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CIK: 0001026720
Total reported value
$9.0B
$9.0B
21 檔
42.7%
At the close of Q3 2025, Wellcome Trust LTD disclosed equity holdings valued at approximately $9.0B, spread across 21 reported holdings.
In Q3 2025, Wellcome Trust LTD displayed an active expansion posture, initiating 1 new positions and adding to 3 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including V, DASH, MSFT) accounted for 42.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 8.92% | +0.18% | — | |
| 2 | DASH | Doordash Inc - A | Stock-Consumer Disc | 8.88% | +0.57% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.46% | +0.16% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.89% | +0.24% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 7.76% | +0.21% | — | |
| 6 | LIN | Linde plc | Stock-Materials | 5.79% | -0.41% | — | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.75% | -0.39% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.77% | +0.68% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.76% | +0.75% | — | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 4.56% | -0.81% | — | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 4.51% | -0.43% | — | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 4.47% | +2.07% | — | |
| 13 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.06% | +0.07% | — | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 3.68% | -0.05% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.23% | -0.32% | — | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.06% | -0.84% | — | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.95% | -1.17% | — | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 2.88% | — | — | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.28% | -0.59% | — | |
| 20 | KLAR | Klarna Group plc | Stock-Other | 1.26% | +0.20% | — | |
| 21 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.07% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DASH | Doordash Inc - A | +2% | — | Unchanged |
| 2 | MSFT | Microsoft CORP | +1.4% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | +1.3% | — | Unchanged |
| 4 | GOOG | Alphabet Inc-cl C | +1.3% | — | Unchanged |
| 5 | NOW | Servicenow Inc | +0.3% | — | Add |
| 6 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 7 | NMRA | Neumora Therapeutics Inc | 0% | — | Unchanged |
| 8 | AAPL | Apple Inc | 0% | — | Unchanged |
| 9 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 10 | NKE | Nike Inc -cl B | -0.1% | — | Unchanged |
| 11 | MA | Mastercard Inc - A | -0.1% | — | Add |
| 12 | CSCO | Cisco Systems Inc | -0.2% | — | Unchanged |
| 13 | EW | Edwards Lifesciences CORP | -0.3% | — | Unchanged |
| 14 | ADBE | Adobe Inc | -0.6% | — | Add |
| 15 | ABT | Abbott Laboratories | -0.6% | — | Unchanged |
| 16 | PEP | Pepsico Inc | -0.7% | — | Unchanged |
| 17 | LIN | Linde plc | -0.7% | — | Unchanged |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | -1.2% | — | Unchanged |
| 19 | ACN | Accenture plc | -1.3% | — | Unchanged |
| 20 | V | Visa Inc-class A Shares | -1.6% | — | Unchanged |
| 21 | KLAR | Klarna Group plc | — | 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 21 disclosed positions in Q3 2025.
During Q3 2025, Wellcome Trust LTD's top holdings by market value included V (8.9%)、DASH (8.9%)、MSFT (8.5%). The largest single position, V, represented 8.9% of total portfolio value.
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Top New Position Initiated
KLAR
市值: $115.8M
In Q3 2025, Wellcome Trust LTD made 4 total portfolio adjustments, initiating 1 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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