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

Location: London, United Kingdom

CIK: 0001026720 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 21, 2016

Total Value: $4.396B (100.0% shares, 0.0% debt)

Holdings (30)

AAPL APPLE INC 7.6%
Value $335M Shares 3,500,000 Est. Cost $21.63 Unrealized +4.6%
MSFT MICROSOFT CORP 7.6%
Value $333M Shares 6,500,000 Est. Cost $27.83 Unrealized +65.2%
JPM JPMORGAN CHASE & CO 6.6%
Value $292M Shares 4,700,000 Est. Cost $38.07 Unrealized +26.9%
META FACEBOOK INC 6.1%
Value $269M Shares 2,350,000 Est. Cost $36.52 Unrealized +213.3%
BAC BANK AMER CORP 6.0%
Value $265M Shares 20,000,000 Est. Cost $12.99 Unrealized -12.7%
BABA ALIBABA GROUP HLDG LTD 5.9%
Value $258M Shares 3,244,403 Est. Cost $83.69 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 5.7%
Value $250M Shares 1,150 Est. Cost $200248.11 Unrealized +7.1%
GENERAL ELECTRIC CO 5.4%
Value $236M Shares 7,500,000 Est. Cost $23.52 Unrealized
PEP PEPSICO INC 5.1%
Value $222M Shares 2,100,000 Est. Cost $56.50 Unrealized +36.4%
MS MORGAN STANLEY 5.0%
Value $220M Shares 8,450,000 Est. Cost $19.15 Unrealized +3.9%
PG PROCTER & GAMBLE CO 4.8%
Value $212M Shares 2,500,000 Est. Cost $56.28 Unrealized +12.5%
JNJ JOHNSON & JOHNSON 4.7%
Value $206M Shares 1,700,000 Est. Cost $60.56 Unrealized +43.7%
CSCO CISCO SYS INC 4.4%
Value $195M Shares 6,800,000 Est. Cost $15.35 Unrealized +35.9%
JD JD COM INC 4.3%
Value $191M Shares 9,000,000 Est. Cost $28.37 Unrealized
SLB SCHLUMBERGER LTD 3.8%
Value $166M Shares 2,100,000 Est. Cost $55.19 Unrealized +5.5%
GOOG ALPHABET INC 2.8%
Value $125M Shares 180,000 Est. Cost $35.61 Unrealized +0.1%
BKU BANKUNITED INC 2.8%
Value $123M Shares 4,000,000 Est. Cost $17.43 Unrealized +42.3%
TWITTER INC 2.8%
Value $121M Shares 7,150,599 Est. Cost $59.48 Unrealized
GOOGL ALPHABET INC 2.7%
Value $120M Shares 170,000 Est. Cost $36.72 Unrealized -0.8%
ITUB ITAU UNIBANCO HLDG SA 1.5%
Value $66.08M Shares 7,000,000 Est. Cost $10.22 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value $46.6M Shares 750,000 Est. Cost $38.07 Unrealized +26.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $43.44M Shares 300,000 Est. Cost Unrealized
MS MORGAN STANLEY 0.6%
Value $25.98M Shares 1,000,000 Est. Cost $19.15 Unrealized +3.9%
CASTLIGHT HEALTH INC 0.6%
Value $25.88M Shares 6,568,646 Est. Cost $21.22 Unrealized
BAC BANK AMER CORP 0.5%
Value $19.91M Shares 1,500,000 Est. Cost $12.99 Unrealized -12.7%
TM TOYOTA MOTOR CORP 0.3%
Value $14.3M Shares 143,000 Est. Cost $99.99 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $8.467M Shares 100,000 Est. Cost $56.28 Unrealized +12.5%
SMFG SUMITOMO MITSUI FINL Group I 0.1%
Value $5.72M Shares 1,000,000 Est. Cost $5.72 Unrealized
XCOMQ XTERA COMMUNICATIONS INC 0.1%
Value $2.226M Shares 2,472,813 Est. Cost $2.75 Unrealized -25.6%
NABRIVA THERAPEUTICS AG 0.0%
Value $121K Shares 13,540 Est. Cost $9.50 Unrealized