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, CSCO, GOOGL, and represent 41.81% of Wellcome Trust's stock portfolio.
- Added to shares of these 2 stocks: MSFT (+$73M), MA (+$24M).
- Reduced shares in these 1 stock: MDLN (-$6.5M).
- Sold out of its position in MDLN.
- Wellcome Trust was a net buyer of stock by $91M.
- Wellcome Trust has $9.0B in assets under management (AUM), dropping by 11.34%.
- Central Index Key (CIK): 0001026720
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Portfolio Holdings for Wellcome Trust
Wellcome Trust holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Visa Com Cl A (V) | 9.1 | $823M | 2.4M | 343.09 |
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| Apple (AAPL) | 9.0 | $810M | 2.8M | 289.36 |
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| Amazon (AMZN) | 8.7 | $787M | 3.3M | 238.34 |
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| Cisco Systems (CSCO) | 7.8 | $705M | 6.0M | 117.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $643M | 1.8M | 357.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 7.1 | $636M | 1.8M | 353.33 |
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| Microsoft Corporation (MSFT) | 7.0 | $632M | +13% | 1.7M | 373.02 |
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| Linde SHS (LIN) | 6.4 | $581M | 1.1M | 518.94 |
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| Doordash Cl A (DASH) | 6.1 | $554M | 3.0M | 184.53 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.8 | $524M | 700.00 | 748850.00 |
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| Edwards Lifesciences (EW) | 4.8 | $434M | 4.8M | 90.46 |
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| Johnson & Johnson (JNJ) | 4.5 | $406M | 1.6M | 253.97 |
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| Mastercard Incorporated Cl A (MA) | 4.1 | $369M | +7% | 718k | 513.60 |
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| Abbott Laboratories (ABT) | 3.1 | $284M | 3.1M | 90.74 |
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| Pepsi (PEP) | 3.0 | $271M | 2.0M | 135.40 |
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| Servicenow (NOW) | 2.5 | $223M | 2.3M | 99.28 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $137M | 1.1M | 124.44 |
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| Nike CL B (NKE) | 1.4 | $123M | 3.0M | 41.05 |
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| Klarna Group SHS (KLAR) | 0.7 | $64M | 3.2M | 20.24 |
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| Neumora Therapeutics (NMRA) | 0.1 | $5.6M | 3.3M | 1.70 |
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Past Filings by Wellcome Trust
SEC 13F filings are viewable for Wellcome Trust going back to 2011
- Wellcome Trust 2026 Q2 filed July 9, 2026
- 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