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Stock research / United States / Funds / Wellcome Trust LTD (THE) as trustee of the Wellcome Trust

Wellcome Trust LTD (THE) as trustee of the Wellcome Trust

CIK 1026720 · latest 13F filed 9 July 2026 · Read the filing on EDGAR

Wellcome Trust LTD (THE) as trustee of the Wellcome Trust reported 20 US-listed holdings worth $9.01 billion in its 13F for the quarter ended 30 June 2026, filed 9 July 2026. Its largest: Visa Inc. (9.1%), Apple Inc. (9.0%) and Amazon.com Inc. (8.7%). Against the quarter before, it opened 0 positions, added to 2, trimmed 0 and sold out of 1.

Reported holdings$9.01B+11.3% on Q1 2026
Positions20-1 on Q1 2026
The largest ten74.3%of its reported holdings
Latest 13FQ2 2026filed 9 July 2026
Where the money is
Added toHeld
V9.1%AAPL9.0%AMZN8.7%CSCO7.8%GOOGL7.1%GOOG7.1%MSFT7.0%LIN6.4%DASH6.1%Berkshire5.8%EW4.8%JNJ4.5%MA4.1%ABT3.1%6 more9.1%

The 14 largest of its 20 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $8.21 billion in 22 positions$8.21BQ3 24Q4 2024: $8.28 billion in 21 positions$8.28BQ4 24Q1 2025: $8.00 billion in 20 positions$8.00BQ1 25Q2 2025: $8.67 billion in 20 positions$8.67BQ2 25Q3 2025: $9.18 billion in 21 positions$9.18BQ3 25Q4 2025: $9.32 billion in 21 positions$9.32BQ4 25Q1 2026: $8.09 billion in 21 positions$8.09BQ1 26Q2 2026: $9.01 billion in 20 positions$9.01BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Added 2Held 18Sold out 1
Added: 2Held: 18Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 2

  1. Microsoft Corp. MSFT+195,117 shares · +13%
  2. Mastercard Inc. MA+47,500 shares · +7%

Sold out of 1

  1. Medline Inc. MDLN$6.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Visa Inc. V2,400,000$823.4 million9.14%no change
Apple Inc. AAPL2,800,000$810.2 million8.99%no change
Amazon.com Inc. AMZN3,300,000$786.5 million8.73%no change
Cisco Systems, Inc. CSCO6,000,000$704.8 million7.82%no change
Alphabet Inc. GOOGL1,800,000$643.3 million7.14%no change
Alphabet Inc. GOOG1,800,000$636.0 million7.06%no change
Microsoft Corp. MSFT1,695,117$632.3 million7.02%+195,117
Linde plc LIN1,120,000$581.2 million6.45%no change
DoorDash, Inc. DASH3,000,000$553.6 million6.14%no change
Berkshire Hathaway Inc. Del700$524.2 million5.82%no change
Edwards Lifesciences Corp. EW4,800,000$434.2 million4.82%no change
Johnson & Johnson JNJ1,600,000$406.4 million4.51%no change
Mastercard Inc. MA717,500$368.5 million4.09%+47,500
Abbott Laboratories ABT3,125,000$283.6 million3.15%no change
PepsiCo Inc. PEP2,000,000$270.8 million3.00%no change
ServiceNow, Inc. NOW2,250,000$223.4 million2.48%no change
Accenture plc ACN1,100,000$136.9 million1.52%no change
Nike, Inc. NKE3,000,000$123.2 million1.37%no change
Klarna Group PLC KLAR3,158,340$63.9 million0.71%no change
Neumora Therapeutics Inc. NMRA3,309,123$5.6 million0.06%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.