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

13F Filings History

Latest 13F report
Q4 2024 - Jan 13, 2025
Value $
$8.28B
Signature - Title
Nicholas Moakes - Chief Investment Officer
Location
London, United Kingdom
Summary
This page shows a list of all the recent 13F filings made by WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST reported 21 stock holdings with total value $8.28B as of Q4 2024. Top holdings included V, AMZN, AAPL, MSFT, and DASH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 21 $8.28B +$22.2M -$298M -$276M V, AMZN, AAPL, MSFT, DASH 13F-HR 1/13/2025, 09:28 AM
Q3 2024 22 $8.21B +$89.8M -$58.7M +$31.1M AMZN, V, AAPL, MSFT, LIN 13F-HR 10/21/2024, 11:37 AM
Q2 2024 23 $7.82B +$18.8M -$464M -$445M AMZN, MSFT, V, AAPL, LIN 13F-HR 7/10/2024, 09:13 AM
Q1 2024 23 $8.33B $0 -$315M -$315M MSFT, AMZN, V, LIN, BRKA 13F-HR 4/18/2024, 12:27 PM
Q4 2023 23 $8.07B +$91.8M -$346M -$254M AMZN, MSFT, V, AAPL, LIN 13F-HR 1/16/2024, 11:28 AM
Q3 2023 23 $7.52B +$449M -$330M +$119M AMZN, MSFT, V, AAPL, LIN 13F-HR 10/23/2023, 08:58 AM
Q2 2023 21 $7.59B -$284M -$284M MSFT, AMZN, V, AAPL, ADBE 13F-HR 7/19/2023, 08:34 AM
Q1 2023 21 $7.17B +$429M -$96.9M +$332M MSFT, V, AAPL, AMZN, LIN 13F-HR 4/18/2023, 09:21 AM
Q4 2022 22 $6.76B +$24.2M +$24.2M MSFT, V, AAPL, JNJ, BRKA 13F-HR 1/11/2023, 08:00 AM
Q3 2022 22 $6.38B +$639M -$88.2M +$550M MSFT, AMZN, AAPL, V, JNJ 13F-HR 10/26/2022, 10:59 AM
Q2 2022 24 $7.66B +$494M -$245M +$249M MSFT, AMZN, V, AAPL, JNJ 13F-HR 7/26/2022, 11:20 AM
Q1 2022 24 $9.57B +$287M -$172M +$115M MSFT, AAPL, AMZN, DASH, BRKA 13F-HR 4/27/2022, 09:35 AM
Q4 2021 26 $10.5B +$318M -$143M +$175M MSFT, AAPL, DASH, AMZN, V 13F-HR 2/1/2022, 08:37 AM
Q3 2021 24 $10.1B +$32.8M -$420M -$387M DASH, MSFT, AAPL, AMZN, META 13F-HR 11/3/2021, 09:25 AM
Q2 2021 24 $10.5B +$505M -$768M -$263M DASH, MSFT, BABA, AMZN, AAPL Restatement 8/31/2021, 11:28 AM
Q1 2021 25 $9.58B +$426M -$759M -$333M DASH, BABA, MSFT, AAPL, AMZN 13F-HR 4/14/2021, 12:14 PM
Q4 2020 24 $9.79B +$1.84B +$1.84B DASH, BABA, AAPL, JD, MSFT 13F-HR 1/13/2021, 08:41 AM
Q3 2020 23 $7.4B +$459M +$459M BABA, MSFT, AAPL, JD, AMZN 13F-HR 10/20/2020, 04:44 PM
Q2 2020 23 $6.58B +$933M -$850M +$82.9M BABA, MSFT, AAPL, JD, AMZN 13F-HR 7/10/2020, 09:21 AM
Q1 2020 23 $5.59B +$319M -$899M -$580M BABA, MSFT, AAPL, JD, JPM 13F-HR 4/17/2020, 11:10 AM
