WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 21 stock positions worth $8.1 billion. Its top holding was Visa Class A (V) at 9.0% of the portfolio, followed by Apple (AAPL, 8.8%) and Amazon.com (AMZN, 8.5%). Compared with Q4 2025, it opened 1 new position, sold out of 1 and added to 1. The biggest buy was Mastercard Class A (MA, shares +13%) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001026720
- Portfolio Value
- $8.1B (Q1 2026)
- SEC Filing
- 0001012975-26-000380 ↗ filed Apr 22, 2026
Holdings Value
Holdings 21 stocks · $8.1B
| V Visa Inc. Class A | 8.96% | 2,400,000 | $725.4M | No change |
| AAPL Apple Inc. | 8.78% | 2,800,000 | $710.6M | No change |
| AMZN Amazon.com Inc. | 8.49% | 3,300,000 | $687.3M | No change |
| MSFT Microsoft Corp. | 6.86% | 1,500,000 | $555.3M | No change |
| LIN Linde PLC | 6.86% | 1,120,000 | $555.3M | No change |
| GOOGL Alphabet Inc. Class A | 6.39% | 1,800,000 | $517.6M | No change |
| GOOG Alphabet Inc. Class C | 6.38% | 1,800,000 | $516.3M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 6.21% | 700 | $502.7M | No change |
| CSCO Cisco Systems Inc. | 5.75% | 6,000,000 | $465.5M | No change |
| DASH DoorDash Inc. Class A | 5.57% | 3,000,000 | $450.4M | No change |
| JNJ Johnson & Johnson | 4.83% | 1,600,000 | $391.1M | No change |
| EW Edwards Lifesciences Corp. | 4.75% | 4,800,000 | $384.4M | No change |
| MA Mastercard Inc. Class A | 4.14% | 670,000 | $334.8M | Add +12.6% |
| ABT Abbott Laboratories | 3.96% | 3,125,000 | $320.8M | No change |
| PEP Pepsico Inc. | 3.84% | 2,000,000 | $310.6M | No change |
| NOW ServiceNow Inc. | 2.91% | 2,250,000 | $235.2M | No change |
| ACN Accenture PLC Class A | 2.69% | 1,100,000 | $218.1M | No change |
| NKE Nike Inc. Class B | 1.96% | 3,000,000 | $158.5M | No change |
| KLAR Klarna Group PLC | 0.51% | 3,158,340 | $41.3M | No change |
| MDLN Medline Inc. Class A | 0.08% | 146,602 | $6.5M | New |
| NMRA Neumora Therapeutics Inc. | 0.08% | 3,309,123 | $6.5M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| ADBE Adobe Inc. | Sold out | 0.00% | −2.82 |
Portfolio Buys Q4 2025 → Q1 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 |