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Wellcome Trust Ltd (The) As Trustee Of The Wellcome Trust Top Holdings and 13F Report (2026)

About Wellcome Trust Ltd (The) As Trustee Of The Wellcome Trust

Investment Activity

  • Wellcome Trust Ltd (The) As Trustee Of The Wellcome Trust has $9.01 billion in total holdings as of June 30, 2026.
  • Wellcome Trust Ltd (The) As Trustee Of The Wellcome Trust owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.08% of the portfolio was purchased this quarter.
  • About 0.07% of the portfolio was sold this quarter.
  • This quarter, Wellcome Trust Ltd (The) As Trustee Of The Wellcome Trust has purchased 21 new stocks and bought additional shares in 2 stocks.
  • Wellcome Trust Ltd (The) As Trustee Of The Wellcome Trust sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Visa
$823,416,000
Apple
$810,208,000
Amazon.com
$786,522,000
Cisco Systems
$704,760,000
Alphabet
$643,266,000

Largest Purchases this Quarter

Microsoft
195,117 shares (about $72.78M)
Mastercard
47,500 shares (about $24.40M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWellcome Trust Ltd (The) As Trustee Of The Wellcome Trust

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Visa Inc. stock logo
V
Visa
$823,416,0000.0%2,400,0009.1%Finance
Apple Inc. stock logo
AAPL
Apple
$810,208,0000.0%2,800,0009.0%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$786,522,0000.0%3,300,0008.7%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$704,760,0000.0%6,000,0007.8%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$643,266,0000.0%1,800,0007.1%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$635,994,0000.0%1,800,0007.1%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$632,312,543$72,782,543 ▲13.0%1,695,1177.0%Technology
LINDE PLC
$581,212,8000.0%1,120,0006.4%SHS
DOORDASH INC
$553,590,0000.0%3,000,0006.1%CL A
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$524,195,0000.0%7005.8%Finance
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$434,208,0000.0%4,800,0004.8%Healthcare
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$406,352,0000.0%1,600,0004.5%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$368,508,000$24,396,000 ▲7.1%717,5004.1%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$283,562,5000.0%3,125,0003.1%Healthcare
PepsiCo, Inc. stock logo
PEP
PepsiCo
$270,800,0000.0%2,000,0003.0%Consumer Staples
ServiceNow, Inc. stock logo
NOW
ServiceNow
$223,380,0000.0%2,250,0002.5%Technology
Accenture PLC stock logo
ACN
Accenture
$136,884,0000.0%1,100,0001.5%Technology
NIKE, Inc. stock logo
NKE
NIKE
$123,150,0000.0%3,000,0001.4%Consumer Discretionary
KLARNA GROUP PLC
$63,924,8020.0%3,158,3400.7%SHS
NEUMORA THERAPEUTICS INC.
$5,625,5090.0%3,309,1230.1%COM
MEDLINE INC
$0$6,523,789 ▼-100.0%00.0%COM CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data