Vault-13

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

LONDON, X0 · CIK 1026720 · 13F filing filed 2025-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$8.7bn reported value +8.3% vs Q1 2025
20positions
69.0%in top 10
0 new 3 added 0 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VISA INC COM CL A V V 2,400,000 $852.1m9.83% 9.83% UnchangedShares held: Q3 2024 2.4m, Q4 2024 2.4m, Q1 2025 2.4m, Q2 2025 2.4m
2 MICROSOFT CORP COM MSFT MSFT 1,500,000 $746.1m8.61% 8.61% UnchangedShares held: Q3 2024 1.5m, Q4 2024 1.5m, Q1 2025 1.5m, Q2 2025 1.5m
3 DOORDASH INC CL A DASH DASH 3,000,000 $739.5m8.53% 8.53% UnchangedShares held: Q3 2024 3.0m, Q4 2024 3.0m, Q1 2025 3.0m, Q2 2025 3.0m
4 AMAZON COM INC COM AMZN AMZN 3,300,000 $724.0m8.36% 8.36% UnchangedShares held: Q3 2024 3.5m, Q4 2024 3.3m, Q1 2025 3.3m, Q2 2025 3.3m
5 APPLE INC COM AAPL AAPL 2,800,000 $574.5m6.63% 6.63% UnchangedShares held: Q3 2024 2.8m, Q4 2024 2.8m, Q1 2025 2.8m, Q2 2025 2.8m
6 LINDE PLC SHS LIN LIN 1,120,000 $525.5m6.06% 6.06% UnchangedShares held: Q3 2024 1.1m, Q4 2024 1.1m, Q1 2025 1.1m, Q2 2025 1.1m
7 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 700 $510.2m5.89% 5.89% UnchangedShares held: Q3 2024 700, Q4 2024 700, Q1 2025 700, Q2 2025 700
8 SERVICENOW INC COM NOW NOW 450,000 $462.6m5.34% 5.34% AddedShares held: Q3 2024 500.0k, Q4 2024 425.0k, Q1 2025 425.0k, Q2 2025 450.0k +25.0k +25,000 5.9%
9 ABBOTT LABS COM ABT ABT 3,125,000 $425.0m4.91% 4.91% UnchangedShares held: Q3 2024 3.1m, Q4 2024 3.1m, Q1 2025 3.1m, Q2 2025 3.1m
10 CISCO SYS INC COM CSCO CSCO 6,000,000 $416.3m4.80% 4.80% UnchangedShares held: Q3 2024 6.0m, Q4 2024 6.0m, Q1 2025 6.0m, Q2 2025 6.0m
11 EDWARDS LIFESCIENCES CORP COM EW EW 4,800,000 $375.4m4.33% 4.33% UnchangedShares held: Q3 2024 4.5m, Q4 2024 4.8m, Q1 2025 4.8m, Q2 2025 4.8m
12 MASTERCARD INCORPORATED CL A MA MA 595,000 $334.4m3.86% 3.86% AddedShares held: Q3 2024 555.0k, Q4 2024 555.0k, Q1 2025 555.0k, Q2 2025 595.0k +40.0k +40,000 7.2%
13 ACCENTURE PLC IRELAND SHS CLASS A ACN ACN 1,100,000 $328.8m3.79% 3.79% UnchangedShares held: Q3 2024 1.1m, Q4 2024 1.1m, Q1 2025 1.1m, Q2 2025 1.1m
14 ALPHABET INC CAP STK CL C GOOG GOOG 1,800,000 $319.3m3.68% 3.68% UnchangedShares held: Q3 2024 1.8m, Q4 2024 1.8m, Q1 2025 1.8m, Q2 2025 1.8m
15 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,800,000 $317.2m3.66% 3.66% UnchangedShares held: Q3 2024 1.8m, Q4 2024 1.8m, Q1 2025 1.8m, Q2 2025 1.8m
16 ADOBE INC COM ADBE ADBE 750,000 $290.2m3.35% 3.35% AddedShares held: Q3 2024 720.0k, Q4 2024 720.0k, Q1 2025 728.0k, Q2 2025 750.0k +22.0k +21,962 3.0%
17 PEPSICO INC COM PEP PEP 2,000,000 $264.1m3.05% 3.05% UnchangedShares held: Q3 2024 2.0m, Q4 2024 2.0m, Q1 2025 2.0m, Q2 2025 2.0m
18 JOHNSON & JOHNSON COM JNJ JNJ 1,600,000 $244.4m2.82% 2.82% UnchangedShares held: Q3 2024 1.6m, Q4 2024 1.6m, Q1 2025 1.6m, Q2 2025 1.6m
19 NIKE INC CL B NKE NKE 3,000,000 $213.1m2.46% 2.46% UnchangedShares held: Q3 2024 3.0m, Q4 2024 3.0m, Q1 2025 3.0m, Q2 2025 3.0m
20 NEUMORA THERAPEUTICS INC. COM NMRA NMRA 3,309,123 $2.4m0.03% 0.03% UnchangedShares held: Q3 2024 3.3m, Q4 2024 3.3m, Q1 2025 3.3m, Q2 2025 3.3m