Filed: 7/9/2026ACC: 0001012975-26-000630
📋 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 $9.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$9.01B
Total AUM (reported)
48.98M
Total Shares
Allocation by class
COM$4.56B50.6%
CL A$1.45B16.0%
COM CL A$823.42M9.1%
SHS$645.14M7.2%
CAP STK CL A$643.27M7.1%
CAP STK CL C$635.99M7.1%
SHS CLASS A$136.88M1.5%
Portfolio Concentration
Top 3$2.42B26.9%
4–10$4.28B47.4%
11–25$2.32B25.7%
Top 3 weight
26.9%
Top 10 weight
74.3%
Voting Authority Distribution
Total shares with voting rights: 48.98M
Sole
Full voting authority
48.98M
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$823.42M
9.14%
Sole
2.40M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.80M
TypeSH
Market value$810.21M
8.99%
Sole
2.80M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.30M
TypeSH
Market value$786.52M
8.73%
Sole
3.30M
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares6M
TypeSH
Market value$704.76M
7.82%
Sole
6M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80M
TypeSH
Market value$643.27M
7.14%
Sole
1.80M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80M
TypeSH
Market value$635.99M
7.06%
Sole
1.80M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.70M
TypeSH
Market value$632.31M
7.02%
Sole
1.70M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares1.12M
TypeSH
Market value$581.21M
6.45%
Sole
1.12M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares3M
TypeSH
Market value$553.59M
6.14%
Sole
3M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares700.00
TypeSH
Market value$524.20M
5.82%
Sole
700.00
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares4.80M
TypeSH
Market value$434.21M
4.82%
Sole
4.80M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares1.60M
TypeSH
Market value$406.35M
4.51%
Sole
1.60M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares717.50K
TypeSH
Market value$368.51M
4.09%
Sole
717.50K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares3.13M
TypeSH
Market value$283.56M
3.15%
Sole
3.13M
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2M
TypeSH
Market value$270.80M
3.00%
Sole
2M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares2.25M
TypeSH
Market value$223.38M
2.48%
Sole
2.25M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares1.10M
TypeSH
Market value$136.88M
1.52%
Sole
1.10M
Shared
0.00
None
0.00
NIKE INC
SOLEShares3M
TypeSH
Market value$123.15M
1.37%
Sole
3M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares3.16M
TypeSH
Market value$63.92M
0.71%
Sole
3.16M
Shared
0.00
None
0.00
NEUMORA THERAPEUTICS INC.
SOLEShares3.31M
TypeSH
Market value$5.63M
0.06%
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 | $823.42M 9.14% | 2.40M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.80M | SH | $810.21M 8.99% | 2.80M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.30M | SH | $786.52M 8.73% | 3.30M | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 6M | SH | $704.76M 7.82% | 6M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.80M | SH | $643.27M 7.14% | 1.80M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.80M | SH | $635.99M 7.06% | 1.80M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.70M | SH | $632.31M 7.02% | 1.70M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 1.12M | SH | $581.21M 6.45% | 1.12M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 3M | SH | $553.59M 6.14% | 3M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 700.00 | SH | $524.20M 5.82% | 700.00 | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 4.80M | SH | $434.21M 4.82% | 4.80M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.60M | SH | $406.35M 4.51% | 1.60M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 717.50K | SH | $368.51M 4.09% | 717.50K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 3.13M | SH | $283.56M 3.15% | 3.13M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2M | SH | $270.80M 3.00% | 2M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 2.25M | SH | $223.38M 2.48% | 2.25M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 1.10M | SH | $136.88M 1.52% | 1.10M | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 3M | SH | $123.15M 1.37% | 3M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 3.16M | SH | $63.92M 0.71% | 3.16M | 0.00 | 0.00 |
NEUMORA THERAPEUTICS INC.SOLE | COM | 3.31M | SH | $5.63M 0.06% | 3.31M | 0.00 | 0.00 |