WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Portfolio value QoQ: +11.3% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.08% Est. buys $97,178,543 · sells $6,523,789
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 90.9% still held
Performance vs S&P 500
Annualized: +11.7% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 20 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| V | $823,416,000 | 9.14% | 2,400,000 | $98,040,000 | |||
| AAPL | $810,208,000 | 8.99% | 2,800,000 | $99,596,000 | |||
| AMZN | $786,522,000 | 8.73% | 3,300,000 | $99,231,000 | |||
| CSCO | $704,760,000 | 7.82% | 6,000,000 | $239,220,000 | |||
| GOOGL | $643,266,000 | 7.14% | 1,800,000 | $125,658,000 | |||
| GOOG | $635,994,000 | 7.06% | 1,800,000 | $119,646,000 | |||
| MSFT | $632,312,543 | 7.02% | 1,695,117 | $77,057,543 | Up ×1 | ||
| LIN | $581,212,800 | 6.45% | 1,120,000 | $25,961,600 | |||
| DASH | $553,590,000 | 6.14% | 3,000,000 | $103,140,000 | |||
| BRK-A | $524,195,000 | 5.82% | 700 | $21,497,000 | |||
| EW | $434,208,000 | 4.82% | 4,800,000 | $49,824,000 | |||
| JNJ | $406,352,000 | 4.51% | 1,600,000 | $15,248,000 | |||
| MA | $368,508,000 | 4.09% | 717,500 | $33,735,800 | Up ×2 | ||
| ABT | $283,562,500 | 3.15% | 3,125,000 | $-37,281,250 | |||
| PEP | $270,800,000 | 3.00% | 2,000,000 | $-39,780,000 | |||
| NOW | $223,380,000 | 2.48% | 2,250,000 | $-11,857,500 | |||
| ACN | $136,884,000 | 1.52% | 1,100,000 | $-81,235,000 | |||
| NKE | $123,150,000 | 1.37% | 3,000,000 | $-35,310,000 | |||
| KLAR | $63,924,802 | 0.71% | 3,158,340 | $22,582,131 | |||
| NMRA | $5,625,509 | 0.06% | 3,309,123 | $-827,281 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CSCO | Price move only | +0 | +$239.2M |
| GOOGL | Price move only | +0 | +$125.7M |
| GOOG | Price move only | +0 | +$119.6M |
| DASH | Price move only | +0 | +$103.1M |
| AAPL | Price move only | +0 | +$99.6M |
| AMZN | Price move only | +0 | +$99.2M |
| V | Price move only | +0 | +$98.0M |
| ACN | Price move only | +0 | -$81.2M |
| MSFT | Bought more | +195K | +$77.1M |
| EW | Price move only | +0 | +$49.8M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.