Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust Portfolio Holdings

Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust

  • $7.47 Billion
  • Q1 2025

Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.47 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $841M, Amazon Com Inc with a value of $628M, Apple Inc. with a value of $622M, Microsoft Corp with a value of $563M, and Berkshire Hathaway Inc with a value of $559M.

Examining the 13F form we can see an decrease of $300M in the current position value, from $7.77B to 7.47B.

Below you can find more details about Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust portfolio as well as his latest detailed transactions.

Portfolio value $7.47 Billion
Technology: $2.52 Billion
Financial Services: $1.7 Billion
Communication Services: $1.11 Billion
Healthcare: $1.03 Billion
Consumer Cyclical: $818 Million
Consumer Defensive: $300 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$583B
$841 Million 11.25% of portfolio
2,400,000
Q4 2021 Added 43.71%
$2.28T
$628 Million 8.4% of portfolio
3,300,000
Q4 2024 Reduced 7.04%
$3.37T
$622 Million 8.32% of portfolio
2,800,000
Q3 2023 Reduced 3.45%
$3.71T
$563 Million 7.53% of portfolio
1,500,000
Q2 2024 Reduced 11.76%
$430B
$559 Million 7.48% of portfolio
700
Q2 2024 Reduced 7.89%
$88.4B
$548 Million 7.34% of portfolio
3,000,000
Q1 2024 Reduced 9.09%
$234B
$415 Million 5.55% of portfolio
3,125,000
Q4 2023 Added 15.74%
$283B
$370 Million 4.95% of portfolio
6,000,000
Q2 2022 Reduced 7.69%
$47.4B
$348 Million 4.65% of portfolio
4,800,000
Q4 2024 Added 6.67%
$189B
$343 Million 4.59% of portfolio
1,100,000
Q2 2020 Added 307.41%
$209B
$338 Million 4.53% of portfolio
425,000
Q4 2024 Reduced 15.0%
$539B
$304 Million 4.07% of portfolio
555,000
Q3 2022 Added 38.75%
$185B
$300 Million 4.01% of portfolio
2,000,000
Q3 2022 Reduced 4.76%
$1.08T
$281 Million 3.76% of portfolio
1,800,000
Q4 2023 Reduced 10.0%
$175B
$279 Million 3.74% of portfolio
728,038
Q1 2025 Added 1.12%
$1.07T
$278 Million 3.72% of portfolio
1,800,000
Q4 2023 Reduced 10.0%
$96.4B
$190 Million 2.55% of portfolio
3,000,000
Q3 2024 Added 9.09%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $7.47 Billion
  • Prior Value $7.77 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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