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 Doordash, BABA, AAPL, JD, MSFT, and represent 46.50% of Wellcome Trust's stock portfolio.
  • Added to shares of these 1 stocks: Doordash (+$1.8B).
  • Started 1 new stock positions in Doordash.
  • Wellcome Trust was a net buyer of stock by $1.8B.
  • Wellcome Trust has $9.8B in assets under management (AUM), dropping by 32.30%.

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Portfolio Holdings for Wellcome Trust

Companies in the Wellcome Trust portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Doordash 18.8 $1.8B NEW 13M 142.74
Alibaba Group Hldg Sponsored Ads (BABA) 7.3 $716M 3.1M 232.73
Apple (AAPL) 7.1 $690M 5.2M 132.69
Jd.com Spon Adr Cl A (JD) 6.7 $659M 7.5M 87.90
Microsoft Corporation (MSFT) 6.6 $645M 2.9M 222.42
Amazon (AMZN) 5.0 $489M 150k 3256.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.6 $452M 1.3k 347815.38
Facebook Cl A (FB) 4.2 $410M 1.5M 273.16
JPMorgan Chase & Co. (JPM) 3.5 $343M 2.7M 127.07
Bank of America Corporation (BAC) 3.4 $333M 11M 30.31
Johnson & Johnson (JNJ) 3.2 $315M 2.0M 157.38
Pepsi (PEP) 3.2 $311M 2.1M 148.30
Nike CL B (NKE) 3.0 $297M 2.1M 141.47
Cisco Systems (CSCO) 3.0 $291M 6.5M 44.75

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Accenture Plc Ireland Shs Class A (ACN) 2.9 $287M 1.1M 261.21
Adobe Systems Incorporated (ADBE) 2.8 $272M 544k 500.12
Alphabet Cap Stk Cl A (GOOGL) 2.7 $263M 150k 1752.64
Alphabet Cap Stk Cl C (GOOG) 2.7 $263M 150k 1751.88
Visa Com Cl A (V) 2.5 $246M 1.1M 218.73
Vmware Cl A Com (VMW) 2.5 $245M 1.7M 140.26
Abbott Laboratories (ABT) 2.2 $214M 2.0M 109.49
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 1.8 $174M 29M 6.09
Toyota Motor Corp Sp Adr Rep2com (TM) 0.2 $22M 143k 154.57
Castlight Health CL B (CSLT) 0.1 $8.5M 6.6M 1.30

Past Filings by Wellcome Trust

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

View all past filings