Bill Gates

Bill Gates

13F
Bill & Melinda Gates Foundation Trust
Last update 2024-08-14 23 Stocks (0 new)
Value $47.67 Bil Turnover 6 %
Countries:
Top Holdings: MSFT(32.71%)BRK.B(21.01%)WM(15.77%)CNI(13.59%)CAT(5.14%)
Portfolio Report

Bill Gates Profile

Bill Gates is one of the smartest businessmen in the world. He founded Microsoft in 1975 alongside his partner Paul Allen and grew it to be one of the world's largest software developers. Thanks to the success of Microsoft, Bill Gates was the richest man for 15 consecutive years. The portfolio we track here before June 2009 is called Cascade Investment, which is the personal portfolio of Bill Gates. Since June 2009, the portfolio we track is for Bill & Melinda Gates Foundation Trust.

Bill Gates Investing Philosophy

The investments of the trust are managed by an outside team of portfolio managers. Bill and Melinda guide the managers in voting proxies consistent with the principles of good governance and good management. When instructing the investment managers, they also consider other issues beyond corporate profits, including the values that drive the foundation's work. They have defined areas in which the endowment will not invest, such as companies whose profit model is centrally tied to corporate activity that they find egregious.
Summary Stock Picks Current Portfolio

Bill Gates Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+6.24%
●
396.73 ($408.62) 420.24
$463.41
13.41%
Add 42.29%
24,620,202
7,317,105
MSFT 		Microsoft Corp2024-06-30Reduce
-1.48%
●
389.33 ($422.32) 452.85
$422.54
0.05%
Reduce -4.41%
34,889,597
-1,610,000
CVNA 		Carvana Co2024-06-30Sold Out
-0.10%
●
69.16 ($100.64) 132.88
$244.35
142.80%
Sold Out
0
-520,000
BRK.B 		Berkshire Hathaway Inc2024-03-31Reduce
-2.20%
●
359.29 ($393.34) 420.52
$463.41
17.81%
Reduce -13.12%
17,303,097
-2,613,252
MSFT 		Microsoft Corp2024-03-31Reduce
-1.52%
●
367.75 ($404.82) 429.37
$422.54
4.38%
Reduce -4.48%
36,499,597
-1,711,272
BRK.B 		Berkshire Hathaway Inc2023-12-31Reduce
-2.35%
●
331.71 ($350.99) 362.68
$463.41
32.03%
Reduce -11.6%
19,916,349
-2,613,252
MSFT 		Microsoft Corp2023-12-31Reduce
-0.87%
●
313.39 ($355.93) 382.7
$422.54
18.71%
Reduce -2.74%
38,210,869
-1,075,301
DE 		Deere & Co2023-12-31Reduce
-0.35%
●
359.39 ($377.05) 401.64
$394.06
4.51%
Reduce -9.2%
3,557,378
-360,315
IYW 		iShares U.S. Technology ETF2023-12-31Sold Out
-0.02%
●
101.31 ($113.27) 123.31
$161.00
42.14%
Sold Out
0
-57,600
AAPL 		Apple Inc2023-12-31Sold Out
-0.02%
●
