WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 22 stock positions worth $8.2 billion. Its top holding was Amazon.com (AMZN) at 8.1% of the portfolio, followed by Visa Class A (V, 8.0%) and Apple (AAPL, 7.9%). Compared with Q2 2024, it opened 1 new position, sold out of 2 and added to 2. The biggest buy was Nike Class B (NKE, shares +9%) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001026720
- Portfolio Value
- $8.2B (Q3 2024)
- SEC Filing
- 0001012975-24-000443 ↗ filed Oct 21, 2024
Holdings Value
Holdings 22 stocks · $8.2B
| AMZN Amazon.com Inc. | 8.05% | 3,550,000 | $661.5M | No change |
| V Visa Inc. Class A | 8.03% | 2,400,000 | $659.9M | No change |
| AAPL Apple Inc. | 7.94% | 2,800,000 | $652.4M | No change |
| MSFT Microsoft Corp. | 7.86% | 1,500,000 | $645.5M | No change |
| LIN Linde PLC | 6.50% | 1,120,000 | $534.1M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 5.89% | 700 | $483.8M | No change |
| NOW ServiceNow Inc. | 5.44% | 500,000 | $447.2M | No change |
| DASH DoorDash Inc. Class A | 5.21% | 3,000,000 | $428.2M | No change |
| ACN Accenture PLC Class A | 4.73% | 1,100,000 | $388.8M | No change |
| ADBE Adobe Inc. | 4.54% | 720,000 | $372.8M | No change |
| ABT Abbott Laboratories | 4.34% | 3,125,000 | $356.3M | No change |
| PEP Pepsico Inc. | 4.14% | 2,000,000 | $340.1M | No change |
| CSCO Cisco Systems Inc. | 3.89% | 6,000,000 | $319.3M | No change |
| GOOG Alphabet Inc. Class C | 3.66% | 1,800,000 | $300.9M | No change |
| GOOGL Alphabet Inc. Class A | 3.63% | 1,800,000 | $298.5M | No change |
| EW Edwards Lifesciences Corp. | 3.62% | 4,500,000 | $297.0M | Add +9.8% |
| MA Mastercard Inc. Class A | 3.34% | 555,000 | $274.1M | No change |
| NKE Nike Inc. Class B | 3.23% | 3,000,000 | $265.2M | Add +9.1% |
| JNJ Johnson & Johnson | 3.16% | 1,600,000 | $259.3M | No change |
| CART Maplebear Inc. | 1.76% | 3,552,330 | $144.7M | No change |
| NMRA Neumora Therapeutics Inc. | 0.53% | 3,309,123 | $43.7M | No change |
| IOT Samsara Inc. Class A | 0.50% | 858,430 | $41.3M | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
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 |