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CIK: 0001026720
Total reported value
$9.0B
$9.0B
20 檔
40.3%
During the Q2 2025 filing period, Wellcome Trust LTD (CIK: 0001026720) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.0B across 20 reported positions.
In Q2 2025, Wellcome Trust LTD displayed an active expansion posture, initiating 0 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 9.83% | +0.18% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.61% | +0.16% | — | |
| 3 | DASH | Doordash Inc - A | Stock-Consumer Disc | 8.53% | +0.57% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.36% | +0.24% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.63% | +0.21% | — | |
| 6 | LIN | Linde plc | Stock-Materials | 6.06% | -0.41% | — | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.89% | -0.39% | — | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 5.34% | -0.43% | +5.88% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 4.91% | -0.81% | — | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 4.80% | +2.07% | — | |
| 11 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.33% | +0.07% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 3.86% | -0.05% | +7.21% | |
| 13 | ACN | Accenture plc | Stock-Tech | 3.79% | -1.17% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.68% | +0.68% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.66% | +0.75% | — | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 3.35% | — | +3.02% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.05% | -0.84% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.82% | -0.32% | — | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.46% | -0.59% | — | |
| 20 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.03% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DASH | Doordash Inc - A | +1.7% | — | Unchanged |
| 2 | MSFT | Microsoft CORP | +1.6% | — | Unchanged |
| 3 | NOW | Servicenow Inc | +1.1% | +5.88% | Add |
| 4 | AMZN | Amazon.com Inc | +0.5% | — | Unchanged |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 6 | CSCO | Cisco Systems Inc | +0.2% | — | Unchanged |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 8 | NKE | Nike Inc -cl B | +0.1% | — | Unchanged |
| 9 | MA | Mastercard Inc - A | +0.1% | +7.21% | Add |
| 10 | NMRA | Neumora Therapeutics Inc | 0% | — | Unchanged |
| 11 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 12 | ADBE | Adobe Inc | -0.1% | +3.02% | Add |
| 13 | ABT | Abbott Laboratories | -0.3% | — | Unchanged |
| 14 | LIN | Linde plc | -0.5% | — | Unchanged |
| 15 | JNJ | Johnson & Johnson | -0.5% | — | Unchanged |
| 16 | ACN | Accenture plc | -0.5% | — | Unchanged |
| 17 | V | Visa Inc-class A Shares | -0.7% | — | Unchanged |
| 18 | PEP | Pepsico Inc | -0.7% | — | Unchanged |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | -1.1% | — | Unchanged |
| 20 | AAPL | Apple Inc | -1.2% | — | Unchanged |
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 Q2 2025.
During Q2 2025, Wellcome Trust LTD's top holdings by market value included V (9.8%)、MSFT (8.6%)、DASH (8.5%). The largest single position, V, represented 9.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including V, MSFT, DASH) accounted for 40.3% of total reported equity market value during Q2 2025.
In Q2 2025, Wellcome Trust LTD made 3 total portfolio adjustments, initiating 0 new buys, adding to 3 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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