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, AMZN, AAPL, MSFT, DASH, and represent 40.47% of Wellcome Trust's stock portfolio.
  • Added to shares of these 1 stock: NOW (+$276M).
  • Wellcome Trust was a net buyer of stock by $276M.
  • Wellcome Trust has $9.3B in assets under management (AUM), dropping by 1.42%.
  • Central Index Key (CIK): 0001026720

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Positions held by Wellcome Trust Limited, as Trustee of the Wellcome Trust consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wellcome Trust

Wellcome Trust holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 9.0 $842M 2.4M 350.71
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Amazon (AMZN) 8.2 $762M 3.3M 230.82
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Apple (AAPL) 8.2 $761M 2.8M 271.86
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Microsoft Corporation (MSFT) 7.8 $725M 1.5M 483.62
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Doordash Cl A (DASH) 7.3 $679M 3.0M 226.48
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Alphabet Cap Stk Cl C (GOOG) 6.1 $565M 1.8M 313.80
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Alphabet Cap Stk Cl A (GOOGL) 6.0 $563M 1.8M 313.00
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Berkshire Hathaway Inc Del Cl A (BRK.A) 5.7 $528M 700.00 754800.00
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Linde SHS (LIN) 5.1 $478M 1.1M 426.39
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Cisco Systems (CSCO) 5.0 $462M 6.0M 77.03
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Edwards Lifesciences (EW) 4.4 $409M 4.8M 85.25
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Abbott Laboratories (ABT) 4.2 $392M 3.1M 125.29
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Servicenow (NOW) 3.7 $345M +400% 2.3M 153.19
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Mastercard Incorporated Cl A (MA) 3.6 $340M 595k 570.88
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Johnson & Johnson (JNJ) 3.6 $331M 1.6M 206.95
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Accenture Plc Ireland Shs Class A (ACN) 3.2 $295M 1.1M 268.30
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Pepsi (PEP) 3.1 $287M 2.0M 143.52
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Adobe Systems Incorporated (ADBE) 2.8 $263M 750k 349.99
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Nike CL B (NKE) 2.1 $191M 3.0M 63.71
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Klarna Group SHS 1.0 $91M 3.2M 28.91
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Neumora Therapeutics (NMRA) 0.1 $5.9M 3.3M 1.79
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Past Filings by Wellcome Trust

SEC 13F filings are viewable for Wellcome Trust going back to 2011

View all past filings