WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 21 stock positions worth $8.3 billion. Its top holding was Visa Class A (V) at 9.2% of the portfolio, followed by Amazon.com (AMZN, 8.7%) and Apple (AAPL, 8.5%). Compared with Q3 2024, it sold out of 1, added to 1 and reduced 3. The biggest buy was Edwards Lifesciences (EW, shares +7%) and the biggest sale an exit from Maplebear (CART).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001026720
- Portfolio Value
- $8.3B (Q4 2024)
- SEC Filing
- 0001012975-25-000030 ↗ filed Jan 13, 2025
Holdings Value
Holdings 21 stocks · $8.3B
| V Visa Inc. Class A | 9.16% | 2,400,000 | $758.5M | No change |
| AMZN Amazon.com Inc. | 8.75% | 3,300,000 | $724.0M | Reduce -7.0% |
| AAPL Apple Inc. | 8.47% | 2,800,000 | $701.2M | No change |
| MSFT Microsoft Corp. | 7.64% | 1,500,000 | $632.3M | No change |
| DASH DoorDash Inc. Class A | 6.08% | 3,000,000 | $503.3M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 5.76% | 700 | $476.6M | No change |
| LIN Linde PLC | 5.66% | 1,120,000 | $468.9M | No change |
| NOW ServiceNow Inc. | 5.44% | 425,000 | $450.6M | Reduce -15.0% |
| ACN Accenture PLC Class A | 4.67% | 1,100,000 | $387.0M | No change |
| EW Edwards Lifesciences Corp. | 4.29% | 4,800,000 | $355.3M | Add +6.7% |
| CSCO Cisco Systems Inc. | 4.29% | 6,000,000 | $355.2M | No change |
| ABT Abbott Laboratories | 4.27% | 3,125,000 | $353.5M | No change |
| GOOG Alphabet Inc. Class C | 4.14% | 1,800,000 | $342.8M | No change |
| GOOGL Alphabet Inc. Class A | 4.12% | 1,800,000 | $340.7M | No change |
| ADBE Adobe Inc. | 3.87% | 720,000 | $320.2M | No change |
| PEP Pepsico Inc. | 3.67% | 2,000,000 | $304.1M | No change |
| MA Mastercard Inc. Class A | 3.53% | 555,000 | $292.2M | No change |
| JNJ Johnson & Johnson | 2.80% | 1,600,000 | $231.4M | No change |
| NKE Nike Inc. Class B | 2.74% | 3,000,000 | $227.0M | No change |
| NMRA Neumora Therapeutics Inc. | 0.42% | 3,309,123 | $35.1M | No change |
| IOT Samsara Inc. Class A | 0.22% | 425,877 | $18.6M | Reduce -50.4% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| EW Edwards Lifesciences Corp. | Add +6.7% | 4.29% | +0.68 |
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 |