166.89 ($184.64) 198.11
$226.96
22.92%
Sold Out
0
-52,815
META 		Meta Platforms Inc2023-12-31Sold Out
-0.02%
●
288.35 ($325.65) 358.32
$589.50
81.02%
Sold Out
0
-27,035
KBWB 		Invesco KBW Bank ETF2023-12-31Sold Out
-0.01%
●
36.74 ($42.31) 49.8
$67.70
60.01%
Sold Out
0
-50,270
XLK 		Technology Select Sector SPDR ETF2023-12-31Sold Out
-0.01%
●
160.19 ($178.05) 193.07
$237.16
33.20%
Sold Out
0
-24,300
ADBE 		Adobe Inc2023-12-31Sold Out
-0.01%
●
507.03 ($576.76) 633.66
$494.68
-14.23%
Sold Out
0
-5,485
AMAT 		Applied Materials Inc2023-12-31Sold Out
-0.01%
●
130.11 ($146.92) 164.28
$192.03
30.70%
Sold Out
0
-22,800
AMGN 		Amgen Inc2023-12-31Sold Out
-0.01%
●
255.7 ($272.47) 288.46
$325.28
19.38%
Sold Out
0
-11,050
AMZN 		Amazon.com Inc2023-12-31Sold Out
-0.01%
●
119.57 ($140.18) 154.07
$208.18
48.51%
Sold Out
0
-44,000
AVGO 		Broadcom Inc2023-12-31Sold Out
-0.01%
●
81.48 ($94.69) 114.7
$183.64
93.94%
Sold Out
0
-6,500
CSCO 		Cisco Systems Inc2023-12-31Sold Out
-0.01%
●
47.7 ($51.09) 54.39
$58.06
13.64%
Sold Out
0
-62,000
GOOGL 		Alphabet Inc2023-12-31Sold Out
-0.01%
●
122.17 ($134.36) 141.52
$178.35
32.74%
Sold Out
0
-38,400
NVDA 		NVIDIA Corp2023-12-31Sold Out
-0.01%
●
40.33 ($46.34) 50.41
$147.63
218.58%
Sold Out
0
-9,165
BKNG 		Booking Holdings Inc2023-12-31Sold Out
-0.01%
●
2742.69 ($3118.13) 3566.65
$4,943.27
58.53%
Sold Out
0
-1,650
AMP 		Ameriprise Financial Inc2023-12-31Sold Out
-0.01%
●
307.14 ($342.9) 381.62
$551.99
60.98%
Sold Out
0
-12,400
ELV 		Elevance Health Inc2023-12-31Sold Out
-0.01%
●
433.51 ($462.41) 488.06
$422.62
-8.60%
Sold Out
0
-8,500
CB 		Chubb Ltd2023-12-31Sold Out
-0.01%
●
204.91 ($218.69) 229.43
$281.36
28.66%
Sold Out
0
-10,250
CVS 		CVS Health Corp2023-12-31Sold Out
-0.01%
●
66.29 ($71.17) 79
$55.54
-21.96%
Sold Out
0
-32,500
CVX 		Chevron Corp2023-12-31Sold Out
-0.01%
●
141.77 ($151.24) 169.1
$156.93
3.76%
Sold Out
0
-21,500
ETN 		Eaton Corp PLC2023-12-31Sold Out
-0.01%
●
193.99 ($220.73) 240.82
$366.67
66.12%
Sold Out
0
-26,100
GS 		The Goldman Sachs Group Inc2023-12-31Sold Out
-0.01%
●
289.91 ($333.76) 386.41
$589.26
76.55%
Sold Out
0
-7,060
TT 		Trane Technologies PLC2023-12-31Sold Out
-0.01%
●
184.42 ($218.78) 243.95
$410.58
87.67%
Sold Out
0
-15,900
JNJ 		Johnson & Johnson2023-12-31Sold Out
-0.01%
●
145.6 ($153.34) 158.88
$155.47
1.39%
Sold Out
0
-14,945
JPM 		JPMorgan Chase & Co2023-12-31Sold Out
-0.01%
●
135.69 ($151.54) 170.3
$236.98
56.38%
Sold Out
0
-29,600
LMT 		Lockheed Martin Corp2023-12-31Sold Out
-0.01%
●
397.35 ($443.05) 458.04
$564.56
27.43%
Sold Out
0
-5,900
MS 		Morgan Stanley2023-12-31Sold Out
-0.01%
●
70.4 ($80) 93.66
$129.53
61.91%
Sold Out
0
-27,880
NSC 		Norfolk Southern Corp2023-12-31Sold Out
-0.01%
●
184.53 ($209.57) 236.53
$271.67
29.63%
Sold Out
0
-11,700
ORCL 		Oracle Corp2023-12-31Sold Out
-0.01%
●
100.31 ($109.14) 117.16
$189.25
73.40%
Sold Out
0
-39,800
PFE 		Pfizer Inc2023-12-31Sold Out
-0.01%
●
26.13 ($30.23) 33.94
$26.72
-11.61%
Sold Out
0
-68,000
PG 		Procter & Gamble Co2023-12-31Sold Out
-0.01%
●
143 ($148.11) 153.52
$167.71
13.23%
Sold Out
0
-22,975
PHM 		PulteGroup Inc2023-12-31Sold Out
-0.01%
●
69.65 ($84.98) 104.88
$132.70
56.15%
Sold Out
0
-53,500
PNC 		PNC Financial Services Group Inc2023-12-31Sold Out
-0.01%
●
109.71 ($129.47) 155.63
$203.97
57.54%
Sold Out
0
-17,400
SLB 		Schlumberger Ltd2023-12-31Sold Out
-0.01%
●
48.46 ($54.35) 60.59
$43.18
-20.55%
Sold Out
0
-47,005
TJX 		TJX Companies Inc2023-12-31Sold Out
-0.01%
●
87.19 ($89.71) 93.81
$117.83
31.35%
Sold Out
0
-42,500
TMO 		Thermo Fisher Scientific Inc2023-12-31Sold Out
-0.01%
●
431.41 ($484.03) 532.94
$551.74
13.99%
Sold Out
0
-5,675
TTE 		TotalEnergies SE2023-12-31Sold Out
-0.01%
●
62.82 ($66.67) 69.16
$61.23
-8.16%
Sold Out
0
-38,500
UL 		Unilever PLC2023-12-31Sold Out
-0.01%
●
46.26 ($47.96) 48.94
$59.00
23.02%
Sold Out
0
-72,610
UNH 		UnitedHealth Group Inc2023-12-31Sold Out
-0.01%
●
509.47 ($533.34) 552.97
$615.81
15.46%
Sold Out
0
-5,665
V 		Visa Inc2023-12-31Sold Out
-0.01%
●
228.81 ($246.48) 262.38
$307.87
24.91%
Sold Out
0
-14,000
XOM 		Exxon Mobil Corp2023-12-31Sold Out
-0.01%
●
98.05 ($105.1) 115.83
$121.11
15.23%
Sold Out
0
-17,000
XLP 		Consumer Staples Select Sector SPDR2023-12-31Sold Out
0%
●
66.22 ($69.27) 72.3
$80.82
16.67%
Sold Out
0
-25,500
GOOG 		Alphabet Inc2023-12-31Sold Out
0%
●
123.4 ($135.69) 142.82
$179.86
32.55%
Sold Out
0
-14,000
AMT 		American Tower Corp2023-12-31Sold Out
0%
●
157.68 ($188.99) 217.16
$201.80
6.78%
Sold Out
0
-11,000
DIS 		The Walt Disney Co2023-12-31Sold Out
0%
●
79.32 ($88.16) 96.06
$99.02
12.32%
Sold Out
0
-16,800
EMN 		Eastman Chemical Co2023-12-31Sold Out
0%
●
69.03 ($79.7) 90.72
$101.47
27.31%
Sold Out
0
-25,000
HD 		The Home Depot Inc2023-12-31Sold Out
0%
●
276.46 ($309.69) 354
$405.90
31.07%
Sold Out
0
-5,692
LOW 		Lowe's Companies Inc2023-12-31Sold Out
0%
●
183.62 ($202.7) 225.59
$271.10
33.74%
Sold Out
0
-8,983
MRK 		Merck & Co Inc2023-12-31Sold Out
0%
●
100.18 ($103.8) 109.02
$102.92
-0.85%
Sold Out
0
-17,740
PEP 		PepsiCo Inc2023-12-31Sold Out
