WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q4 2021
Top Holdings26 positions
MICROSOFT CORP | 2.8M | $941.7M | 8.9% | $110.47 | +192.72% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.2M | $747.6M | 7.1% | $45.22 | +283.54% | 12 qtrssince 2019-Q1 | Decreased 0 |
DOORDASH INC | 5M | $744.5M | 7.1% | $140.20 | +8.69% | 5 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 184,000 | $613.5M | 5.8% | $102.52 | +62.62% | 12 qtrssince 2019-Q1 | Increased 64 |
VISA INC | 2.4M | $520.1M | 4.9% | $189.42 | +10.35% | 8 qtrssince 2020-Q1 | Increased 79 |
META PLATFORMS INC | 1.5M | $504.5M | 4.8% | $165.59 | +106.52% | 12 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1,038 | $467.8M | 4.4% | $301,215.00 | +50.29% | 12 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 1.1M | $456M | 4.3% | $181.30 | +109.43% | 8 qtrssince 2020-Q1 | Unchanged 0 |
BANK OF AMER CORP | 10M | $444.9M | 4.2% | $23.40 | +71.88% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 150,000 | $434.6M | 4.1% | $58.29 | +146.16% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 150,000 | $434M | 4.1% | $58.12 | +146.62% | 12 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC | 6M | $422.2M | 4.0% | $27.36 | +133.48% | 12 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYS INC | 6.5M | $411.9M | 3.9% | $43.91 | +27.99% | 12 qtrssince 2019-Q1 | Unchanged 0 |
JOHNSON & JOHNSON | 2.4M | $407.1M | 3.9% | $119.67 | +25.14% | 12 qtrssince 2019-Q1 | Increased 62 |
JPMORGAN CHASE & CO | 2.5M | $391.1M | 3.7% | $83.49 | +70.13% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HLDG LTD | 3.1M | $365.2M | 3.5% | $173.99 | -32.87% | 12 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $364.8M | 3.5% | $96.97 | +53.35% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ADOBE INC | 620,000 | $351.6M | 3.3% | $428.78 | +33.06% | 8 qtrssince 2020-Q1 | Unchanged 0 |
NIKE INC | 2.1M | $350M | 3.3% | $86.45 | +76.24% | 8 qtrssince 2020-Q1 | Unchanged 0 |
| 1M | $349.9M | 3.3% | $268.05 | +21.64% | 4 qtrssince 2021-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $10.5B across 26 positions as of Q4 2021. Top holdings: MSFT (8.9%), AAPL (7.1%), DASH (7.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 3 new positions, exited 1, increased 3, trimmed 4. Top move: V (INCREASED, conviction 79). Portfolio: $10.5B across 26 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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