Arkolith/Funds/WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST

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

CIK 1026720Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST holds a focused book of 20 stocks worth $9.0B as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). Their largest long position is Visa Inc-Class A Shares at 9% of the equity book. Cloning the disclosed picks since 2013 would be +514% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
2
existing
Trimmed
0
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+514.5%
+15.3%/yr · since Oct '13
Their reported book
+451.0%
held from quarter-end
S&P 500
+424.5%
same window
$10K$23K$36K$49K$62KOct '13May '16Nov '18Jun '21Dec '23Jul '26
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 63.4 points over this window.

Growth of $10,000 cloning WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
74%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
41%
Financials
20%
Health Care
13%
Consumer Discretionary
9%
Materials
8%
Industrials
8%
Consumer Staples
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

20 positions
#SecurityValueShares% PortLast moveHistory
1Visa Inc
COM CL A
$823.4M2.40M
9.1%
—Held
2Apple Inc
COM
$810.2M2.80M
9.0%
—Held
3Amazon Com Inc
COM
$786.5M3.30M
8.7%
—Held
4Cisco Sys Inc
COM
$704.8M6.00M
7.8%
—Held
5Alphabet Inc
CAP STK CL A
$643.3M1.80M
7.1%
—Held
6Alphabet Inc
CAP STK CL C
$636.0M1.80M
7.1%
—Held
7Microsoft Corp
COM
$632.3M1.70M
7.0%
▲+13%
Added · +195K sh
8Linde PLC
SHS
$581.2M1.12M
6.4%
—Held
9Doordash Inc
CL A
$553.6M3.00M
6.1%
—Held
10Berkshire Hathaway Inc Del
CL A
$524.2M700
5.8%
—Held
11Edwards Lifesciences Corp
COM
$434.2M4.80M
4.8%
—Held
12Johnson & Johnson
COM
$406.4M1.60M
4.5%
—Held
13Mastercard Incorporated
CL A
$368.5M717.5K
4.1%
▲+7.1%
Added · +48K sh
14Abbott Laboratories
COM
$283.6M3.13M
3.1%
—Held
15Pepsico Inc
COM
$270.8M2.00M
3.0%
—Held
16Servicenow Inc
COM
$223.4M2.25M
2.5%
—Held
17Accenture PLC Ireland
SHS CLASS A
$136.9M1.10M
1.5%
—Held
18Nike Inc
CL B
$123.2M3.00M
1.4%
—Held
19Klarna Group PLC
SHS
$63.9M3.16M
0.7%
—Held
20Neumora Therapeutics Inc.
COM
$5.6M3.31M
0.1%
—Held
Showing all 20 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202620$9.0B13F-HR
Q1 2026Mar 31, 2026Apr 22, 202621$8.1B13F-HR
Q4 2025Dec 31, 2025Jan 22, 202621$9.3B13F-HR
Q3 2025Sep 30, 2025Nov 5, 202521$9.2B13F-HR
Q2 2025Jun 30, 2025Jul 24, 202520$8.7B13F-HR
Q1 2025Mar 31, 2025Apr 24, 202520$8.0B13F-HR
Q4 2024Dec 31, 2024Jan 13, 202521$8.3B13F-HR
Q3 2024Sep 30, 2024Oct 21, 202422$8.2B13F-HR
Q2 2024Jun 30, 2024Jul 10, 202423$7.8B13F-HR
Q1 2024Mar 31, 2024Apr 18, 202423$8.3B13F-HR
Q4 2023Dec 31, 2023Jan 16, 202423$8.1B13F-HR
Q3 2023Sep 30, 2023Oct 23, 202323$7.5B13F-HR
Q2 2023Jun 30, 2023Jul 19, 202321$7.6B13F-HR
Q1 2023Mar 31, 2023Apr 18, 202321$7.2B13F-HR
Q4 2022Dec 31, 2022Jan 11, 202322$6.8B13F-HR
Q3 2022Sep 30, 2022Oct 26, 202222$6.4B13F-HR
Q2 2022Jun 30, 2022Jul 26, 202224$7.7B13F-HR
Q1 2022Mar 31, 2022Apr 27, 202224$9.6B13F-HR
Q4 2021Dec 31, 2021Feb 1, 202226$10.5B13F-HR
Q3 2021Sep 30, 2021Nov 3, 202124$10.1B13F-HR
Q2 2021Jun 30, 2021Aug 31, 202124$10.5B13F-HR/A
Q1 2021Mar 31, 2021Apr 14, 202125$9.6B13F-HR
Q4 2020Dec 31, 2020Jan 13, 202124$9.8B13F-HR
Amended / restated
  • Q2 2021 · filed Jul 15, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.