WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Annual return '25
+12.0%
SPY '25
+17.7%
Alpha
-5.8ptsvs SPY
Invested
$8.1B
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$V
VISA INC
Q4 2024: New position (2.40M shares)
9.0%
02
$AAPL
APPLE INC
Q4 2024: New position (2.80M shares)
8.8%
03
$AMZN
AMAZON COM INC
Q4 2024: New position (3.30M shares)
8.5%
04
$MSFT
MICROSOFT CORP
Q4 2024: New position (1.50M shares)
6.9%
05
$LIN
LINDE PLC
Q4 2024: New position (1.12M shares)
6.9%
06
$GOOGL
ALPHABET INC
Q4 2024: New position (1.80M shares)
6.4%
07
$GOOG
ALPHABET INC
Q4 2024: New position (1.80M shares)
6.4%
08
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q4 2024: New position (700 shares)
6.2%
09
$CSCO
CISCO SYS INC
Q4 2024: New position (6.00M shares)
5.8%
10
$DASH
DOORDASH INC
Q4 2024: New position (3.00M shares)
5.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:33 UTC.