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CIK: 0001026720
Total reported value
$9.0B
$9.0B
23 檔
34.0%
At the close of Q2 2024, Wellcome Trust LTD disclosed equity holdings valued at approximately $9.0B, spread across 23 reported holdings.
During Q2 2024, Wellcome Trust LTD's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, V) accounted for 34.0% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.78% | +0.24% | -6.58% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.58% | +0.16% | -11.76% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 8.06% | +0.18% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 7.54% | +0.21% | — | |
| 5 | LIN | Linde plc | Stock-Materials | 6.29% | -0.41% | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.48% | -0.39% | -7.89% | |
| 7 | ADBE | Adobe Inc | Stock-Tech | 5.12% | — | — | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 5.03% | -0.43% | — | |
| 9 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.84% | +0.07% | — | |
| 10 | ACN | Accenture plc | Stock-Tech | 4.27% | -1.17% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.22% | +0.68% | — | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.22% | -0.84% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.19% | +0.75% | — | |
| 14 | DASH | Doordash Inc - A | Stock-Consumer Disc | 4.17% | +0.57% | — | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 4.15% | -0.81% | — | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 3.65% | +2.07% | — | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 3.13% | -0.05% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.99% | -0.32% | -5.88% | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.65% | -0.59% | +10.00% | |
| 20 | CART | Maplebear Inc | Stock-Consumer Disc | 1.46% | — | — | |
| 21 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.43% | — | -82.97% | |
| 22 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.42% | -0.02% | — | |
| 23 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 0.32% | — | -81.60% |
According to official SEC Form 13F filings, Wellcome Trust LTD reported a total U.S. public equity portfolio value of $9.0B across 23 disclosed positions in Q2 2024.
During Q2 2024, Wellcome Trust LTD's top holdings by market value included AMZN (8.8%)、MSFT (8.6%)、V (8.1%). The largest single position, AMZN, represented 8.8% of total portfolio value.
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In Q2 2024, Wellcome Trust LTD made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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