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CIK: 0001026720
Total reported value
$9.0B
$9.0B
20 檔
35.7%
In Q1 2025, Wellcome Trust LTD's U.S. equity holdings reached a combined market value of $9.0B, distributed across 20 disclosed stock positions.
In Q1 2025, Wellcome Trust LTD adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including V, AMZN, AAPL) accounted for 35.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 10.52% | +0.18% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.85% | +0.24% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.78% | +0.21% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.04% | +0.16% | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.99% | -0.39% | — | |
| 6 | DASH | Doordash Inc - A | Stock-Consumer Disc | 6.85% | +0.57% | — | |
| 7 | LIN | Linde plc | Stock-Materials | 6.52% | -0.41% | — | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 5.18% | -0.81% | — | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 4.63% | +2.07% | — | |
| 10 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.35% | +0.07% | — | |
| 11 | ACN | Accenture plc | Stock-Tech | 4.29% | -1.17% | — | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 4.23% | -0.43% | — | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 3.80% | -0.05% | — | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.75% | -0.84% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.52% | +0.68% | — | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 3.49% | — | +1.12% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.48% | +0.75% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.32% | -0.32% | — | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.38% | -0.59% | — | |
| 20 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.04% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +6.9% | — | Add |
| 2 | ABT | Abbott Laboratories | +2.9% | — | Add |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +2.5% | — | Trim |
| 4 | AAPL | Apple Inc | +2% | — | Trim |
| 5 | AMZN | Amazon.com Inc | +2% | — | Add |
| 6 | NOW | Servicenow Inc | +1.8% | — | Trim |
| 7 | CSCO | Cisco Systems Inc | +1.4% | — | Trim |
| 8 | ACN | Accenture plc | +1.2% | — | Unchanged |
| 9 | PEP | Pepsico Inc | +0.8% | — | Trim |
| 10 | ADBE | Adobe Inc | 0% | +1.12% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | 0% | — | Add |
| 12 | GOOG | Alphabet Inc-cl C | -0.1% | — | Add |
| 13 | JNJ | Johnson & Johnson | -0.2% | — | Trim |
| 14 | MSFT | Microsoft CORP | -0.5% | — | Trim |
| 15 | NKE | Nike Inc -cl B | -0.7% | — | Add |
| 16 | DASH | Doordash Inc - A | -5.6% | — | Trim |
| 17 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 18 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 19 | LIN | Linde plc | — | NEW | New buy |
| 20 | JD | Jd.com Inc-adr | — | EXIT | Sold out |
| 21 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 22 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 23 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 24 | MA | Mastercard Inc - A | — | NEW | New buy |
| 25 | LIN | Linde plc | — | EXIT | Sold out |
| 26 | ITUB | Itau Unibanco H-spon Prf Adr | — | EXIT | Sold out |
| 27 | KDP | Keurig Dr Pepper Inc | — | EXIT | Sold out |
| 28 | NMRA | Neumora Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Wellcome Trust LTD reported a total U.S. public equity portfolio value of $9.0B across 20 disclosed positions in Q1 2025.
During Q1 2025, Wellcome Trust LTD's top holdings by market value included V (10.5%)、AMZN (7.8%)、AAPL (7.8%). The largest single position, V, represented 10.5% of total portfolio value.
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Top New Position Initiated
LIN
市值: $521.5M
Top Position Liquidated / Trimmed
BABA
前期市值: $697.2M
In Q1 2025, Wellcome Trust LTD made 27 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 8 holdings, and fully liquidating 8 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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