0%
●
158.08 ($165.85) 172.01
$165.11
-0.45%
Sold Out
0
-9,700
TGT 		Target Corp2023-12-31Sold Out
0%
●
105.01 ($122.07) 142.54
$149.78
22.70%
Sold Out
0
-15,200
RTX 		RTX Corp2023-12-31Sold Out
0%
●
69.38 ($79.14) 84.17
$123.55
56.12%
Sold Out
0
-20,200
BRK.B 		Berkshire Hathaway Inc2023-09-30Reduce
-2.12%
●
340.9 ($354.77) 370.48
$463.41
30.62%
Reduce -10.39%
22,529,601
-2,613,252
AAPL 		Apple Inc2023-09-30New Buy
+0.02%
●
170.43 ($183.38) 196.45
$226.96
23.76%
New holding
52,815
52,815
META 		Meta Platforms Inc2023-09-30New Buy
+0.02%
●
283.25 ($301.3) 325.48
$589.50
95.65%
New holding
27,035
27,035
IYW 		iShares U.S. Technology ETF2023-09-30New Buy
+0.02%
●
103.39 ($108.75) 113.67
$161.00
48.05%
New holding
57,600
57,600
MSFT 		Microsoft Corp2023-09-30Add
+0.02%
●
312.14 ($330.44) 359.49
$422.54
27.87%
Add 0.05%
39,286,170
21,500
ADBE 		Adobe Inc2023-09-30New Buy
+0.01%
●
481.29 ($524.63) 564.88
$494.68
-5.71%
New holding
5,485
5,485
GOOGL 		Alphabet Inc2023-09-30New Buy
+0.01%
●
116.45 ($129.36) 138.21
$178.35
37.87%
New holding
38,400
38,400
AMZN 		Amazon.com Inc2023-09-30New Buy
+0.01%
●
125.98 ($134) 144.85
$208.18
55.36%
New holding
44,000
44,000
AMP 		Ameriprise Financial Inc2023-09-30New Buy
+0.01%
●
326.95 ($341.28) 356.9
$551.99
61.74%
New holding
12,400
12,400
AMGN 		Amgen Inc2023-09-30New Buy
+0.01%
●
218.65 ($249.56) 271.46
$325.28
30.34%
New holding
11,050
11,050
ELV 		Elevance Health Inc2023-09-30New Buy
+0.01%
●
414.13 ($453.58) 475.93
$422.62
-6.83%
New holding
8,500
8,500
AMAT 		Applied Materials Inc2023-09-30New Buy
+0.01%
●
134.04 ($143.4) 153.99
$192.03
33.91%
New holding
22,800
22,800
BKNG 		Booking Holdings Inc2023-09-30New Buy
+0.01%
●
2632.69 ($3027.95) 3243.01
$4,943.27
63.25%
New holding
1,650
1,650
AVGO 		Broadcom Inc2023-09-30New Buy
+0.01%
●
80.84 ($86.68) 92.29
$183.64
111.86%
New holding
65,000
6,500
CVS 		CVS Health Corp2023-09-30New Buy
+0.01%
●
65.17 ($70.86) 76.41
$55.54
-21.62%
New holding
32,500
32,500
CVX 		Chevron Corp2023-09-30New Buy
+0.01%
●
152.88 ($161.52) 171.04
$156.93
-2.84%
New holding
21,500
21,500
CSCO 		Cisco Systems Inc2023-09-30New Buy
+0.01%
●
50.38 ($53.95) 57.84
$58.06
7.62%
New holding
62,000
62,000
XOM 		Exxon Mobil Corp2023-09-30New Buy
+0.01%
●
100.92 ($109.68) 120.2
$121.11
10.42%
New holding
17,000
17,000
GS 		The Goldman Sachs Group Inc2023-09-30New Buy
+0.01%
●
313 ($334.12) 358.93
$589.26
76.36%
New holding
7,060
7,060
KBWB 		Invesco KBW Bank ETF2023-09-30New Buy
+0.01%
●
