Wellcome Trust Portfolio Update: June 2026 Holdings Analysis

Wellcome Trust Ltd (The) As Trustee Of The Wellcome Trust's portfolio has seen specific changes in holdings for the period ending June 30, 2026. The total portfolio value is $8.95 billion.

The most significant change during this period was an increase in shares held for Microsoft Corp (MSFT), which rose by 130,117 shares (+13.01% from the prior period). This substantial addition pushed Microsoft's portfolio allocation to 7.02%. Other major holdings like Visa Inc (V), Apple Inc (AAPL), and Amazon Com Inc (AMZN) maintained their positions unchanged, continuing to hold significant weight in the portfolio.

The top five holdings by value account for a combined 41.81% of the total portfolio as of June 30, 2026. This allocation highlights concentration in sectors like Technology and Communication Services. Notable Technology stocks include Microsoft Corp (MSFT) at 7.02% and Cisco Systems Inc (CSCO) at 7.82%. In Communication Services, holdings of both Alphabets Inc (GOOG) and Alphabets Inc (GOOGL), each contributing to the sector's total allocation, remain strong.

The portfolio is diversified across several sectors. Technology holds a substantial 28.02% of the value ($2.51 billion), followed by Communication Services at 20.48% ($1.83 billion) and Financial Services at 19.18% ($1.72 billion). Other significant allocations are in Healthcare (12.63%), Consumer Cyclical (10.17%), and Unknown sectors (6.5%).

Among the other holdings, Linde PLC (LIN), known as Linde in the data but using symbol LIN/D, holds a significant position at 6.45% ($0.58 billion). Several positions remained unchanged from prior periods.