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CIK: 0001026720
Total reported value
$9.0B
$9.0B
21 檔
41.8%
In Q4 2025, Wellcome Trust LTD's U.S. equity holdings reached a combined market value of $9.0B, distributed across 21 disclosed stock positions.
In Q4 2025, Wellcome Trust LTD displayed an active expansion posture, initiating 0 new positions and adding to 1 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 | 9.04% | +0.18% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.18% | +0.24% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.17% | +0.21% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.79% | +0.16% | — | |
| 5 | DASH | Doordash Inc - A | Stock-Consumer Disc | 7.29% | +0.57% | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.06% | +0.68% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.05% | +0.75% | — | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.67% | -0.39% | — | |
| 9 | LIN | Linde plc | Stock-Materials | 5.13% | -0.41% | — | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 4.96% | +2.07% | — | |
| 11 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.39% | +0.07% | — | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 4.20% | -0.81% | — | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 3.70% | -0.43% | +400.00% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 3.65% | -0.05% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.55% | -0.32% | — | |
| 16 | ACN | Accenture plc | Stock-Tech | 3.17% | -1.17% | — | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.08% | -0.84% | — | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 2.82% | — | — | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.05% | -0.59% | — | |
| 20 | KLAR | Klarna Group plc | Stock-Other | 0.98% | +0.20% | — | |
| 21 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.06% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.3% | — | Unchanged |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | — | Unchanged |
| 3 | CSCO | Cisco Systems Inc | +0.5% | — | Unchanged |
| 4 | AAPL | Apple Inc | +0.4% | — | Unchanged |
| 5 | EW | Edwards Lifesciences CORP | +0.3% | — | Unchanged |
| 6 | JNJ | Johnson & Johnson | +0.3% | — | Unchanged |
| 7 | AMZN | Amazon.com Inc | +0.3% | — | Unchanged |
| 8 | ACN | Accenture plc | +0.2% | — | Unchanged |
| 9 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 10 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 11 | NMRA | Neumora Therapeutics Inc | 0% | — | Unchanged |
| 12 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 13 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 15 | NKE | Nike Inc -cl B | -0.2% | — | Unchanged |
| 16 | KLAR | Klarna Group plc | -0.3% | — | Unchanged |
| 17 | ABT | Abbott Laboratories | -0.4% | — | Unchanged |
| 18 | LIN | Linde plc | -0.7% | — | Unchanged |
| 19 | MSFT | Microsoft CORP | -0.7% | — | Unchanged |
| 20 | NOW | Servicenow Inc | -0.8% | +400.00% | Add |
| 21 | DASH | Doordash Inc - A | -1.6% | — | Unchanged |
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 2025.
During Q4 2025, Wellcome Trust LTD's top holdings by market value included V (9.0%)、AMZN (8.2%)、AAPL (8.2%). The largest single position, V, represented 9.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including V, AMZN, AAPL) accounted for 41.8% of total reported equity market value during Q4 2025.
In Q4 2025, Wellcome Trust LTD made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 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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