DOSSIER · 13F-HR · Q1 2026
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
WELLCOME TRUST (THE) as trustee of the WELLCOME TRUST's hedge fund based in Greenwich, CT — $8.1B in tracked AUM across 21 positions as of Q1 2026.
WT
WELLCOME TRUST (THE) as trustee of the WELLCOME TRUST·Greenwich, CT·Hedge Fund
CIK 0001026720 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: WELLCOME TRUST LTD (THE)
1. Portfolio Overview
The Wellcome Trust reported a significant transformation in its US equity portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 91.7%, rising from $4.86 billion to $9.32 billion. This dramatic increase is not attributable solely to market appreciation but is primarily driven by substantial capital deployment, evidenced by the creation of 10 new positions. T...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…