WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST

data from 30/09/2025

Capitalization

$ 9.185 B 6.00 %

Average holding period

28 ans

Performance

$ 7.891 B 146.21 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 V VISA INC 8.92% 819.312 M $ 2400000 2020/03/31 -32.808 M $ -3.85 %
2025/09/30 DASH DOORDASH INC 8.88% 815.970 M $ 3000000 2020/12/31 76.440 M $ 10.34 %
2025/09/30 MSFT MICROSOFT CORP 8.46% 776.925 M $ 1500000 2013/06/30 30.810 M $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 7.89% 724.581 M $ 3300000 2018/12/31 594.000 K $ 0.08 %
2025/09/30 AAPL APPLE INC 7.76% 712.964 M $ 2800000 2013/06/30 138.488 M $ 24.11 %
2025/09/30 LIN LINDE PLC 5.79% 532.000 M $ 1120000 2023/03/31 6.518 M $ 1.24 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 5.75% 527.940 M $ 700 2013/06/30 17.780 M $ 3.49 %
2025/09/30 GOOG ALPHABET INC 4.77% 438.390 M $ 1800000 2015/12/31 119.088 M $ 37.30 %
2025/09/30 GOOGL ALPHABET INC 4.76% 437.580 M $ 1800000 2018/03/31 120.366 M $ 37.94 %
2025/09/30 ABT ABBOTT LABS 4.56% 418.563 M $ 3125000 2020/06/30 -6.469 M $ -1.52 %
2025/09/30 NOW SERVICENOW INC 4.51% 414.126 M $ 450000 2021/06/30 -48.510 M $ -10.49 %
2025/09/30 CSCO CISCO SYS INC 4.47% 410.520 M $ 6000000 2013/06/30 -5.760 M $ -1.38 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 4.06% 373.296 M $ 4800000 2022/09/30 -2.112 M $ -0.56 %
2025/09/30 MA MASTERCARD INCORPORATED 3.68% 338.442 M $ 595000 2021/12/31 4.088 M $ 1.22 %
2025/09/30 JNJ JOHNSON & JOHNSON 3.23% 296.672 M $ 1600000 2013/06/30 52.272 M $ 21.39 %
2025/09/30 PEP PEPSICO INC 3.06% 280.880 M $ 2000000 2013/06/30 16.800 M $ 6.36 %
2025/09/30 ACN ACCENTURE PLC IRELAND 2.95% 271.260 M $ 1100000 2020/03/31 -57.519 M $ -17.49 %
2025/09/30 ADBE ADOBE INC 2.88% 264.563 M $ 750000 2020/03/31 -25.597 M $ -8.82 %
2025/09/30 NKE NIKE INC 2.28% 209.190 M $ 3000000 2020/03/31 -3.930 M $ -1.84 %
2025/09/30 KLAR KLARNA GROUP PLC 1.26% 115.753 M $ 3158340 2025/09/30 0.000 $ 0.00 %
2025/09/30 NMRA NEUMORA THERAPEUTICS INC. 0.07% 6.023 M $ 3309123 2023/09/30 3.596 M $ 148.19 %