WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q4 2023
Top Holdings23 positions
Amazon.com Inc | 4.7M | $708M | 8.8% | $108.29 | +40.31% | 20 qtrssince 2019-Q1 | Unchanged 0 |
Microsoft Corp | 1.9M | $695.7M | 8.6% | $110.47 | +233.28% | 20 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 2.4M | $624.8M | 7.7% | $189.42 | +34.63% | 16 qtrssince 2020-Q1 | Unchanged 0 |
Apple Inc | 2.8M | $539.1M | 6.7% | $45.22 | +320.61% | 20 qtrssince 2019-Q1 | Unchanged 0 |
Linde PLC | 1.1M | $460M | 5.7% | $339.28 | +18.01% | 4 qtrssince 2023-Q1 | Unchanged 0 |
Adobe Systems Inc | 720,000 | $429.6M | 5.3% | $427.62 | +39.52% | 16 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC CL A | 760 | $412.4M | 5.1% | $301,215.00 | +80.15% | 20 qtrssince 2019-Q1 | Unchanged 0 |
ServiceNow Inc | 572,495 | $404.5M | 5.0% | $108.06 | +30.76% | 11 qtrssince 2021-Q2 | Unchanged 0 |
Accenture PLC | 1.1M | $386M | 4.8% | $186.61 | +82.47% | 16 qtrssince 2020-Q1 | Unchanged 0 |
Abbott Laboratories | 3.1M | $344M | 4.3% | $87.36 | +19.02% | 15 qtrssince 2020-Q2 | Increased 67 |
PepsiCo Inc | 2M | $339.7M | 4.2% | $96.97 | +58.36% | 20 qtrssince 2019-Q1 | Unchanged 0 |
DoorDash Inc | 3.3M | $326.3M | 4.0% | $139.63 | -29.18% | 13 qtrssince 2020-Q4 | Decreased 0 |
Edwards Lifesciences Corp | 4.1M | $312.6M | 3.9% | $71.76 | +6.25% | 6 qtrssince 2022-Q3 | Increased 67 |
Cisco Systems Inc/Delaware | 6M | $303.1M | 3.8% | $43.91 | +8.04% | 20 qtrssince 2019-Q1 | Unchanged 0 |
NIKE Inc | 2.5M | $271.4M | 3.4% | $86.88 | +16.94% | 16 qtrssince 2020-Q1 | Unchanged 0 |
Johnson & Johnson | 1.7M | $266.5M | 3.3% | $119.67 | +21.24% | 20 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 1.8M | $253.7M | 3.1% | $58.12 | +140.23% | 20 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 1.8M | $251.4M | 3.1% | $58.29 | +137.39% | 20 qtrssince 2019-Q1 | Decreased 0 |
Mastercard Inc | 555,000 | $236.7M | 2.9% | $328.73 | +27.64% | 9 qtrssince 2021-Q4 | Unchanged 0 |
Alibaba Group Holding Ltd | 2.7M | $212.1M | 2.6% | $173.99 | -57.12% | 20 qtrssince 2019-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $8.1B across 23 positions as of Q4 2023. Top holdings: AMZN (8.8%), MSFT (8.6%), V (7.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Increased 2, trimmed 6. Top move: ABT (INCREASED, conviction 67). Portfolio: $8.1B across 23 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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