WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q4 2021
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.8M | $941.7M | 8.9% | $111.16 | +195.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.2M | $747.6M | 7.1% | $95.48 | +81.66% | 12 qtrssince 2019-Q1 | Decreased 0 |
DOORDASH INC - A | 5M | $744.5M | 7.1% | $140.20 | +8.69% | 5 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 184,000 | $613.5M | 5.8% | $102.38 | +64.72% | 12 qtrssince 2019-Q1 | Increased 64 |
VISA INC-CLASS A SHARES | 2.4M | $520.1M | 4.9% | $189.42 | +10.35% | 8 qtrssince 2020-Q1 | Increased 79 |
META PLATFORMS INC-CLASS A | 1.5M | $504.5M | 4.8% | $165.59 | +106.52% | 12 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 1,038 | $467.8M | 4.4% | $301,215.00 | +50.29% | 12 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 1.1M | $456M | 4.3% | $186.61 | +108.97% | 8 qtrssince 2020-Q1 | Unchanged 0 |
BANK OF AMERICA CORP | 10M | $444.9M | 4.2% | $23.40 | +71.88% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 150,000 | $434.6M | 4.1% | $58.40 | +148.46% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 150,000 | $434M | 4.1% | $58.23 | +148.88% | 12 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC-ADR | 6M | $422.2M | 4.0% | $27.36 | +133.48% | 12 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYSTEMS 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% | $121.65 | +25.98% | 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 HOLDING-SP ADR | 3.1M | $365.2M | 3.5% | $173.99 | -32.87% | 12 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2.1M | $364.8M | 3.5% | $99.93 | +52.43% | 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 -CL B | 2.1M | $350M | 3.3% | $87.39 | +79.82% | 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 Rating: 3.5/5.0.
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
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