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

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

  • $8.14 Billion
  • Q2 2025

Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.14 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 $852M, Microsoft Corp with a value of $746M, Door Dash, Inc. with a value of $740M, Amazon Com Inc with a value of $724M, and Apple Inc. with a value of $574M.

Examining the 13F form we can see an increase of $663M in the current position value, from $7.47B to 8.14B.

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 $8.14 Billion
Technology: $2.82 Billion
Financial Services: $1.7 Billion
Communication Services: $1.38 Billion
Healthcare: $1.04 Billion
Consumer Cyclical: $937 Million
Consumer Defensive: $264 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$579B
$852 Million 10.47% of portfolio
2,400,000
Q4 2021 Added 43.71%
$3.81T
$746 Million 9.17% of portfolio
1,500,000
Q2 2024 Reduced 11.76%
$87.2B
$740 Million 9.09% of portfolio
3,000,000
Q1 2024 Reduced 9.09%
$2.37T
$724 Million 8.9% of portfolio
3,300,000
Q4 2024 Reduced 7.04%
$3.44T
$574 Million 7.06% of portfolio
2,800,000
Q3 2023 Reduced 3.45%
$435B
$510 Million 6.27% of portfolio
700
Q2 2024 Reduced 7.89%
$201B
$463 Million 5.69% of portfolio
450,000
Q2 2025 Added 5.88%
$220B
$425 Million 5.22% of portfolio
3,125,000
Q4 2023 Added 15.74%
$280B
$416 Million 5.12% of portfolio
6,000,000
Q2 2022 Reduced 7.69%
$46.9B
$375 Million 4.61% of portfolio
4,800,000
Q4 2024 Added 6.67%
$537B
$334 Million 4.11% of portfolio
595,000
Q2 2025 Added 7.21%
$177B
$329 Million 4.04% of portfolio
1,100,000
Q2 2020 Added 307.41%
$1.18T
$319 Million 3.92% of portfolio
1,800,000
Q4 2023 Reduced 10.0%
$1.14T
$317 Million 3.9% of portfolio
1,800,000
Q4 2023 Reduced 10.0%
$173B
$290 Million 3.57% of portfolio
750,000
Q2 2025 Added 3.02%
$199B
$264 Million 3.25% of portfolio
2,000,000
Q3 2022 Reduced 4.76%
$95B
$213 Million 2.62% of portfolio
3,000,000
Q3 2024 Added 9.09%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $8.14 Billion
  • Prior Value $7.47 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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