Filed: 4/24/2025ACC: 0001012975-25-000212
📋 What this filing means
WELLCOME TRUST LTD (THE) AS TRUSTEE OF THE WELLCOME TRUST filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $8.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$8.00B
Total AUM (reported)
44.36M
Total Shares
Allocation by class
COM$4.13B51.7%
CL A$1.41B17.6%
COM CL A$841.10M10.5%
SHS$521.52M6.5%
SHS CLASS A$343.24M4.3%
CAP STK CL C$281.21M3.5%
CAP STK CL A$278.35M3.5%
Portfolio Concentration
Top 3$2.09B26.1%
4–10$3.32B41.6%
11–25$2.58B32.3%
Top 3 weight
26.1%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 44.36M
Sole
Full voting authority
44.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
VISA INC
SOLEShares2.40M
TypeSH
Market value$841.10M
10.52%
Sole
2.40M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.30M
TypeSH
Market value$627.86M
7.85%
Sole
3.30M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.80M
TypeSH
Market value$621.96M
7.78%
Sole
2.80M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.50M
TypeSH
Market value$563.09M
7.04%
Sole
1.50M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares700.00
TypeSH
Market value$558.91M
6.99%
Sole
700.00
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares3M
TypeSH
Market value$548.31M
6.85%
Sole
3M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares1.12M
TypeSH
Market value$521.52M
6.52%
Sole
1.12M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares3.13M
TypeSH
Market value$414.53M
5.18%
Sole
3.13M
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares6M
TypeSH
Market value$370.26M
4.63%
Sole
6M
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares4.80M
TypeSH
Market value$347.90M
4.35%
Sole
4.80M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares1.10M
TypeSH
Market value$343.24M
4.29%
Sole
1.10M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares425K
TypeSH
Market value$338.36M
4.23%
Sole
425K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares555K
TypeSH
Market value$304.21M
3.80%
Sole
555K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2M
TypeSH
Market value$299.88M
3.75%
Sole
2M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80M
TypeSH
Market value$281.21M
3.52%
Sole
1.80M
Shared
0.00
None
0.00
ADOBE INC
SOLEShares728.04K
TypeSH
Market value$279.22M
3.49%
Sole
728.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80M
TypeSH
Market value$278.35M
3.48%
Sole
1.80M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares1.60M
TypeSH
Market value$265.34M
3.32%
Sole
1.60M
Shared
0.00
None
0.00
NIKE INC
SOLEShares3M
TypeSH
Market value$190.44M
2.38%
Sole
3M
Shared
0.00
None
0.00
NEUMORA THERAPEUTICS INC.
SOLEShares3.31M
TypeSH
Market value$3.31M
0.04%
Sole
3.31M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 2.40M | SH | $841.10M 10.52% | 2.40M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.30M | SH | $627.86M 7.85% | 3.30M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.80M | SH | $621.96M 7.78% | 2.80M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.50M | SH | $563.09M 7.04% | 1.50M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 700.00 | SH | $558.91M 6.99% | 700.00 | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 3M | SH | $548.31M 6.85% | 3M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 1.12M | SH | $521.52M 6.52% | 1.12M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 3.13M | SH | $414.53M 5.18% | 3.13M | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 6M | SH | $370.26M 4.63% | 6M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 4.80M | SH | $347.90M 4.35% | 4.80M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 1.10M | SH | $343.24M 4.29% | 1.10M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 425K | SH | $338.36M 4.23% | 425K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 555K | SH | $304.21M 3.80% | 555K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2M | SH | $299.88M 3.75% | 2M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.80M | SH | $281.21M 3.52% | 1.80M | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 728.04K | SH | $279.22M 3.49% | 728.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.80M | SH | $278.35M 3.48% | 1.80M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.60M | SH | $265.34M 3.32% | 1.60M | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 3M | SH | $190.44M 2.38% | 3M | 0.00 | 0.00 |
NEUMORA THERAPEUTICS INC.SOLE | COM | 3.31M | SH | $3.31M 0.04% | 3.31M | 0.00 | 0.00 |