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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.
Latest 13F Filing Activity
Wellcome Trust LTD (the) As Trustee of the Wellcome Trust filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $9B. The fund increased holdings in Doordash Inc., Microsoft Corp., Servicenow Inc. among other positions. Wellcome Trust LTD (the) As Trustee of the Wellcome Trust reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Pepsico Inc. among others.
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 |
Industry Allocation
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