WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $8.1B across 21 positions as of Q1 2026. Top holdings: V (9.0%), AAPL (8.8%), AMZN (8.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Q1 2026 Summary
Added 1 new position, exited 1, increased 1. No standout high-conviction moves this quarter. Portfolio: $8.1B across 21 positions.
Top holdings by portfolio weight
V8.96%
AAPL8.78%
AMZN8.49%
MSFT6.86%
LIN6.86%
GOOGL6.39%
GOOG6.38%
BRK/A6.21%
CSCO5.75%
DASH5.57%
Other4.83%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings21 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
VISA INC | 2.4M | $725.4M | 9.0% | $191.21 | +71.01% | 25 qtrssince 2020-Q1 | Unchanged 0 | |
APPLE INC | 2.8M | $710.6M | 8.8% | $94.40 | +218.03% | 29 qtrssince 2019-Q1 | Unchanged 0 | |
AMAZON COM INC | 3.3M | $687.3M | 8.5% | $108.62 | +143.17% | 29 qtrssince 2019-Q1 | Unchanged 0 | |
MICROSOFT CORP | 1.5M | $555.3M | 6.9% | $111.16 | +284.38% | 29 qtrssince 2019-Q1 | Unchanged 0 | |
LINDE PLC | 1.1M | $555.3M | 6.9% | $339.28 | +49.17% | 13 qtrssince 2023-Q1 | Unchanged 0 | |
ALPHABET INC | 1.8M | $517.6M | 6.4% | $94.78 | +318.94% | 29 qtrssince 2019-Q1 | Unchanged 0 | |
ALPHABET INC | 1.8M | $516.3M | 6.4% | $95.40 | +312.14% | 29 qtrssince 2019-Q1 | Unchanged 0 | |
BERKSHIRE HATHAWAY INC DEL | 700 | $502.7M | 6.2% | $301,215.00 | +137.80% | 29 qtrssince 2019-Q1 | Unchanged 0 | |
CISCO SYS INC | 6M | $465.5M | 5.8% | $43.91 | +169.21% | 29 qtrssince 2019-Q1 | Unchanged 0 | |
DOORDASH INC | 3M | $450.5M | 5.6% | $139.63 | +14.01% | 22 qtrssince 2020-Q4 | Unchanged 0 | |
Showing 10 of 21 results.11 more with Pro.PROUpgrade to see all → | ||||||||
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer