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 MSFT, AAPL, Alibaba Group Holding Ltd Spon, BAC, JPM, and represent 52.91% of Wellcome Trust's stock portfolio.
  • Added to shares of these 3 stocks: JNJ (+$43.76M), ITUB (+$16.76M), AMZN (+$12.93M).
  • Reduced shares in these 1 stocks: AAPL (-$10.28M).
  • Wellcome Trust was a net buyer of stock by $63.18M.
  • Wellcome Trust has $7.47B in assets under management (AUM), growing by 18.19%.

Companies in the Wellcome Trust portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 12.67 6.00M 157.70
Apple (AAPL) 12.58 3.20M 293.65
Alibaba Group Holding Ltd Spon 9.45 3.33M 212.10
Bank of America Corporation (BAC) 9.43 20.00M 35.22
JPMorgan Chase & Co. (JPM) 8.77 4.70M 139.40
Morgan Stanley (MS) 5.94 8.67M 51.12
Berkshire Hathaway (BRK.A) 5.91 1300 339590.00
Facebook Inc cl a 4.42 1.61M 205.25
Jd 4.31 9.14M 35.23
Cisco Systems (CSCO) 4.17 6.50M 47.96
Johnson & Johnson (JNJ) 3.91 2.00M +17% 145.87
Pepsi (PEP) 3.84 2.10M 136.67
Amazon (AMZN) 3.54 143000 +5% 1847.84
Alphabet Inc Class A cs 3.23 180000 1339.39
Alphabet Inc Class C cs 3.22 180000 1337.02
Banco Itau Holding Financeira S.A. (ITUB) 1.47 12.00M +18% 9.15
VMware (VMW) 1.46 720000 151.79
Karuna Therapeutics Ord 1.27 1.27M 75.00
Toyota Motor Corporation (TM) 0.27 143000 140.54
Castlight Health 0.12 6.57M 1.33

Past 13F-HR SEC Filings by Wellcome Trust

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