WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
•CIK: 1026720•Filing: Q4 2025
Wellcome Trust, managed by Dame C. J. Paterson, maintains a concentrated portfolio with a focus on technology and biotech, currently holding 21 positions including significant stakes in V, Amazon, and Apple. Recently, the fund cut its position in JHG by 21% while adding Google and Alphabet, reflecting a strategic shift towards established tech giants amid market volatility.
Total AUM
$9.3B
QoQ Performance
+1.4%
Positions
20
Top 10 Concentration
68.3%
Latest Filing
Q4 2025
Top Holdings Allocation
V
AMZN
AAPL
MSFT
DASH
GOOG
GOOGL
BRK/A
V9.0%
AMZN8.2%
AAPL8.2%
MSFT7.8%
DASH7.3%
GOOG6.1%
GOOGL6.0%
BRK/A5.7%
📈 Biggest Buys
NOW
SERVICENOW INC
+400.0%
3.7% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology39.0%
Financial18.4%
Other16.4%
Consumer10.2%
Healthcare7.8%
Materials5.1%
Consumer Staples3.1%
Changes from Q3 2025
↑1 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023