WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q4 2022
Top Holdings22 positions
Microsoft Corp | 2.5M | $587.6M | 8.7% | $110.47 | +110.68% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 2.4M | $498.6M | 7.4% | $189.42 | +6.59% | 12 qtrssince 2020-Q1 | Unchanged 0 |
Apple Inc | 3.3M | $428.8M | 6.3% | $45.22 | +182.27% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Johnson & Johnson | 2.4M | $420.4M | 6.2% | $119.67 | +32.62% | 16 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC CL A | 850 | $398.4M | 5.9% | $301,215.00 | +55.61% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com Inc | 4.5M | $374.6M | 5.5% | $108.51 | -22.59% | 16 qtrssince 2019-Q1 | Unchanged 0 |
| 1.1M | $365.3M | 5.4% | $267.10 | +81.10% | 8 qtrssince 2021-Q1 | Unchanged 0 | |
PepsiCo Inc | 2M | $361.3M | 5.3% | $96.97 | +63.75% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Adobe Systems Inc | 935,000 | $314.7M | 4.7% | $427.62 | -21.30% | 12 qtrssince 2020-Q1 | Unchanged 0 |
JD.com Inc | 5.6M | $312.4M | 4.6% | $27.36 | +90.86% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Accenture PLC | 1.1M | $293.5M | 4.3% | $186.61 | +36.58% | 12 qtrssince 2020-Q1 | Unchanged 0 |
Cisco Systems Inc/Delaware | 6M | $285.8M | 4.2% | $43.91 | -1.14% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Alibaba Group Holding Ltd | 3.1M | $270.8M | 4.0% | $173.99 | -51.92% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc | 2.9M | $257.3M | 3.8% | $58.12 | +51.25% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc | 2.9M | $255.9M | 3.8% | $58.29 | +49.94% | 16 qtrssince 2019-Q1 | Unchanged 0 |
DoorDash Inc | 5.1M | $249.5M | 3.7% | $139.63 | -65.04% | 9 qtrssince 2020-Q4 | Unchanged 0 |
NIKE Inc | 2.1M | $245.7M | 3.6% | $86.45 | +25.06% | 12 qtrssince 2020-Q1 | Unchanged 0 |
Abbott Laboratories | 2.1M | $228.4M | 3.4% | $82.88 | +22.68% | 11 qtrssince 2020-Q2 | Unchanged 0 |
ServiceNow Inc | 550,000 | $213.5M | 3.2% | $108.68 | -28.55% | 7 qtrssince 2021-Q2 | Unchanged 0 |
Mastercard Inc | 555,000 | $193M | 2.9% | $328.73 | +3.43% | 5 qtrssince 2021-Q4 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $6.8B across 22 positions as of Q4 2022. Top holdings: MSFT (8.7%), V (7.4%), AAPL (6.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Increased 1. No standout high-conviction moves this quarter. Portfolio: $6.8B 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
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