WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 20 stock positions worth $9.0 billion. Its top holding was Visa Class A (V) at 9.1% of the portfolio, followed by Apple (AAPL, 9.0%) and Amazon.com (AMZN, 8.7%). Compared with Q1 2026, it sold out of 1 and added to 2. The biggest buy was Microsoft (MSFT, shares +13%) and the biggest sale an exit from Medline Class A (MDLN).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001026720
- Portfolio Value
- $9.0B (Q2 2026)
- SEC Filing
- 0001012975-26-000630 ↗ filed Jul 9, 2026
Holdings Value
Holdings 20 stocks · $9.0B
| V Visa Inc. Class A | 9.14% | 2,400,000 | $823.4M | No change |
| AAPL Apple Inc. | 8.99% | 2,800,000 | $810.2M | No change |
| AMZN Amazon.com Inc. | 8.73% | 3,300,000 | $786.5M | No change |
| CSCO Cisco Systems Inc. | 7.82% | 6,000,000 | $704.8M | No change |
| GOOGL Alphabet Inc. Class A | 7.14% | 1,800,000 | $643.3M | No change |
| GOOG Alphabet Inc. Class C | 7.06% | 1,800,000 | $636.0M | No change |
| MSFT Microsoft Corp. | 7.02% | 1,695,117 | $632.3M | Add +13.0% |
| LIN Linde PLC | 6.45% | 1,120,000 | $581.2M | No change |
| DASH DoorDash Inc. Class A | 6.14% | 3,000,000 | $553.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 5.82% | 700 | $524.2M | No change |
| EW Edwards Lifesciences Corp. | 4.82% | 4,800,000 | $434.2M | No change |
| JNJ Johnson & Johnson | 4.51% | 1,600,000 | $406.4M | No change |
| MA Mastercard Inc. Class A | 4.09% | 717,500 | $368.5M | Add +7.1% |
| ABT Abbott Laboratories | 3.15% | 3,125,000 | $283.6M | No change |
| PEP Pepsico Inc. | 3.00% | 2,000,000 | $270.8M | No change |
| NOW ServiceNow Inc. | 2.48% | 2,250,000 | $223.4M | No change |
| ACN Accenture PLC Class A | 1.52% | 1,100,000 | $136.9M | No change |
| NKE Nike Inc. Class B | 1.37% | 3,000,000 | $123.2M | No change |
| KLAR Klarna Group PLC | 0.71% | 3,158,340 | $63.9M | No change |
| NMRA Neumora Therapeutics Inc. | 0.06% | 3,309,123 | $5.6M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| MDLN Medline Inc. Class A | Sold out | 0.00% | −0.08 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $9.0B | V, AAPL, AMZN, CSCO, GOOGL |
| Q1 2026 | 21 | $8.1B | V, AAPL, AMZN, MSFT, LIN |
| Q4 2025 | 21 | $9.3B | V, AMZN, AAPL, MSFT, DASH |
| Q3 2025 | 21 | $9.2B | V, DASH, MSFT, AMZN, AAPL |
| Q2 2025 | 20 | $8.7B | V, MSFT, DASH, AMZN, AAPL |
| Q1 2025 | 20 | $8.0B | V, AMZN, AAPL, MSFT, BRK.A |
| Q4 2024 | 21 | $8.3B | V, AMZN, AAPL, MSFT, DASH |
| Q3 2024 | 22 | $8.2B | AMZN, V, AAPL, MSFT, LIN |
| Q2 2024 | 23 | $7.8B | AMZN, MSFT, V, AAPL, LIN |
| Q1 2024 | 23 | $8.3B | MSFT, AMZN, V, LIN, BRK.A |