WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q4 2024
Top Holdings21 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VISA INC-CLASS A SHARES | 2.4M | $758.5M | 9.2% | $189.42 | +64.68% | 20 qtrssince 2020-Q1 | Unchanged 0 |
AMAZON.COM INC | 3.3M | $724M | 8.7% | $108.62 | +103.73% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.8M | $701.2M | 8.5% | $95.48 | +160.38% | 24 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 1.5M | $632.3M | 7.6% | $111.16 | +279.38% | 24 qtrssince 2019-Q1 | Unchanged 0 |
DOORDASH INC - A | 3M | $503.3M | 6.1% | $139.63 | +21.46% | 17 qtrssince 2020-Q4 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 700 | $476.6M | 5.8% | $301,215.00 | +125.13% | 24 qtrssince 2019-Q1 | Unchanged 0 |
LINDE PLC | 1.1M | $468.9M | 5.7% | $339.28 | +21.47% | 8 qtrssince 2023-Q1 | Unchanged 0 |
SERVICENOW INC | 425,000 | $450.6M | 5.4% | $109.61 | +94.83% | 15 qtrssince 2021-Q2 | Decreased 0 |
ACCENTURE PLC-CL A | 1.1M | $387M | 4.7% | $186.61 | +86.23% | 20 qtrssince 2020-Q1 | Unchanged 0 |
EDWARDS LIFESCIENCES CORP | 4.8M | $355.3M | 4.3% | $71.57 | +3.73% | 10 qtrssince 2022-Q3 | Increased 62 |
CISCO SYSTEMS INC | 6M | $355.2M | 4.3% | $43.91 | +30.70% | 24 qtrssince 2019-Q1 | Unchanged 0 |
ABBOTT LABORATORIES | 3.1M | $353.5M | 4.3% | $87.36 | +24.75% | 19 qtrssince 2020-Q2 | Unchanged 0 |
ALPHABET INC-CL C | 1.8M | $342.8M | 4.1% | $95.40 | +101.19% | 24 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 1.8M | $340.7M | 4.1% | $94.78 | +100.99% | 24 qtrssince 2019-Q1 | Unchanged 0 |
ADOBE INC | 720,000 | $320.2M | 3.9% | $427.62 | +4.25% | 20 qtrssince 2020-Q1 | Unchanged 0 |
PEPSICO INC | 2M | $304.1M | 3.7% | $99.93 | +45.99% | 24 qtrssince 2019-Q1 | Unchanged 0 |
MASTERCARD INC - A | 555,000 | $292.2M | 3.5% | $332.85 | +56.76% | 13 qtrssince 2021-Q4 | Unchanged 0 |
JOHNSON & JOHNSON | 1.6M | $231.4M | 2.8% | $121.65 | +14.33% | 24 qtrssince 2019-Q1 | Unchanged 0 |
NIKE INC -CL B | 3M | $227M | 2.7% | $86.70 | -15.87% | 20 qtrssince 2020-Q1 | Unchanged 0 |
NEUMORA THERAPEUTICS INC. | 3.3M | $35.1M | 0.4% | $14.11 | -21.62% | 6 qtrssince 2023-Q3 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $8.3B across 21 positions as of Q4 2024. Top holdings: V (9.2%), AMZN (8.7%), AAPL (8.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Exited 1, increased 1, trimmed 3. Top move: EW (INCREASED, conviction 62). Portfolio: $8.3B across 21 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