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 AMZN, MSFT, V, AAPL, LIN, and represent 37.52% of Wellcome Trust's stock portfolio.
  • Added to shares of these 2 stocks: ABT (+$47M), EW (+$45M).
  • Reduced shares in these 6 stocks: DASH (-$179M), JNJ (-$63M), ADBE (-$48M), GOOG (-$28M), GOOGL (-$28M), NMRA.
  • Wellcome Trust was a net seller of stock by $-254M.
  • Wellcome Trust has $8.1B in assets under management (AUM), dropping by 7.29%.
  • Central Index Key (CIK): 0001026720

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Portfolio Holdings for Wellcome Trust

Wellcome Trust holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 8.8 $708M 4.7M 151.94
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Microsoft Corporation (MSFT) 8.6 $696M 1.9M 376.04
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Visa Com Cl A (V) 7.7 $625M 2.4M 260.35
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Apple (AAPL) 6.7 $539M 2.8M 192.53
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Linde SHS (LIN) 5.7 $460M 1.1M 410.71
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Adobe Systems Incorporated (ADBE) 5.3 $430M -10% 720k 596.60
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Berkshire Hathaway Inc Del Cl A (BRK.A) 5.1 $412M 760.00 542625.03
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Servicenow (NOW) 5.0 $405M 573k 706.49
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Accenture Plc Ireland Shs Class A (ACN) 4.8 $386M 1.1M 350.91
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Abbott Laboratories (ABT) 4.3 $344M +15% 3.1M 110.07
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Pepsi (PEP) 4.2 $340M 2.0M 169.84
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Doordash Cl A (DASH) 4.0 $326M -35% 3.3M 98.89
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Edwards Lifesciences (EW) 3.9 $313M +16% 4.1M 76.25
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Cisco Systems (CSCO) 3.8 $303M 6.0M 50.52
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Nike CL B (NKE) 3.4 $271M 2.5M 108.57
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Johnson & Johnson (JNJ) 3.3 $267M -19% 1.7M 156.74
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Alphabet Cap Stk Cl C (GOOG) 3.1 $254M -10% 1.8M 140.93
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Alphabet Cap Stk Cl A (GOOGL) 3.1 $251M -10% 1.8M 139.69
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Mastercard Incorporated Cl A (MA) 2.9 $237M 555k 426.51
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Alibaba Group Hldg Sponsored Ads (BABA) 2.6 $212M 2.7M 77.51
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Jd.com Spon Adr Cl A (JD) 1.9 $153M 5.3M 28.89
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Maplebear (CART) 1.0 $83M 3.6M 23.47
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Neumora Therapeutics (NMRA) 0.7 $56M 3.3M 17.05
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Past Filings by Wellcome Trust

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

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