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CIK: 0001026720
Total reported value
$9.0B
$9.0B
21 檔
36.8%
The Q4 2024 SEC filing reveals that Wellcome Trust LTD held a total portfolio value of $9.0B, covering 21 public equity positions.
In Q4 2024, Wellcome Trust LTD adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including V, AMZN, AAPL) accounted for 36.8% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
CART
前期市值: $144.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 9.16% | +0.18% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.75% | +0.24% | -7.04% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.47% | +0.21% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.64% | +0.16% | — | |
| 5 | DASH | Doordash Inc - A | Stock-Consumer Disc | 6.08% | +0.57% | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.76% | -0.39% | — | |
| 7 | LIN | Linde plc | Stock-Materials | 5.66% | -0.41% | — | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 5.44% | -0.43% | -15.00% | |
| 9 | ACN | Accenture plc | Stock-Tech | 4.67% | -1.17% | — | |
| 10 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.29% | +0.07% | +6.67% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 4.29% | +2.07% | — | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 4.27% | -0.81% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.14% | +0.68% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.12% | +0.75% | — | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 3.87% | — | — | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.67% | -0.84% | — | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 3.53% | -0.05% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.80% | -0.32% | — | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.74% | -0.59% | — | |
| 20 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.42% | -0.02% | — | |
| 21 | IOT | Samsara Inc-cl A | Stock-Tech | 0.22% | — | -50.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1.1% | — | Unchanged |
| 2 | DASH | Doordash Inc - A | +0.9% | — | Unchanged |
| 3 | AMZN | Amazon.com Inc | +0.7% | -7.04% | Trim |
| 4 | EW | Edwards Lifesciences CORP | +0.7% | +6.67% | Add |
| 5 | AAPL | Apple Inc | +0.5% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | — | Unchanged |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | — | Unchanged |
| 8 | CSCO | Cisco Systems Inc | +0.4% | — | Unchanged |
| 9 | MA | Mastercard Inc - A | +0.2% | — | Unchanged |
| 10 | NOW | Servicenow Inc | — | -15.00% | Trim |
| 11 | ACN | Accenture plc | -0.1% | — | Unchanged |
| 12 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 13 | NMRA | Neumora Therapeutics Inc | -0.1% | — | Unchanged |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 15 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 16 | IOT | Samsara Inc-cl A | -0.3% | -50.39% | Trim |
| 17 | JNJ | Johnson & Johnson | -0.4% | — | Unchanged |
| 18 | PEP | Pepsico Inc | -0.5% | — | Unchanged |
| 19 | NKE | Nike Inc -cl B | -0.5% | — | Unchanged |
| 20 | ADBE | Adobe Inc | -0.7% | — | Unchanged |
| 21 | LIN | Linde plc | -0.8% | — | Unchanged |
| 22 | CART | Maplebear Inc | -1.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Wellcome Trust LTD reported a total U.S. public equity portfolio value of $9.0B across 21 disclosed positions in Q4 2024.
During Q4 2024, Wellcome Trust LTD's top holdings by market value included V (9.2%)、AMZN (8.8%)、AAPL (8.5%). The largest single position, V, represented 9.2% of total portfolio value.
In Q4 2024, Wellcome Trust LTD made 5 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 3 holdings, and fully liquidating 1 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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