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

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Files quarterly holdings with the SEC · Q2 2026 · figures are the filer's own · filings arrive up to 45 days after quarter end

Disclosed US stock book

$9.0B

the filing's own total; every row accounted for

Positions

20

This quarter

+0 opened · 1 exited

Top 10 holdings

SecurityValueQ/Q · Gold
V$823M
AAPL$810M
AMZN$787M
CSCO$705M
GOOGL$643M
GOOG$636M
MSFT$632M
LINDE PLC$581M
DASH$554M
BRK.A$524M

…and 10 more positions. Quarter-over-quarter changes, adds and trims are part of the flows intelligence for Gold members.

Every position in the manager's quarterly holdings filing with the SEC is counted. A name without a link is one Moneyta does not cover yet.

Was this book followable? Gold

Every quarter since 2020, replayed at the real filing delay, against the S&P 500. The number nobody else computes.

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Flows, compare, and your portfolio beside theirs Gold

Quarter-over-quarter moves, overlap with other managers, and where you stand next to them.

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Further reading

Source: the manager's quarterly holdings filings with the SEC, via EDGAR. Disclosed long US positions only, not the fund's complete portfolio. Option rows show the UNDERLYING notional value the SEC requires, not premium paid: a put is bearish exposure, and notional overstates the actual bet. Educational analysis of published data. Insight, not advice.

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WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 13F holdings: top positions and quarterly changes | Moneyta.co