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13F holdings · Q2 2026

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

London, X0 · files as WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Holdings as of Jun 30, 2026Filed Jul 9, 2026Next filing due Nov 16, 2026CIK 1026720

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 20 stocks worth $9B in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are V (9.1%), AAPL (9.0%) and AMZN (8.7%). Compared with Q1 2026, the fund added to MSFT and MA and sold out of MDLN.

Reported value$9B+11.3% vs last quarter
Stocks held200 new · 1 sold out
Top 5 weight41.8%fairly concentrated
Turnover1%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
V
Visa Inc
$823M9.1%2.4MNo change8 of 8
2
AAPL
Apple Inc
$810M9.0%2.8MNo change8 of 8
3
AMZN
Amazon Com Inc
$787M8.7%3.3MNo change8 of 8
4
CSCO
Cisco Sys Inc
$705M7.8%6MNo change8 of 8
5
GOOGL
Alphabet Inc
$643M7.1%1.8MNo change8 of 8
6
GOOG
Alphabet Inc
$636M7.1%1.8MNo change8 of 8
7
MSFT
Microsoft Corp
$632M7.0%1.7M+195K (+13%)8 of 8
8
LIN
Linde PLC
$581M6.5%1.1MNo change8 of 8
9
DASH
Doordash Inc
$554M6.1%3MNo change8 of 8
10
BRK.A
Berkshire Hathaway Inc Dclass A
$524M5.8%700No change8 of 8
🔒 10 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
MDLN
Medline Inc
$6.5M147K

Reported value

last 8 quarters
$8.2BQ3 '24
$8.3BQ4 '24
$8BQ1 '25
$8.7BQ2 '25
$9.2BQ3 '25
$9.3BQ4 '25
$8.1BQ1 '26
$9BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 9, 202613F-HRQ2 2026SEC filing ↗

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WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 13F FAQ

What does WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST own?

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 20 stocks worth $9B in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are V (9.1%), AAPL (9.0%) and AMZN (8.7%). The table above lists every position in the filing (the top 10 without an account).

What did WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 2 added to, 0 trimmed and 1 sold out. It sold all of MDLN.

When will WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's portfolio worth?

The Q2 2026 filing reports $9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.