Wellcome Trust LTD (the) As Trustee of the Wellcome Trust
The Wellcome Trust is a politically and financially independent global charitable foundation headquartered in London, United Kingdom. Founded in 1936, it funds and promotes health research globally. Backed by one of the largest endowments in the world, Wellcome supports science to tackle urgent health challenges through grant funding, advocacy, and partnerships. With over £37.6 billion in assets, the foundation employs hundreds of staff, working to improve public health and advance scientific discovery by supporting institutions and researchers worldwide.
Investment Strategy
Wellcome Trust invests with a long-term, diversified, and responsible approach to maximise returns for funding health research. Its portfolio spans public equities, private equity, venture capital, property, hedge funds, and other assets. Investment decisions are made in-house to ensure cost efficiency and strong governance, focusing on spreading risk and generating consistent returns. Responsible investment is a core principle: environmental, social, and governance factors are considered, and active stewardship includes pushing portfolio companies toward decarbonisation, with a commitment to net zero emissions by 2050 at the latest.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V V | VISA INC | 9.83% | $852.1M | 2,400,000 | $197.41 | $355.05 | +$11.0M |
M MSFT | MICROSOFT CORP | 8.61% | $746.1M | 1,500,000 | $39.87 | $497.41 | +$183.0M |
D DASH | DOORDASH INC | 8.53% | $739.5M | 3,000,000 | $142.09 | $246.51 | +$191.2M |
A AMZN | AMAZON COM INC | 8.36% | $724.0M | 3,300,000 | $101.23 | $219.39 | +$96.1M |
A AAPL | APPLE INC | 6.63% | $574.5M | 2,800,000 | $15.32 | $205.17 | -$47.5M |