince 2019-Q1 | Increased 63 |
Alphabet Inc. | 180,000 | $241.1M | 3.2% | $58.29 | +13.81% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc. | 180,000 | $240.7M | 3.2% | $58.12 | +13.95% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ITAU UNIBANCO HLDG S A | 12M | $109.8M | 1.5% | $4.28 | +5.65% | 4 qtrssince 2019-Q1 | Increased 58 |
VMWARE INC | 720,000 | $109.3M | 1.5% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
KARUNA THERAPEUTICS INC | 1.3M | $95M | 1.3% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
TOYOTA MOTOR CORP | 143,000 | $20.1M | 0.3% | $99.33 | +20.74% | 4 qtrssince 2019-Q1 | Unchanged 0 |
CASTLIGHT HEALTH INC | 6.6M | $8.7M | 0.1% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $7.5B across 20 positions as of Q4 2019. Top holdings: MSFT (12.7%), AAPL (12.6%), BABA (9.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Increased 3, trimmed 1. Top move: JNJ (INCREASED, conviction 69). Portfolio: $7.5B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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