Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust Portfolio Holdings

Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust

  • $7.77 Billion
  • Q4 2024

Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.77 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $758M, Amazon Com Inc with a value of $724M, Apple Inc. with a value of $701M, Microsoft Corp with a value of $632M, and Door Dash, Inc. with a value of $503M.

Examining the 13F form we can see an increase of $284M in the current position value, from $7.49B to 7.77B.

Below you can find more details about Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust portfolio as well as his latest detailed transactions.

Portfolio value $7.77 Billion
Technology: $2.86 Billion
Financial Services: $1.53 Billion
Communication Services: $1.19 Billion
Consumer Cyclical: $951 Million
Healthcare: $940 Million
Consumer Defensive: $304 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$540B
$758 Million 9.76% of portfolio
2,400,000
Q4 2021 Added 43.71%
$2.39T
$724 Million 9.31% of portfolio
3,300,000
Q4 2024 Reduced 7.04%
$3.58T
$701 Million 9.02% of portfolio
2,800,000
Q3 2023 Reduced 3.45%
$3.31T
$632 Million 8.13% of portfolio
1,500,000
Q2 2024 Reduced 11.76%
$417B
$477 Million 6.13% of portfolio
700
Q2 2024 Reduced 7.89%
$227B
$451 Million 5.8% of portfolio
425,000
Q4 2024 Reduced 15.0%
$228B
$387 Million 4.98% of portfolio
1,100,000
Q2 2020 Added 307.41%
$256B
$355 Million 4.57% of portfolio
6,000,000
Q2 2022 Reduced 7.69%
$219B
$353 Million 4.55% of portfolio
3,125,000
Q4 2023 Added 15.74%
$1.23T
$343 Million 4.41% of portfolio
1,800,000
Q4 2023 Reduced 10.0%
$1.2T
$341 Million 4.38% of portfolio
1,800,000
Q4 2023 Reduced 10.0%
$202B
$320 Million 4.12% of portfolio
720,000
Q4 2023 Reduced 10.0%
$205B
$304 Million 3.91% of portfolio
2,000,000
Q3 2022 Reduced 4.76%
$509B
$292 Million 3.76% of portfolio
555,000
Q3 2022 Added 38.75%
$384B
$231 Million 2.98% of portfolio
1,600,000
Q2 2024 Reduced 5.88%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $7.77 Billion
  • Prior Value $7.49 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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