WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001026720 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 16, 2014

Total Value: $3.774B (100.0% shares, 0.0% debt)

Holdings (26)

TWITTER INC 10.0%
Value $376M Shares 5,907,765 Est. Cost $63.65 Unrealized
AAPL APPLE INC 6.8%
Value $258M Shares 460,000 Est. Cost $13.16 Unrealized +24.4%
GOOGLE INC 6.7%
Value $252M Shares 225,000 Est. Cost $880.37 Unrealized
BAC BANK OF AMERICA CORPORATION 6.0%
Value $226M Shares 14,500,000 Est. Cost $10.11 Unrealized +15.6%
MSFT MICRPSPFT CORP 6.0%
Value $225M Shares 6,000,000 Est. Cost $26.72 Unrealized +12.3%
JPM JPMORGAN CHASE & CO 5.9%
Value $222M Shares 3,800,000 Est. Cost $36.24 Unrealized +9.4%
GENERAL ELECTRIC CO 5.8%
Value $219M Shares 7,800,000 Est. Cost $23.19 Unrealized
META FACEBOOK INC 5.3%
Value $201M Shares 3,684,938 Est. Cost $25.44 Unrealized +96.0%
MS MORGAN STANLEY 5.1%
Value $191M Shares 6,100,000 Est. Cost $17.60 Unrealized +23.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 4.7%
Value $178M Shares 1,000 Est. Cost $165023.42 Unrealized +5.1%
IBM INTERNATIONAL BUSINESS MACHS 4.5%
Value $169M Shares 900,000 Est. Cost $118.24 Unrealized -10.0%
SLB SCHLUMBERGER LTD 4.1%
Value $153M Shares 1,700,000 Est. Cost $52.90 Unrealized +23.0%
JNJ JOHNSON & JOHNSON 4.0%
Value $151M Shares 1,650,000 Est. Cost $59.66 Unrealized +10.2%
PEP PEPSICO INC 4.0%
Value $149M Shares 1,800,000 Est. Cost $56.00 Unrealized +3.1%
CSCO CISCO SYS INC 3.8%
Value $145M Shares 6,450,000 Est. Cost $15.24 Unrealized -0.2%
PG PROCTER & GAMBLE CO 3.7%
Value $138M Shares 1,700,000 Est. Cost $55.00 Unrealized +5.5%
KO COCA COLA CO 3.5%
Value $132M Shares 3,200,000 Est. Cost $27.85 Unrealized -3.3%
BKU BANK UNITED INC 3.5%
Value $132M Shares 4,000,000 Est. Cost $17.43 Unrealized +27.6%
XOM EXXON MOBIL CORP 3.5%
Value $132M Shares 1,300,000 Est. Cost $53.69 Unrealized +4.2%
ITUB ITAU UNIBANCO HLDG SA 1.1%
Value $41.8M Shares 3,080,000 Est. Cost $12.92 Unrealized
FIVE PRIME THERAPEUTICS INC 0.6%
Value $22.48M Shares 520,408 Est. Cost $43.20 Unrealized
BANK OF AMERICA CORPORATION 0.4%
Value $15.57M Shares 1,000,000 Est. Cost Unrealized
MORGAN STANLEY 0.3%
Value $12.54M Shares 400,000 Est. Cost Unrealized
JPMORGAN CHASE & CO 0.3%
Value $11.7M Shares 200,000 Est. Cost Unrealized
QUINTILES TRANSNATIO HLDGS 0.3%
Value $11.59M Shares 250,000 Est. Cost $42.56 Unrealized
BIDU BAIDU INC 0.2%
Value $9.072M Shares 51,000 Est. Cost $94.53 Unrealized