Q2 2026 13F · SEC CIK 1026720
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Investment managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $9.0B
- Reported positions
- 20
- Top holdings a year, 3 yrs
- +12.4%
- Average holding period
- 9.4 yrs
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST is an investment manager that reported 20 positions worth $9.0B in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Visa Inc (V, 9.1%), Apple Inc (AAPL, 9.0%), Amazon Com Inc (AMZN, 8.7%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST holdings all 20 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VVisa Inc | 9.1% | +0.0% | $823.4M |
| AAPLApple Inc | 9.0% | +0.0% | $810.2M |
| AMZNAmazon Com Inc | 8.7% | +0.0% | $786.5M |
| CSCOCisco Sys Inc | 7.8% | +0.0% | $704.8M |
| GOOGLAlphabet Inc | 7.1% | +0.0% | $643.3M |
| GOOGAlphabet Inc | 7.1% | +0.0% | $636.0M |
| MSFTMicrosoft Corp | 7.0% | +13.0% | $632.3M |
| LINLinde PLC | 6.4% | +0.0% | $581.2M |
| DASHDoordash Inc | 6.1% | +0.0% | $553.6M |
| BRK-ABerkshire Hathaway Inc Del | 5.8% | +0.0% | $524.2M |
| EWEdwards Lifesciences Corp | 4.8% | +0.0% | $434.2M |
| JNJJohnson & Johnson | 4.5% | +0.0% | $406.4M |
| MAMastercard Incorporated | 4.1% | +7.1% | $368.5M |
| ABTAbbott Laboratories | 3.1% | +0.0% | $283.6M |
| PEPPepsico Inc | 3.0% | +0.0% | $270.8M |
| NOWServicenow Inc | 2.5% | +0.0% | $223.4M |
| ACNAccenture PLC Ireland | 1.5% | +0.0% | $136.9M |
| NKENike Inc | 1.4% | +0.0% | $123.2M |
| KLARKlarna Group PLC | 0.7% | +0.0% | $63.9M |
| NMRANeumora Therapeutics Inc. | 0.1% | +0.0% | $5.6M |
What WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- MSFT Microsoft Corp+13.0% shares
- MA Mastercard Incorporated+7.1% shares
Reduced
No position shrank by more than 5%.
Sold out
- MDLN Medline Incwas 0.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +6.3% /yr
- S&P 500 +20.1%
- 3 years
- +12.4% /yr
- S&P 500 +20.4%
- 5 years
- +5.1% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $9.0B | 20 |
| Q1 2026 | $8.1B | 21 |
| Q4 2025 | $9.3B | 21 |
| Q3 2025 | $9.2B | 21 |
| Q2 2025 | $8.7B | 20 |
| Q1 2025 | $8.0B | 20 |
| Q4 2024 | $8.3B | 21 |
| Q3 2024 | $8.2B | 22 |
| Q2 2024 | $7.8B | 23 |
| Q1 2024 | $8.3B | 23 |
| Q4 2023 | $8.1B | 23 |
| Q3 2023 | $7.5B | 23 |
Questions about WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's portfolio
What stocks does WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST own?
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 20 positions worth $9.0B. The largest are Visa Inc (V) at 9.1%, Apple Inc (AAPL) at 9.0%, Amazon Com Inc (AMZN) at 8.7%, Cisco Sys Inc (CSCO) at 7.8% and Alphabet Inc (GOOGL) at 7.1%.
What did WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST buy last quarter?
In Q2 2026, WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST added Microsoft Corp (MSFT) (+13.0% shares) and Mastercard Incorporated (MA) (+7.1% shares), compared with its Q1 2026 filing.
What did WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST sell last quarter?
In Q2 2026, WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST sold all of Medline Inc (MDLN), compared with its Q1 2026 filing.
How has WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's portfolio performed?
A portfolio copying WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.3% against +20.1%. Over 5 years: +5.1% a year against +11.6%.
When is WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's next 13F filing due?
13F filings are due 45 days after each quarter ends. WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.