WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CISCO SYS INC(CSCO) | 6,000,000 | 6,000,000 | 0 | 465,540,000 | 704,760,000 | 7.82% | +239,220,000 |
| ALPHABET INC(GOOG) | 1,800,000 | 1,800,000 | 0 | 517,608,000 | 643,266,000 | 7.14% | +125,658,000 |
| ALPHABET INC(GOOG) | 1,800,000 | 1,800,000 | 0 | 516,348,000 | 635,994,000 | 7.06% | +119,646,000 |
| DOORDASH INC(DASH) | 3,000,000 | 3,000,000 | 0 | 450,450,000 | 553,590,000 | 6.14% | +103,140,000 |
| APPLE INC(AAPL) | 2,800,000 | 2,800,000 | 0 | 710,612,000 | 810,208,000 | 8.99% | +99,596,000 |
| AMAZON COM INC(AMZN) | 3,300,000 | 3,300,000 | 0 | 687,291,000 | 786,522,000 | 8.73% | +99,231,000 |
| VISA INC(V) | 2,400,000 | 2,400,000 | 0 | 725,376,000 | 823,416,000 | 9.14% | +98,040,000 |
| MICROSOFT CORP(MSFT) | 1,500,000 | 1,695,117 | +195,117 | 555,255,000 | 632,312,543 | 7.02% | +77,057,543 |
| EDWARDS LIFESCIENCES CORP | 4,800,000 | 4,800,000 | 0 | 384,384,000 | 434,208,000 | 4.82% | +49,824,000 |
| MASTERCARD INCORPORATED(MA) | 670,000 | 717,500 | +47,500 | 334,772,200 | 368,508,000 | 4.09% | +33,735,800 |
| LINDE PLC(LIN) | 1,120,000 | 1,120,000 | 0 | 555,251,200 | 581,212,800 | 6.45% | +25,961,600 |
| KLARNA GROUP PLC(KLAR) | 3,158,340 | 3,158,340 | 0 | 41,342,671 | 63,924,802 | 0.71% | +22,582,131 |
| BERKSHIRE HATHAWAY INC DEL | 700 | 700 | 0 | 502,698,000 | 524,195,000 | 5.82% | +21,497,000 |
| JOHNSON & JOHNSON(JNJ) | 1,600,000 | 1,600,000 | 0 | 391,104,000 | 406,352,000 | 4.51% | +15,248,000 |
| NEUMORA THERAPEUTICS INC. | 3,309,123 | 3,309,123 | 0 | 6,452,790 | 5,625,509 | 0.06% | -827,281 |
| MEDLINE INC(MDLN) | 146,602 | 0 | -146,602 | 6,523,789 | 0 | — | -6,523,789 |
| SERVICENOW INC(NOW) | 2,250,000 | 2,250,000 | 0 | 235,237,500 | 223,380,000 | 2.48% | -11,857,500 |
| NIKE INC(NKE) | 3,000,000 | 3,000,000 | 0 | 158,460,000 | 123,150,000 | 1.37% | -35,310,000 |
| ABBOTT LABORATORIES | 3,125,000 | 3,125,000 | 0 | 320,843,750 | 283,562,500 | 3.15% | -37,281,250 |
| PEPSICO INC(PEP) | 2,000,000 | 2,000,000 | 0 | 310,580,000 | 270,800,000 | 3.00% | -39,780,000 |
| ACCENTURE PLC IRELAND SHS CLASS A | 1,100,000 | 1,100,000 | 0 | 218,119,000 | 136,884,000 | 1.52% | -81,235,000 |