Wellcome Trust Ltd (the) as Trustee of the Wellcome Trust

Investment Portfolio & 13F Holdings Analysis

About

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 20 holdings worth $8.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 20
Total Value: 7999015807
Accession Number: 0001012975-25-000212
Form Type: 13F-HR
CIK: 0001026720
Manager Name: Wellcome Trust Ltd (the) as Trustee of the Wellcome Trust

Data Enrichment

100% identified

20 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

20 positions • $7,999,015.807K total value

20 positions

Manager:

SEC FilingSEC DataHachi Filing

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VISA INC.

V|92826C839

Value:

$841.1B(+10.9%)

AMAZON COM INC

AMZN|023135106

Value:

$627.9B(-13.3%)

Apple Inc.

AAPL|037833100

Value:

$622.0B(-11.3%)

MICROSOFT CORP

MSFT|594918104

Value:

$563.1B(-10.9%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Value:

$558.9B(+17.3%)

DoorDash, Inc.

DASH|25809K105

Value:

$548.3B(+8.9%)

LINDE PLC

LIN|G54950103

Value:

$521.5B(+11.2%)

ABBOTT LABORATORIES

ABT|002824100

Value:

$414.5B(+17.3%)

CISCO SYSTEMS, INC.

CSCO|17275R102

Value:

$370.3B(+4.2%)

Edwards Lifesciences Corp

EW|28176E108

Value:

$347.9B(-2.1%)

Accenture plc

ACN|G1151C101

Value:

$343.2B(-11.3%)

ServiceNow, Inc.

NOW|81762P102

Value:

$338.4B(-24.9%)

Mastercard Inc

MA|57636Q104

Value:

$304.2B(+4.1%)

PEPSICO INC

PEP|713448108

Value:

$299.9B(-1.4%)

Alphabet Inc.

GOOG|02079K107

Value:

$281.2B(-18.0%)

ADOBE INC.

ADBE|00724F101

Value:

$279.2B(-12.8%)

Alphabet Inc.

GOOGL|02079K305

Value:

$278.4B(-18.3%)

JOHNSON & JOHNSON

JNJ|478160104

Value:

$265.3B(+14.7%)

NIKE, Inc.

NKE|654106103

Value:

$190.4B(-16.1%)

Neumora Therapeutics, Inc.

NMRA|640979100

Value:

$3.3B(-90.6%)

Instrument	Shares		Other Manager	Value
Visa Inc.(Vcusip92826C839)	—	QoQ - YoY -	All Managers (Combined)	$841.1M	QoQ +10.89% (+$82.6M) YoY +25.57% (+$171.3M)
Amazon Com Inc(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$627.9M	QoQ -13.27% (-$96.1M) YoY -8.40% (-$57.6M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$622.0M	QoQ -11.29% (-$79.2M) YoY +29.53% (+$141.8M)
Microsoft Corp(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$563.1M	QoQ -10.93% (-$69.2M) YoY -21.27% (-$152.1M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	—	QoQ - YoY -	All Managers (Combined)	$558.9M	QoQ +17.25% (+$82.3M) YoY +15.91% (+$76.7M)
Doordash, Inc.(DASHcusip25809K105)	—	QoQ - YoY -	All Managers (Combined)	$548.3M	QoQ +8.95% (+$45.1M) YoY +32.71% (+$135.2M)
Linde Plc(LINcusipG54950103)	—	QoQ - YoY -	All Managers (Combined)	$521.5M	QoQ +11.21% (+$52.6M) YoY +0.28% (+$1.5M)
Abbott Laboratories(ABTcusip002824100)	—	QoQ - YoY -	All Managers (Combined)	$414.5M	QoQ +17.27% (+$61.1M) YoY +16.70% (+$59.3M)
Cisco Systems, Inc.(CSCOcusip17275R102)	—	QoQ - YoY -	All Managers (Combined)	$370.3M	QoQ +4.23% (+$15.1M) YoY +23.64% (+$70.8M)
Edwards Lifesciences Corp(EWcusip28176E108)	—	QoQ - YoY -	All Managers (Combined)	$347.9M	QoQ -2.09% (-$7.4M) YoY -11.20% (-$43.9M)
Accenture Plc(ACNcusipG1151C101)	—	QoQ - YoY -	All Managers (Combined)	$343.2M	QoQ -11.29% (-$43.7M) YoY -9.97% (-$38.0M)
Servicenow, Inc.(NOWcusip81762P102)	—	QoQ - YoY -	All Managers (Combined)	$338.4M	QoQ -24.90% (-$112.2M) YoY -11.23% (-$42.8M)
Mastercard Inc(MAcusip57636Q104)	—	QoQ - YoY -	All Managers (Combined)	$304.2M	QoQ +4.09% (+$12.0M) YoY +13.81% (+$36.9M)
Pepsico Inc(PEPcusip713448108)	—	QoQ - YoY -	All Managers (Combined)	$299.9M	QoQ -1.39% (-$4.2M) YoY -14.32% (-$50.1M)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$281.2M	QoQ -17.96% (-$61.6M) YoY +2.60% (+$7.1M)
Adobe Inc.(ADBEcusip00724F101)	—	QoQ - YoY -	All Managers (Combined)	$279.2M	QoQ -12.78% (-$40.9M) YoY -23.14% (-$84.1M)
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$278.4M	QoQ -18.30% (-$62.4M) YoY +2.45% (+$6.7M)
Johnson & Johnson(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$265.3M	QoQ +14.67% (+$34.0M) YoY -1.33% (-$3.6M)
Nike, Inc.(NKEcusip654106103)	—	QoQ - YoY -	All Managers (Combined)	$190.4M	QoQ -16.10% (-$36.6M) YoY -18.94% (-$44.5M)
Neumora Therapeutics, Inc.(NMRAcusip640979100)	—	QoQ - YoY -	All Managers (Combined)	$3.3M	QoQ -90.56% (-$31.8M) YoY -92.72% (-$42.2M)