WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
SEC Form 13F institutional filer · CIK 0001026720
13F-HR · 18 reported holdings · 2026-03-31
Charitable trust.
Reported long-US-equity value
$8.04B
Top-10 concentration
70.7%
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST — $8.04B AUM allocation strategy
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST files SEC Form 13F and reports $8.04B of long US equity value across 18 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.2%, followed by Consumer Discretionary 16.1% and Health Care 13.6%.
The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$8.04B
total across 18 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
71% of value
higher = narrower conviction; lower = spread / hedging
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Transaction & Payment Processing Services13.2%—
- Interactive Media & Services12.9%—
- Systems Software9.8%—
- Technology Hardware, Storage & Peripherals8.8%—
- Health Care Equipment8.8%—
- Broadline Retail8.5%—
- Industrial Gases6.9%—
- Aerospace & Defense6.3%—
- Other holdings24.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $V | Visa Inc | 2.4M | $725M | +0 | 9.0% |
| $AAPL | Apple Inc | 2.8M | $711M | +0 | 8.8% |
| $AMZN | Amazon.com Inc | 3.3M | $687M | +0 | 8.5% |
| $MSFT | Microsoft Corporation | 1.5M | $555M | +0 | 6.9% |
| $LIN | Linde plc | 1.12M | $555M | +0 | 6.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.8M | $518M | +0 | 6.4% |
| $GOOGL | Alphabet Inc | 1.8M | $516M | +0 | 6.4% |
| $HONA | Honeywell Aerospace Inc | 700 | $503M | +0 | 6.3% |
| $CSCO | Cisco Systems Inc | 6M | $466M | +0 | 5.8% |
| $DASH | DoorDash Inc | 3M | $450M | +0 | 5.6% |
…and 8 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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