 | |
Bill Gates13F | |
| Bill & Melinda Gates Foundation Trust | |
| Last update 2024-11-14 | 24 Stocks (1 new) |
| Value $45.09 Bil | Turnover 1 % |
| 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.
Bill Gates Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 28,957,247 | 12460303.380 | -17.00% | 27.640 | -5.56% | 0.390 | +0.48% | -0.95% | 3101757.911 | Software | |
BRK.B | Berkshire Hathaway Inc | 22,137,613 | 10189057.760 | -10.08% | 22.600 | -2.12% | 1.030 | -3.39% | -1.91% | 957481.928 | Insurance | |
WM | Waste Management Inc | 32,234,344 | 6691849.810 | -8.51% | 14.840 | -1.34% | 8.030 | -1.88% | +2.65% | 83295.391 | Waste Management | |
CNI | Canadian National Railway Co | 54,826,786 | 6422957.980 | 0% | 14.250 | 0% | 8.720 | -13.06% | -1.33% | 62946.733 | Transportation | |
CAT | Caterpillar Inc | 7,353,614 | 2876145.510 | 0% | 6.380 | 0% | 1.520 | -9.42% | +0.03% | 175015.902 | Farm & Heavy Construction Machinery | |
DE | Deere & Co | 3,557,378 | 1484600.560 | 0% | 3.290 | 0% | 1.300 | +5.12% | +1.60% | 117086.375 | Farm & Heavy Construction Machinery | |
ECL | Ecolab Inc | 5,218,044 | 1332323.180 | 0% | 2.950 | 0% | 1.840 | -7.85% | -0.38% | 66106.958 | Chemicals | |
WMT | Walmart Inc | 9,090,477 | 734056.020 | 0% | 1.630 | 0% | 0.110 | +14.44% | +1.23% | 735295.840 | Retail - Defensive | |
FDX | FedEx Corp | 2,534,362 | 693604.190 | +65.17% | 1.540 | +0.61% | 1.040 | +4.29% | -2.48% | 66135.167 | Transportation | |
KOF | Coca-Cola Femsa SAB de CV | 6,214,719 | 551369.870 | 0% | 1.220 | 0% | 2.960 | -12.13% | -2.52% | 15915.661 | Beverages - Non-Alcoholic |
Bill Gates's Historical Top Holdings Breakdowns
Bill Gates's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2024-06-30 | Add | +6.24% | 396.73 ($408.62) 420.24 | $443.91 | 8.64% | Add 42.29% | 24,620,202 | 7,317,105 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -5.56% | 395.15 ($427.47) 467.56 | $417.19 | -2.40% | Reduce -17% | 28,957,247 | -5,932,350 | |
BRK.B | Berkshire Hathaway Inc | 2023-06-30 | Add | +4.42% | 308.77 ($326.09) 341 | $443.91 | 36.13% | Add 27.69% | 25,142,853 | 5,453,008 | |
BRK.B | Berkshire Hathaway Inc | 2023-03-31 | Reduce | -4.32% | 293.51 ($308.18) 320.37 | $443.91 | 44.04% | Reduce -20.25% | 19,689,845 | -5,000,000 | |
BRK.B | Berkshire Hathaway Inc | 2023-12-31 | Reduce | -2.35% | 331.71 ($350.99) 362.68 | $443.91 | 26.47% | Reduce -11.6% | 19,916,349 | -2,613,252 | |
BRK.B | Berkshire Hathaway Inc | 2024-03-31 | Reduce | -2.20% | 359.29 ($393.34) 420.52 | $443.91 | 12.86% | Reduce -13.12% | 17,303,097 | -2,613,252 | |
BRK.B | Berkshire Hathaway Inc | 2023-09-30 | Reduce | -2.12% | 340.9 ($354.77) 370.48 | $443.91 | 25.13% | Reduce -10.39% | 22,529,601 | -2,613,252 | |
BRK.B | Berkshire Hathaway Inc | 2024-09-30 | Reduce | -2.12% | 405.19 ($442.18) 478.57 | $443.91 | 0.39% | Reduce -10.08% | 22,137,613 | -2,482,589 | |
MSFT | Microsoft Corp | 2024-03-31 | Reduce | -1.52% | 367.75 ($404.82) 429.37 | $417.19 | 3.06% | Reduce -4.48% | 36,499,597 | -1,711,272 | |
MSFT | Microsoft Corp | 2024-06-30 | Reduce | -1.48% | 389.33 ($422.32) 452.85 | $417.19 | -1.21% | Reduce -4.41% | 34,889,597 | -1,610,000 |
Bill Gates Total Holding History ($B)
Bill Gates's Asset Allocation
Bill Gates Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bill Gates's Hypothetical Growth since 2024-09-30
Bill Gates's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bill Gates's Holdings Heat Map
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Bill Gates's Holdings Bubble Chart
Bill Gates News
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