Wellcome Trust Limited, as Trustee of the Wellcome Trust
Latest statistics and disclosures from Wellcome Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are V, DASH, MSFT, AMZN, AAPL, and represent 41.91% of Wellcome Trust's stock portfolio.
- Added to shares of these 1 stock: Klarna Group (+$116M).
- Started 1 new stock position in Klarna Group.
- Wellcome Trust was a net buyer of stock by $116M.
- Wellcome Trust has $9.2B in assets under management (AUM), dropping by 6.00%.
- Central Index Key (CIK): 0001026720
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Portfolio Holdings for Wellcome Trust
Wellcome Trust holds 21 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Visa Com Cl A (V) | 8.9 | $819M | 2.4M | 341.38 |
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| Doordash Cl A (DASH) | 8.9 | $816M | 3.0M | 271.99 |
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| Microsoft Corporation (MSFT) | 8.5 | $777M | 1.5M | 517.95 |
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| Amazon (AMZN) | 7.9 | $725M | 3.3M | 219.57 |
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| Apple (AAPL) | 7.8 | $713M | 2.8M | 254.63 |
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| Linde SHS (LIN) | 5.8 | $532M | 1.1M | 475.00 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.7 | $528M | 700.00 | 754200.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $438M | 1.8M | 243.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $438M | 1.8M | 243.10 |
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| Abbott Laboratories (ABT) | 4.6 | $419M | 3.1M | 133.94 |
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| Servicenow (NOW) | 4.5 | $414M | 450k | 920.28 |
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| Cisco Systems (CSCO) | 4.5 | $411M | 6.0M | 68.42 |
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| Edwards Lifesciences (EW) | 4.1 | $373M | 4.8M | 77.77 |
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| Mastercard Incorporated Cl A (MA) | 3.7 | $338M | 595k | 568.81 |
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| Johnson & Johnson (JNJ) | 3.2 | $297M | 1.6M | 185.42 |
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| Pepsi (PEP) | 3.1 | $281M | 2.0M | 140.44 |
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| Accenture Plc Ireland Shs Class A (ACN) | 3.0 | $271M | 1.1M | 246.60 |
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| Adobe Systems Incorporated (ADBE) | 2.9 | $265M | 750k | 352.75 |
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| Nike CL B (NKE) | 2.3 | $209M | 3.0M | 69.73 |
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| Klarna Group SHS | 1.3 | $116M | NEW | 3.2M | 36.65 |
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| Neumora Therapeutics (NMRA) | 0.1 | $6.0M | 3.3M | 1.82 |
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Past Filings by Wellcome Trust
SEC 13F filings are viewable for Wellcome Trust going back to 2011
- Wellcome Trust 2025 Q3 filed Nov. 5, 2025
- Wellcome Trust 2025 Q2 filed July 24, 2025
- Wellcome Trust 2025 Q1 filed April 24, 2025
- Wellcome Trust 2024 Q4 filed Jan. 13, 2025
- Wellcome Trust 2024 Q3 filed Oct. 21, 2024
- Wellcome Trust 2024 Q2 filed July 10, 2024
- Wellcome Trust 2024 Q1 filed April 18, 2024
- Wellcome Trust 2023 Q4 filed Jan. 16, 2024
- Wellcome Trust 2023 Q3 filed Oct. 23, 2023
- Wellcome Trust 2023 Q2 filed July 19, 2023
- Wellcome Trust 2023 Q1 filed April 18, 2023
- Wellcome Trust 2022 Q4 filed Jan. 11, 2023
- Wellcome Trust 2022 Q3 filed Oct. 26, 2022
- Wellcome Trust 2022 Q2 filed July 26, 2022
- Wellcome Trust 2022 Q1 filed April 27, 2022
- Wellcome Trust 2021 Q4 filed Feb. 1, 2022