Q4 2019 20 $7.47B +$73.5M -$10.3M +$63.2M MSFT, AAPL, BABA, BAC, JPM 13F-HR 1/8/2020, 08:39 AM
Q3 2019 20 $6.32B +$130M -$46.3M +$83.9M MSFT, AAPL, BAC, BABA, JPM 13F-HR 10/24/2019, 09:13 AM
Q2 2019 19 $6.44B +$63.3K +$63.3K MSFT, AAPL, BAC, BABA, JPM 13F-HR 7/9/2019, 09:33 AM
Q1 2019 19 $6.18B +$88.5M +$88.5M MSFT, AAPL, BABA, BAC, JPM 13F-HR 4/24/2019, 09:34 AM
Q4 2018 20 $5.28B +$241M -$140M +$101M MSFT, AAPL, BAC, JPM, BABA 13F-HR 1/18/2019, 07:47 AM
Q3 2018 20 $6.33B +$62.7M -$83.2M -$20.5M AAPL, MSFT, BAC, BABA, JPM 13F-HR 10/29/2018, 09:21 AM
Q2 2018 21 $6.23B +$74.9M -$454M -$380M AAPL, MSFT, BABA, BAC, JPM 13F-HR 7/27/2018, 09:50 AM
Q1 2018 21 $6.65B +$234M -$210M +$23.6M BAC, BABA, MSFT, AAPL, IEMG 13F-HR 4/18/2018, 09:26 AM
Q4 2017 21 $6.61B +$2M -$80.8M -$78.8M AAPL, BAC, BABA, MSFT, IEMG 13F-HR 1/8/2018, 03:55 PM
Q3 2017 21 $6.26B +$4.79M +$4.79M BABA, IEMG, AAPL, BAC, MSFT 13F-HR 10/6/2017, 09:22 AM
Q2 2017 20 $5.88B +$51.8M +$51.8M AAPL, IEMG, BAC, BABA, MSFT 13F-HR 7/14/2017, 11:01 AM
Q1 2017 20 $5.56B +$478M -$59.2M +$419M AAPL, IEMG, BAC, MSFT, JPM 13F-HR 4/12/2017, 09:38 AM
Q4 2016 28 $5B -$88M -$88M BAC, JPM, AAPL, MSFT, MS 13F-HR 1/10/2017, 12:54 PM
Q3 2016 28 $4.78B +$189M +$189M AAPL, MSFT, BABA, BAC, JPM 13F-HR 10/12/2016, 10:57 AM
Q2 2016 30 $4.4B +$30.3M -$75.2M -$44.9M AAPL, MSFT, JPM, META, BAC 13F-HR 7/21/2016, 11:25 AM
Q1 2016 29 $4.52B AAPL, MSFT, GEXXXX, JPM, BAC New Holdings 6/7/2016, 06:48 AM
Q1 2016 29 $4.52B +$63.3M -$58.1M +$5.2M AAPL, MSFT, GEXXXX, JPM, BAC 13F-HR 4/28/2016, 12:27 PM
Q4 2015 30 $4.91B +$356M -$96.3M +$260M AAPL, MSFT, BAC, JPM, JD 13F-HR 1/15/2016, 08:55 AM
Q3 2015 30 $4.52B +$253M -$81.3M +$172M AAPL, MSFT, JPM, BAC, JD 13F-HR 10/26/2015, 12:34 PM
Q2 2015 28 $4.94B +$348M -$295K +$348M AAPL, JD, JPM, MSFT, BAC 13F-HR 7/14/2015, 11:47 AM
Q1 2015 28 $4.66B +$69.7M -$11.2M +$58.4M AAPL, TWTR, JPM, BAC, MSFT 13F-HR 4/30/2015, 10:41 AM
Q4 2014 30 $4.85B +$192M -$21M +$171M AAPL, BAC, MSFT, BABA, JPM 13F-HR 1/16/2015, 03:12 PM
Q3 2014 31 $4.82B +$666M -$47.4M +$619M AAPL, TWTR, MSFT, BAC, JPM 13F-HR 10/17/2014, 11:37 AM
Q2 2014 32 $4.15B +$444M -$14.6M +$430M AAPL, MSFT, TWTR, BAC, JPM 13F-HR 7/23/2014, 11:20 AM
Q1 2014 36 $4.06B +$423M -$88.3M +$334M TWTR, AAPL, BAC, MSFT, JPM 13F-HR 4/30/2014, 10:53 AM
Q4 2013 25 $3.75B TWTR, AAPL, GOOGLXXXX, BAC, MSFT 13F-HR 1/16/2014, 11:17 AM