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

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

  • $7.49 Billion
  • Q3 2024

Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.49 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $661M, Visa Inc. with a value of $660M, Apple Inc. with a value of $652M, Microsoft Corp with a value of $645M, and Berkshire Hathaway Inc with a value of $483M.

Examining the 13F form we can see an increase of $312M in the current position value, from $7.18B to 7.49B.

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 $7.49 Billion
Technology: $2.87 Billion
Financial Services: $1.42 Billion
Communication Services: $1.03 Billion
Consumer Cyclical: $927 Million
Healthcare: $913 Million
Consumer Defensive: $340 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.4B
$428 Million 5.72% of portfolio
3,000,000
Q1 2024 Reduced 9.09%
$198B
$356 Million 4.76% of portfolio
3,125,000
Q4 2023 Added 15.74%
$45.8B
$297 Million 3.96% of portfolio
4,500,000
Q3 2024 Added 9.76%
$98.3B
$265 Million 3.54% of portfolio
3,000,000
Q3 2024 Added 9.09%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $7.49 Billion
  • Prior Value $7.18 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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