The Analysis of WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's Holdings & P&L


Currently, WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST holds 21 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in MA (+75.0K shares, valued at $37.5M), N/A (+146.6K shares, valued at $6.5M); initiated new positions in N/A (+146.6K shares, valued at $6.5M).


1M P&L
+387.2M+5.80%
3M P&L
+396.1M+5.94%
HY P&L
-95.3M-1.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services1.1B
16.9%
2Consumer Electronics710.6M
11.3%
3Medical Devices705.2M
11.2%

Top Industries by Stock Count

1Medical Devices2 stocks
12.5%
2Software - Infrastructure2 stocks
12.5%
3Credit Services2 stocks
12.5%
Stock Holdings
V
VISA INC
0.00%
Shares2.4M
Event2026-03-31
Filed2026-04-22
AAPL
APPLE INC
0.00%
Shares2.8M
Event2026-03-31
Filed2026-04-22
AMZN
AMAZON COM INC
0.00%
Shares3.3M
Event2026-03-31
Filed2026-04-22
MSFT
MICROSOFT CORP
0.00%
Shares1.5M
Event2026-03-31
Filed2026-04-22
LINDE PLC
LINDE PLC
0.00%
Shares1.1M
Event2026-03-31
Filed2026-04-22
ALPHABET INC
ALPHABET INC
0.00%
Shares1.8M
Event2026-03-31
Filed2026-04-22
ALPHABET INC
ALPHABET INC
0.00%
Shares1.8M
Event2026-03-31
Filed2026-04-22
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares700
Event2026-03-31
Filed2026-04-22
CSCO
CISCO SYS INC
0.00%
Shares6.0M
Event2026-03-31
Filed2026-04-22
DASH
DOORDASH INC
0.00%
Shares3.0M
Event2026-03-31
Filed2026-04-22
JNJ
JOHNSON & JOHNSON
0.00%
Shares1.6M
Event2026-03-31
Filed2026-04-22
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares4.8M
Event2026-03-31
Filed2026-04-22
MA
MASTERCARD INCORPORATED
12.61%
Shares670.0K
Event2026-03-31
Filed2026-04-22
ABT
ABBOTT LABS
0.00%
Shares3.1M
Event2026-03-31
Filed2026-04-22
PEP
PEPSICO INC
0.00%
Shares2.0M
Event2026-03-31
Filed2026-04-22
NOW
SERVICENOW INC
0.00%
Shares2.3M
Event2026-03-31
Filed2026-04-22
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.00%
Shares1.1M
Event2026-03-31
Filed2026-04-22
NKE
NIKE INC
0.00%
Shares3.0M
Event2026-03-31
Filed2026-04-22
KLAR
KLARNA GROUP PLC
0.00%
Shares3.2M
Event2026-03-31
Filed2026-04-22
MEDLINE INC
MEDLINE INC
New
Shares146.6K
Event2026-03-31
Filed2026-04-22
NMRA
NEUMORA THERAPEUTICS INC.
0.00%
Shares3.3M
Event2026-03-31
Filed2026-04-22

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST Institutional Holdings, Portfolio & P&L β€” TradeFomo