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

Location: London, United Kingdom

CIK: 0001026720 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 10, 2017

Total Value: $5.002B (100.0% shares, 0.0% debt)

Holdings (28)

BAC BANK AMER CORP 8.8%
Value $442M Shares 20,000,000 Est. Cost $12.99 Unrealized +20.7%
JPM JPMORGAN CHASE & CO 8.1%
Value $406M Shares 4,700,000 Est. Cost $38.07 Unrealized +57.3%
AAPL APPLE INC 8.1%
Value $405M Shares 3,500,000 Est. Cost $21.63 Unrealized +20.6%
MSFT MICROSOFT CORP 8.1%
Value $404M Shares 6,500,000 Est. Cost $27.83 Unrealized +93.8%
MS MORGAN STANLEY 7.1%
Value $357M Shares 8,450,000 Est. Cost $19.15 Unrealized +52.1%
BABA ALIBABA GROUP HLDG LTD 5.7%
Value $286M Shares 3,255,193 Est. Cost $83.69 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 5.6%
Value $281M Shares 1,150 Est. Cost $200248.11 Unrealized +15.3%
GOOG ALPHABET INC 5.6%
Value $278M Shares 360,000 Est. Cost $36.65 Unrealized +5.5%
META FACEBOOK INC 5.4%
Value $271M Shares 2,357,706 Est. Cost $36.52 Unrealized +233.9%
GENERAL ELECTRIC CO 4.7%
Value $237M Shares 7,500,000 Est. Cost $23.52 Unrealized
JD JD COM INC 4.6%
Value $229M Shares 9,000,000 Est. Cost $28.37 Unrealized
PEP PEPSICO INC 4.4%
Value $220M Shares 2,100,000 Est. Cost $56.50 Unrealized +40.5%
PG PROCTER AND GAMBLE CO 4.2%
Value $210M Shares 2,500,000 Est. Cost $56.28 Unrealized +18.6%
CSCO CISCO SYS INC 4.1%
Value $205M Shares 6,800,000 Est. Cost $15.35 Unrealized +50.2%
JNJ JOHNSON & JOHNSON 3.9%
Value $196M Shares 1,700,000 Est. Cost $60.56 Unrealized +48.1%
SLB SCHLUMBERGER LTD 3.5%
Value $176M Shares 2,100,000 Est. Cost $55.19 Unrealized +14.2%
BKU BANKUNITED INC 3.0%
Value $151M Shares 4,000,000 Est. Cost $17.43 Unrealized +44.4%
ITUB ITAU UNIBANCO HLDG SA 1.4%
Value $68.36M Shares 6,650,000 Est. Cost $10.22 Unrealized
NTB BANK OF NT BUTTERFIELD&SON L 1.2%
Value $58.37M Shares 1,856,594 Est. Cost $16.00 Unrealized +15.7%
CASTLIGHT HEALTH INC 0.7%
Value $32.52M Shares 6,568,646 Est. Cost $21.22 Unrealized
MS MORGAN STANLEY 0.6%
Value $31.69M Shares 750,000 Est. Cost $19.15 Unrealized +52.1%
TM TOYOTA MOTOR CORP 0.3%
Value $16.76M Shares 143,000 Est. Cost $99.99 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value $12.94M Shares 150,000 Est. Cost $38.07 Unrealized +57.3%
BAC BANK AMER CORP 0.2%
Value $11.05M Shares 500,000 Est. Cost $12.99 Unrealized +20.7%
PG PROCTER AND GAMBLE CO 0.2%
Value $8.408M Shares 100,000 Est. Cost $56.28 Unrealized +18.6%
SMFG SUMITOMO MITSUI FINL GROUP I 0.2%
Value $7.64M Shares 1,000,000 Est. Cost $5.72 Unrealized
SENSEONICS HLDGS INC 0.0%
Value $433K Shares 162,849 Est. Cost $3.90 Unrealized
NABRIVA THERAPEUTICS AG 0.0%
Value $81,000 Shares 13,540 Est. Cost $9.50 Unrealized