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

CIK

1026720

Location

LONDON, X0

Portfolio Value

Mid $9,011,871,153

Diversification

Diversified

Filing Date

Global Rank

#584 / 8,795 ▼ 55 · as of Jun 2026

Top Industry

Internet Retail 14.9%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.2%

+1.4 pts

Top 5

48.9%

+3.0 pts

Top 10

79.1%

+4.0 pts

HHI

756

Diversified+53

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.8%	$2,507,544,543	5
Financial Services	19.8%	$1,780,043,801	4
Consumer Cyclical	16.2%	$1,463,262,000	3
Communication Services	14.2%	$1,279,260,000	1
Healthcare	12.5%	$1,129,748,009	4
Basic Materials	6.4%	$581,212,800	1
Consumer Defensive	3.0%	$270,800,000	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+195,117	1,695,117	$632,312,543
MA	Mastercard Inc	+47,500	717,500	$368,508,000
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MDLN	Medline Inc.	146,602	$6,523,789
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $9,011,871,153 total · filing declares 20 positions · $9,011,871,154 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Held	3,600,000	0	$1,279,260,000	+23.7%	14.20%
V	Visa Inc. Financial Services	Held	2,400,000	0	$823,416,000	+13.5%	9.14%
AAPL	Apple Inc. Technology	Held	2,800,000	0	$810,208,000	+14.0%	8.99%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,300,000	0	$786,522,000	+14.4%	8.73%
CSCO	Cisco Systems, Inc. Technology	Held	6,000,000	0	$704,760,000	+51.4%	7.82%
MSFT	Microsoft Corp Technology	Added	1,695,117	+195,117	$632,312,543	+13.9%	7.02%
LIN	Linde PLC Basic Materials	Held	1,120,000	0	$581,212,800	+4.7%	6.45%
DASH	DoorDash, Inc. Consumer Cyclical	Held	3,000,000	0	$553,590,000	+22.9%	6.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	700	0	$524,195,000	+4.3%	5.82%
EW	Edwards Lifesciences Corp Healthcare	Held	4,800,000	0	$434,208,000	+13.0%	4.82%
JNJ	Johnson & Johnson Healthcare	Held	1,600,000	0	$406,352,000	+3.9%	4.51%
MA	Mastercard Inc Financial Services	Added	717,500	+47,500	$368,508,000	+10.1%	4.09%
ABT	Abbott Laboratories Healthcare	Held	3,125,000	0	$283,562,500	−11.6%	3.15%
PEP	Pepsico Inc Consumer Defensive	Held	2,000,000	0	$270,800,000	−12.8%	3.00%
NOW	ServiceNow, Inc. Technology	Held	2,250,000	0	$223,380,000	−5.0%	2.48%
ACN	Accenture plc Technology	Held	1,100,000	0	$136,884,000	−37.2%	1.52%
NKE	NIKE, Inc. Consumer Cyclical	Held	3,000,000	0	$123,150,000	−22.3%	1.37%
KLAR	Klarna Group plc Financial Services	Held	3,158,340	0	$63,924,801	+54.6%	0.71%
NMRA	Neumora Therapeutics, Inc. Healthcare	Held	3,309,123	0	$5,625,509	−12.8%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.