WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 13F 持仓 · 2026年Q2
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 90.12 亿美元。前几大持仓：V（9.14%）、AAPL（8.99%）、AMZN（8.73%）。本季前 25 大持仓中：增持 2 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | $823.4M | 9.14% | 2.4M | 持平 |
| 2 | AAPL | APPLE INC | $810.2M | 8.99% | 2.8M | 持平 |
| 3 | AMZN | AMAZON COM INC | $786.5M | 8.73% | 3.3M | 持平 |
| 4 | CSCO | CISCO SYS INC | $704.8M | 7.82% | 6.0M | 持平 |
| 5 | GOOGL | ALPHABET INC | $643.3M | 7.14% | 1.8M | 持平 |
| 6 | GOOG | ALPHABET INC | $636.0M | 7.06% | 1.8M | 持平 |
| 7 | MSFT | MICROSOFT CORP | $632.3M | 7.02% | 1.7M | 增持 |
| 8 | LIN | LINDE PLC | $581.2M | 6.45% | 1.1M | 持平 |
| 9 | DASH | DOORDASH INC | $553.6M | 6.14% | 3.0M | 持平 |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.2M | 5.82% | 700 | 持平 |
| 11 | EW | EDWARDS LIFESCIENCES CORP | $434.2M | 4.82% | 4.8M | 持平 |
| 12 | JNJ | JOHNSON & JOHNSON | $406.4M | 4.51% | 1.6M | 持平 |
| 13 | MA | MASTERCARD INCORPORATED | $368.5M | 4.09% | 717,500 | 增持 |
| 14 | ABT | ABBOTT LABORATORIES | $283.6M | 3.15% | 3.1M | 持平 |
| 15 | PEP | PEPSICO INC | $270.8M | 3.00% | 2.0M | 持平 |
| 16 | NOW | SERVICENOW INC | $223.4M | 2.48% | 2.2M | 持平 |
| 17 | ACN | ACCENTURE PLC IRELAND | $136.9M | 1.52% | 1.1M | 持平 |
| 18 | NKE | NIKE INC | $123.2M | 1.37% | 3.0M | 持平 |
| 19 | KLAR | KLARNA GROUP PLC | $63.9M | 0.71% | 3.2M | 持平 |
| 20 | NMRA | NEUMORA THERAPEUTICS INC. | $5.6M | 0.06% | 3.3M | 持平 |
| 21 | MDLN | MEDLINE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR