WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 23 stock positions worth $7.8 billion. Its top holding was Amazon.com (AMZN) at 8.8% of the portfolio, followed by Microsoft (MSFT, 8.6%) and Visa Class A (V, 8.1%). Compared with Q1 2024, it added to 1 and reduced 6. The biggest buy was Nike Class B (NKE, shares +10%) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001026720
- Portfolio Value
- $7.8B (Q2 2024)
- SEC Filing
- 0001012975-24-000269 ↗ filed Jul 10, 2024
Holdings Value
Holdings 23 stocks · $7.8B
| AMZN Amazon.com Inc. | 8.78% | 3,550,000 | $686.0M | Reduce -6.6% |
| MSFT Microsoft Corp. | 8.58% | 1,500,000 | $670.4M | Reduce -11.8% |
| V Visa Inc. Class A | 8.06% | 2,400,000 | $629.9M | No change |
| AAPL Apple Inc. | 7.54% | 2,800,000 | $589.7M | No change |
| LIN Linde PLC | 6.29% | 1,120,000 | $491.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 5.48% | 700 | $428.6M | Reduce -7.9% |
| ADBE Adobe Inc. | 5.12% | 720,000 | $400.0M | No change |
| NOW ServiceNow Inc. | 5.03% | 500,000 | $393.3M | No change |
| EW Edwards Lifesciences Corp. | 4.84% | 4,100,000 | $378.7M | No change |
| ACN Accenture PLC Class A | 4.27% | 1,100,000 | $333.8M | No change |
| GOOG Alphabet Inc. Class C | 4.22% | 1,800,000 | $330.2M | No change |
| PEP Pepsico Inc. | 4.22% | 2,000,000 | $329.9M | No change |
| GOOGL Alphabet Inc. Class A | 4.19% | 1,800,000 | $327.9M | No change |
| DASH DoorDash Inc. Class A | 4.17% | 3,000,000 | $326.3M | No change |
| ABT Abbott Laboratories | 4.15% | 3,125,000 | $324.7M | No change |
| CSCO Cisco Systems Inc. | 3.65% | 6,000,000 | $285.1M | No change |
| MA Mastercard Inc. Class A | 3.13% | 555,000 | $244.8M | No change |
| JNJ Johnson & Johnson | 2.99% | 1,600,000 | $233.9M | Reduce -5.9% |
| NKE Nike Inc. Class B | 2.65% | 2,750,000 | $207.3M | Add +10.0% |
| CART Maplebear Inc. | 1.46% | 3,552,330 | $114.2M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.43% | 465,900 | $33.5M | Reduce -83.0% |
| NMRA Neumora Therapeutics Inc. | 0.42% | 3,309,123 | $32.5M | No change |
| JD Jd.com Inc.-ADR | 0.32% | 975,000 | $25.2M | Reduce -81.6% |
Portfolio Sells Q1 2024 → Q2 2024
| BABA Alibaba Group Holding-SP ADR | Reduce -83.0% | 0.43% | −1.95 |
| JD Jd.com Inc.-ADR | Reduce -81.6% | 0.32% | −1.42 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -7.9% | 5.48% | −0.31 |
| JNJ Johnson & Johnson | Reduce -5.9% | 2.99% | −0.24 |
| MSFT Microsoft Corp. | Reduce -11.8% | 8.58% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -6.6% | 8.78% | +0.54 |
Portfolio Buys Q1 2024 → Q2 2024
| NKE Nike Inc. Class B | Add +10.0% | 2.65% | −0.17 |
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 |