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, AAPL, AMZN, MSFT, LIN, and represent 39.95% of Wellcome Trust's stock portfolio.
- Added to shares of these 2 stocks: MA (+$38M), MDLN (+$6.5M).
- Started 1 new stock position in MDLN.
- Reduced shares in these 1 stock: .
- Sold out of its position in ADBE.
- Wellcome Trust was a net seller of stock by $-219M.
- Wellcome Trust has $8.1B in assets under management (AUM), dropping by -13.11%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Visa Com Cl A (V) | 9.0 | $725M | 2.4M | 302.24 |
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| Apple (AAPL) | 8.8 | $711M | 2.8M | 253.79 |
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| Amazon (AMZN) | 8.5 | $687M | 3.3M | 208.27 |
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| Microsoft Corporation (MSFT) | 6.9 | $555M | 1.5M | 370.17 |
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| Linde SHS (LIN) | 6.9 | $555M | 1.1M | 495.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $518M | 1.8M | 287.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 6.4 | $516M | 1.8M | 286.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.2 | $503M | 700.00 | 718140.00 |
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| Cisco Systems (CSCO) | 5.8 | $466M | 6.0M | 77.59 |
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| Doordash Cl A (DASH) | 5.6 | $451M | 3.0M | 150.15 |
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| Johnson & Johnson (JNJ) | 4.8 | $391M | 1.6M | 244.44 |
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| Edwards Lifesciences (EW) | 4.7 | $384M | 4.8M | 80.08 |
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| Mastercard Incorporated Cl A (MA) | 4.1 | $335M | +12% | 670k | 499.66 |
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| Abbott Laboratories (ABT) | 4.0 | $321M | 3.1M | 102.67 |
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| Pepsi (PEP) | 3.8 | $311M | 2.0M | 155.29 |
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| Servicenow (NOW) | 2.9 | $235M | 2.3M | 104.55 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.7 | $218M | 1.1M | 198.29 |
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| Nike CL B (NKE) | 2.0 | $159M | 3.0M | 52.82 |
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| Klarna Group SHS (KLAR) | 0.5 | $41M | 3.2M | 13.09 |
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| Medline Com Cl A (MDLN) | 0.1 | $6.5M | NEW | 147k | 44.50 |
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| Neumora Therapeutics (NMRA) | 0.1 | $6.5M | 3.3M | 1.95 |
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Past Filings by Wellcome Trust
SEC 13F filings are viewable for Wellcome Trust going back to 2011
- Wellcome Trust 2026 Q1 filed April 22, 2026
- Wellcome Trust 2025 Q4 filed Jan. 22, 2026
- 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