39.52 ($42.64) 45.81
$67.70
58.77%
New holding
50,270
50,270
JPM 		JPMorgan Chase & Co2023-09-30New Buy
+0.01%
●
143.21 ($149.9) 158
$236.98
58.09%
New holding
29,600
29,600
JNJ 		Johnson & Johnson2023-09-30New Buy
+0.01%
●
155.75 ($165.01) 174.48
$155.47
-5.78%
New holding
14,945
14,945
LMT 		Lockheed Martin Corp2023-09-30New Buy
+0.01%
●
408.72 ($443.64) 469.97
$564.56
27.26%
New holding
5,900
5,900
MS 		Morgan Stanley2023-09-30New Buy
+0.01%
●
81.65 ($86.82) 94.67
$129.53
49.19%
New holding
27,880
27,880
NSC 		Norfolk Southern Corp2023-09-30New Buy
+0.01%
●
195.64 ($216.16) 237.49
$271.67
25.68%
New holding
11,700
11,700
NVDA 		NVIDIA Corp2023-09-30New Buy
+0.01%
●
40.86 ($44.8) 49.36
$147.63
229.53%
New holding
91,650
9,165
ORCL 		Oracle Corp2023-09-30New Buy
+0.01%
●
104.62 ($115.75) 126.71
$189.25
63.50%
New holding
39,800
39,800
PNC 		PNC Financial Services Group Inc2023-09-30New Buy
+0.01%
●
115.77 ($125.83) 136.89
$203.97
62.10%
New holding
17,400
17,400
PFE 		Pfizer Inc2023-09-30New Buy
+0.01%
●
32.09 ($35.36) 37.51
$26.72
-24.43%
New holding
68,000
68,000
PG 		Procter & Gamble Co2023-09-30New Buy
+0.01%
●
145.86 ($152.75) 157.09
$167.71
9.79%
New holding
22,975
22,975
PHM 		PulteGroup Inc2023-09-30New Buy
+0.01%
●
73.2 ($79.71) 86.01
$132.70
66.48%
New holding
53,500
53,500
SLB 		SLB2023-09-30New Buy
+0.01%
●
49.12 ($57.99) 62.1
$43.18
-25.54%
New holding
47,005
47,005
XLK 		Technology Select Sector SPDR ETF2023-09-30New Buy
+0.01%
●
161.97 ($171.51) 180.26
$237.16
38.28%
New holding
24,300
24,300
TJX 		TJX Companies Inc2023-09-30New Buy
+0.01%
●
82.7 ($88.05) 93.59
$117.83
33.82%
New holding
42,500
42,500
TMO 		Thermo Fisher Scientific Inc2023-09-30New Buy
+0.01%
●
498.29 ($532.87) 574.41
$551.74
3.54%
New holding
5,675
5,675
TTE 		TotalEnergies SE2023-09-30New Buy
+0.01%
●
55.39 ($61.84) 66.84
$61.23
-0.99%
New holding
38,500
38,500
UL 		Unilever PLC2023-09-30New Buy
+0.01%
●
48.8 ($51.37) 54.19
$59.00
14.85%
New holding
72,610
72,610
UPS 		United Parcel Service Inc2023-09-30Add
+0.01%
●
151.9 ($172.61) 188.34
$132.44
-23.27%
Add 1.94%
755,089
14,400
UNH 		UnitedHealth Group Inc2023-09-30New Buy
+0.01%
●
447.75 ($492.14) 510.93
$615.81
25.13%
New holding
5,665
5,665
V 		Visa Inc2023-09-30New Buy
+0.01%
●
229.5 ($240.37) 248.11
$307.87
28.08%
New holding
14,000
14,000
ETN 		Eaton Corp PLC2023-09-30New Buy
+0.01%
●
197.75 ($215.58) 238.04
$366.67
70.09%
New holding
26,100
26,100
100/Page
Total 122
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