WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q4 2020
Top Holdings24 positions
DOORDASH INC CL A | 12.9M | $1.8B | 18.8% | $140.20 | 0.00% | 1 qtr | New 99 |
ALIBABA GROUP HLDG LTD | 3.1M | $715.5M | 7.3% | $173.99 | +30.12% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc. | 5.2M | $690M | 7.1% | $45.22 | +184.85% | 8 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC | 7.5M | $659.3M | 6.7% | $27.36 | +196.89% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Microsoft Corp. | 2.9M | $645M | 6.6% | $110.12 | +92.58% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com, Inc. | 150,000 | $488.5M | 5.0% | $89.59 | +81.77% | 8 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1,300 | $452.2M | 4.6% | $301,215.00 | +14.57% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Meta Platforms Inc | 1.5M | $409.7M | 4.2% | $165.59 | +63.04% | 8 qtrssince 2019-Q1 | Unchanged 0 |
JPMorgan Chase & Co. | 2.7M | $343.1M | 3.5% | $83.49 | +31.29% | 8 qtrssince 2019-Q1 | Unchanged 0 |
BK OF AMERICA CORP | 11M | $333.4M | 3.4% | $23.40 | +13.55% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Johnson & Johnson | 2M | $314.8M | 3.2% | $114.89 | +16.97% | 8 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $311.4M | 3.2% | $96.97 | +27.20% | 8 qtrssince 2019-Q1 | Unchanged 0 |
NIKE INC | 2.1M | $297.1M | 3.0% | $86.45 | +48.47% | 4 qtrssince 2020-Q1 | Unchanged 0 |
Cisco Systems, Inc. | 6.5M | $290.9M | 3.0% | $43.91 | -13.05% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Accenture PLC | 1.1M | $287.3M | 2.9% | $186.61 | +28.46% | 4 qtrssince 2020-Q1 | Unchanged 0 |
Adobe Inc | 544,000 | $272.1M | 2.8% | $423.66 | +17.42% | 4 qtrssince 2020-Q1 | Unchanged 0 |
Alphabet Inc. | 150,000 | $262.9M | 2.7% | $58.29 | +48.92% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc. | 150,000 | $262.8M | 2.7% | $58.12 | +49.31% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 1.1M | $246.1M | 2.5% | $169.38 | +23.79% | 4 qtrssince 2020-Q1 | Unchanged 0 |
VMWARE INC | 1.7M | $244.5M | 2.5% | — | — | 6 qtrssince 2019-Q3 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $9.8B across 24 positions as of Q4 2020. Top holdings: DASH (18.8%), BABA (7.3%), AAPL (7.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Added 1 new position. Top move: DASH (NEW, conviction 99). Portfolio: $9.8B 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
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