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 8.8%, LIN 6.4%, DASH 6.0%, MA 4.3%, BRK.A 3.7% and 9 more (not traded on the exchange).Rebalances after each quarterly 13F filing

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Return · Past 2 years+51.1%$1,000 → $1,511

Nov 15, 2024Nov 12, 2026

Max drawdown−21.0%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing9/30 holdingsQuarter-end holdings, filed 11/12

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$3,061+$661 (+27.5%)

Copy with $100 a month

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

Holdings

5 stocks · filed 11/12

GOOGL30.0%
MSFT21.1%
AAPL20.9%
AMZN20.0%
JNJ8.0%

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

Latest filings

Filed 11/12

11/12

Sold out EW, sold out PEP

Holdings as of 9/30, filed 11/12

Sold out EW
Sold out PEP
Bought TMO 2.9%
Bought APH 2.8%
Added MSFT 7.0% → 9.5%

and 20 more

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 14 more