WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST

Fund

Wellcome Trust Portfolio

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST · Investment portfolio of the UK's Wellcome TrustSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: V 9.1%, LIN 6.4%, DASH 6.1%, BRK.A 5.8%, EW 4.8% and 7 more (not traded on the exchange).Rebalances after each quarterly 13F filing

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Return · Past 2 years+50.0%$1,000 → $1,500

Nov 15, 2024Nov 11, 2026

Max drawdown−21.0%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 7/9

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$3,041+$641 (+26.7%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

5 stocks · filed 7/9

GOOGL32.7%
AAPL20.7%
AMZN20.1%
MSFT16.2%
JNJ10.4%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 7/9

07/09

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST kept the portfolio unchanged

Holdings as of 6/30, filed 7/9

07/09

Bought BRK.A, sold out BRK-B

Holdings as of 6/30, filed 7/9

Bought BRK.A 5.8%
Sold out BRK-B
Bought ACN 1.5%

07/09

Bought GOOGL, bought V

Holdings as of 6/30, filed 7/9

Bought GOOGL 14.2%
Bought V 9.1%
Bought AAPL 9.0%
Bought AMZN 8.7%
Bought CSCO 7.8%

and 13 more