WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST holds 21 U.S.-equity positions worth $8.1B (SEC 13F, Q1 2026). Top positions: VISA Inc. 9.0%, Apple Inc. 8.8%, Amazon.Com Inc 8.5%. 13F-replication return is +45% over 3 years (-27 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| V VISA Inc. | 9.0% | 2.4M | $725M | — | $225.46 | $326.60 (+45%) | 2026-03-31 |
| AAPL Apple Inc. | 8.8% | 2.8M | $711M | — | $164.90 | $297.01 (+80%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 8.5% | 3.3M | $687M | — | $103.29 | $232.79 (+125%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 6.9% | 1.5M | $555M | — | $288.30 | $367.34 (+27%) | 2026-03-31 |
| LIN Linde plc Ordinary Share | 6.9% | 1.1M | $555M | — | $355.44 | $516.71 (+45%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 6.4% | 1.8M | $518M | — | $103.73 | $349.68 (+237%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 6.4% | 1.8M | $516M | — | $104.00 | $348.78 (+235%) | 2026-03-31 |
| BRK.A Berkshire Hathaway Inc. | 6.2% | 700 | $503M | — | $465,600.00 | $734,399.99 (+58%) | 2026-03-31 |
| CSCO Cisco Systems, Inc. Common Stock (DE) | 5.8% | 6.0M | $466M | — | $52.27 | $121.53 (+132%) | 2026-03-31 |
| DASH DoorDash, Inc. Class A Common Stock | 5.6% | 3.0M | $450M | — | $63.56 | $172.08 (+171%) | 2026-03-31 |
| JNJ Johnson & Johnson | 4.8% | 1.6M | $391M | — | $155.00 | $231.29 (+49%) | 2026-03-31 |
| EW Edwards Lifesciences Corp | 4.8% | 4.8M | $384M | — | $82.73 | $85.88 (+4%) | 2026-03-31 |
| MA Mastercard Incorporated | 4.1% | 670K | $335M | ▲ 13% (+75K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| ABT Abbott Laboratories | 4.0% | 3.1M | $321M | — | $101.26 | $87.83 (−13%) | 2026-03-31 |
| PEP PepsiCo, Inc. | 3.8% | 2.0M | $311M | — | $182.30 | $140.71 (−23%) | 2026-03-31 |
| NOW SERVICENOW, INC. | 2.9% | 2.2M | $235M | — | $464.72 | $93.01 (−80%) | 2026-03-31 |
| ACN Accenture PLC | 2.7% | 1.1M | $218M | — | $285.81 | $124.83 (−56%) | 2026-03-31 |
| NKE Nike, Inc. | 2.0% | 3.0M | $158M | — | $122.64 | $43.19 (−65%) | 2026-03-31 |
| KLAR Klarna Group plc | 0.5% | 3.2M | $41M | — | $36.65 | $17.97 (−51%) | 2026-03-31 |
| MDLN Medline Inc. Class A common stock | 0.1% | 147K | $7M | NEW (+147K) | $44.50 | $34.71 (−22%) | 2026-03-31 |
| NMRA Neumora Therapeutics, Inc. Common Stock | 0.1% | 3.3M | $6M | — | $14.11 | $1.53 (−89%) | 2026-03-31 |
FAQ ▾
What are WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's largest holdings?
As of the latest 13F: VISA Inc. 9.0%, Apple Inc. 8.8%, Amazon.Com Inc 8.5%, MICROSOFT CORP 6.9%, Linde plc Ordinary Share 6.9%.
How big is WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's 13F portfolio?
$8.1B across 21 disclosed U.S.-equity positions.
What is WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's 3-year performance?
+45% (13F-replication, price return), -27 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.