Filed: 7/24/2025ACC: 0001012975-25-000385
📋 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 $8.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$8.67B
Total AUM (reported)
44.45M
Total Shares
Allocation by class
COM$4.52B52.2%
CL A$1.58B18.3%
COM CL A$852.12M9.8%
SHS$525.48M6.1%
SHS CLASS A$328.78M3.8%
CAP STK CL C$319.30M3.7%
CAP STK CL A$317.21M3.7%
Portfolio Concentration
Top 3$2.34B27.0%
4–10$3.64B42.0%
11–25$2.69B31.0%
Top 3 weight
27.0%
Top 10 weight
69.0%
Voting Authority Distribution
Total shares with voting rights: 44.45M
Sole
Full voting authority
44.45M
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$852.12M
9.83%
Sole
2.40M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.50M
TypeSH
Market value$746.12M
8.61%
Sole
1.50M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares3M
TypeSH
Market value$739.53M
8.53%
Sole
3M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.30M
TypeSH
Market value$723.99M
8.36%
Sole
3.30M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.80M
TypeSH
Market value$574.48M
6.63%
Sole
2.80M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares1.12M
TypeSH
Market value$525.48M
6.06%
Sole
1.12M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares700.00
TypeSH
Market value$510.16M
5.89%
Sole
700.00
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares450K
TypeSH
Market value$462.64M
5.34%
Sole
450K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares3.13M
TypeSH
Market value$425.03M
4.91%
Sole
3.13M
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares6M
TypeSH
Market value$416.28M
4.80%
Sole
6M
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares4.80M
TypeSH
Market value$375.41M
4.33%
Sole
4.80M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares595K
TypeSH
Market value$334.35M
3.86%
Sole
595K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares1.10M
TypeSH
Market value$328.78M
3.79%
Sole
1.10M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80M
TypeSH
Market value$319.30M
3.68%
Sole
1.80M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80M
TypeSH
Market value$317.21M
3.66%
Sole
1.80M
Shared
0.00
None
0.00
ADOBE INC
SOLEShares750K
TypeSH
Market value$290.16M
3.35%
Sole
750K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2M
TypeSH
Market value$264.08M
3.05%
Sole
2M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares1.60M
TypeSH
Market value$244.40M
2.82%
Sole
1.60M
Shared
0.00
None
0.00
NIKE INC
SOLEShares3M
TypeSH
Market value$213.12M
2.46%
Sole
3M
Shared
0.00
None
0.00
NEUMORA THERAPEUTICS INC.
SOLEShares3.31M
TypeSH
Market value$2.43M
0.03%
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 | $852.12M 9.83% | 2.40M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.50M | SH | $746.12M 8.61% | 1.50M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 3M | SH | $739.53M 8.53% | 3M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.30M | SH | $723.99M 8.36% | 3.30M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.80M | SH | $574.48M 6.63% | 2.80M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 1.12M | SH | $525.48M 6.06% | 1.12M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 700.00 | SH | $510.16M 5.89% | 700.00 | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 450K | SH | $462.64M 5.34% | 450K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 3.13M | SH | $425.03M 4.91% | 3.13M | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 6M | SH | $416.28M 4.80% | 6M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 4.80M | SH | $375.41M 4.33% | 4.80M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 595K | SH | $334.35M 3.86% | 595K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 1.10M | SH | $328.78M 3.79% | 1.10M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.80M | SH | $319.30M 3.68% | 1.80M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.80M | SH | $317.21M 3.66% | 1.80M | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 750K | SH | $290.16M 3.35% | 750K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2M | SH | $264.08M 3.05% | 2M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.60M | SH | $244.40M 2.82% | 1.60M | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 3M | SH | $213.12M 2.46% | 3M | 0.00 | 0.00 |
NEUMORA THERAPEUTICS INC.SOLE | COM | 3.31M | SH | $2.43M 0.03% | 3.31M | 0.00 | 0.00 |