WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 23 stock positions worth $8.3 billion. Its top holding was Microsoft (MSFT) at 8.6% of the portfolio, followed by Amazon.com (AMZN, 8.2%) and Visa Class A (V, 8.0%). Compared with Q4 2023, it reduced 4. The biggest sale was Amazon.com (AMZN, shares −18%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001026720
Portfolio Value
$8.3B (Q1 2024)
SEC Filing
0001012975-24-000172 ↗ filed Apr 18, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2024: $8.3B $8.3B Q1 2024 Q2 2024: $7.8B Q2 2024 Q3 2024: $8.2B Q3 2024 Q4 2024: $8.3B Q4 2024 Q1 2025: $8.0B Q1 2025 Q2 2025: $8.7B Q2 2025 Q3 2025: $9.2B Q3 2025 Q4 2025: $9.3B Q4 2025 Q1 2026: $8.1B Q1 2026 Q2 2026: $9.0B Q2 2026

Holdings 23 stocks · $8.3B

MSFT Microsoft Corp. 8.59% 1,700,000 $715.2M Reduce -8.1%
AMZN Amazon.com Inc. 8.23% 3,800,000 $685.4M Reduce -18.4%
V Visa Inc. Class A 8.04% 2,400,000 $669.8M No change
LIN Linde PLC 6.25% 1,120,000 $520.0M No change
BRK.A Berkshire Hathaway Inc. Class A 5.79% 760 $482.2M No change
AAPL Apple Inc. 5.77% 2,800,000 $480.1M No change
DASH DoorDash Inc. Class A 4.96% 3,000,000 $413.2M Reduce -9.1%
EW Edwards Lifesciences Corp. 4.71% 4,100,000 $391.8M No change
ACN Accenture PLC Class A 4.58% 1,100,000 $381.3M No change
NOW ServiceNow Inc. 4.58% 500,000 $381.2M Reduce -12.7%
ADBE Adobe Inc. 4.36% 720,000 $363.3M No change
ABT Abbott Laboratories 4.27% 3,125,000 $355.2M No change
PEP Pepsico Inc. 4.20% 2,000,000 $350.0M No change
CSCO Cisco Systems Inc. 3.60% 6,000,000 $299.5M No change
GOOG Alphabet Inc. Class C 3.29% 1,800,000 $274.1M No change
GOOGL Alphabet Inc. Class A 3.26% 1,800,000 $271.7M No change
JNJ Johnson & Johnson 3.23% 1,700,000 $268.9M No change
MA Mastercard Inc. Class A 3.21% 555,000 $267.3M No change
NKE Nike Inc. Class B 2.82% 2,500,000 $234.9M No change
BABA Alibaba Group Holding-SP ADR 2.38% 2,735,900 $198.0M No change
JD Jd.com Inc.-ADR 1.74% 5,300,000 $145.2M No change
CART Maplebear Inc. 1.59% 3,552,330 $132.5M No change
NMRA Neumora Therapeutics Inc. 0.55% 3,309,123 $45.5M No change

Portfolio Sells Q4 2023 → Q1 2024

AMZN Amazon.com Inc. Reduce -18.4% 8.23% −0.54
NOW ServiceNow Inc. Reduce -12.7% 4.58% −0.43
MSFT Microsoft Corp. Reduce -8.1% 8.59% −0.03
DASH DoorDash Inc. Class A Reduce -9.1% 4.96% +0.92

Portfolio Buys Q4 2023 → Q1 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 20$9.0BV, AAPL, AMZN, CSCO, GOOGL
Q1 2026 21$8.1BV, AAPL, AMZN, MSFT, LIN
Q4 2025 21$9.3BV, AMZN, AAPL, MSFT, DASH
Q3 2025 21$9.2BV, DASH, MSFT, AMZN, AAPL
Q2 2025 20$8.7BV, MSFT, DASH, AMZN, AAPL
Q1 2025 20$8.0BV, AMZN, AAPL, MSFT, BRK.A
Q4 2024 21$8.3BV, AMZN, AAPL, MSFT, DASH
Q3 2024 22$8.2BAMZN, V, AAPL, MSFT, LIN
Q2 2024 23$7.8BAMZN, MSFT, V, AAPL, LIN
Q1 2024 23$8.3BMSFT, AMZN, V, LIN, BRK.A