 | |
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's Portfolio
Bill Gates Current Holdings
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
PCAR | PACCAR Inc | 1,000,000 | 98680 | New Holding | 0.22 | +0.22% | 0.19 | +23.93% | +21.16% | 61343.165 | Farm & Heavy Construction Machinery | |
FDX | FedEx Corp | 2,534,362 | 693604.19 | +65.17% | 1.54 | +0.61% | 1.04 | +2.67% | +21.50% | 73949.383 | Transportation | |
BUD | Anheuser-Busch InBev SA/NV | 1,703,000 | 112891.87 | 0% | 0.25 | 0% | 0.09 | -12.55% | -15.51% | 106089.425 | Beverages - Alcoholic | |
MSGS | Madison Square Garden Sports Corp | 592,406 | 123374.47 | 0% | 0.27 | 0% | 2.47 | +10.56% | +26.46% | 5517.427 | Media - Diversified | |
WCN | Waste Connections Inc | 2,149,175 | 384315.47 | 0% | 0.85 | 0% | 0.83 | +3.79% | +29.81% | 49659.267 | Waste Management | |
WMT | Walmart Inc | 9,090,477 | 734056.02 | 0% | 1.63 | 0% | 0.11 | +21.04% | +77.73% | 743538.234 | Retail - Defensive | |
VRM | Vroom Inc | 31,250 | 292.81 | 0% | 0 | 0% | 1.72 | -33.73% | -89.61% | 9.129 | Vehicles & Parts | |
VLTO | Veralto Corp | 124,333 | 13907.89 | 0% | 0.03 | 0% | 0.05 | -3.16% | +31.88% | 26756.228 | Industrial Products | |
UPS | United Parcel Service Inc | 755,089 | 102948.83 | 0% | 0.23 | 0% | 0.09 | +8.20% | -9.52% | 115819.316 | Transportation | |
SDGR | Schrodinger Inc | 6,981,664 | 129509.87 | 0% | 0.29 | 0% | 9.59 | +6.46% | -36.96% | 1644.422 | Healthcare Providers & Services | |
ONON | On Holding AG | 500,000 | 25075 | 0% | 0.06 | 0% | 0.16 | +24.32% | +116.28% | 18858.288 | Manufacturing - Apparel & Accessories | |
KHC | The Kraft Heinz Co | 2,622,600 | 92079.49 | 0% | 0.2 | 0% | 0.22 | -7.13% | -9.39% | 38657.321 | Consumer Packaged Goods | |
HRL | Hormel Foods Corp | 2,195,290 | 69590.69 | 0% | 0.15 | 0% | 0.4 | +1.67% | +4.63% | 17783.432 | Consumer Packaged Goods | |
ECL | Ecolab Inc | 5,218,044 | 1332323.18 | 0% | 2.95 | 0% | 1.84 | -0.30% | +26.32% | 70442.165 | Chemicals | |
DE | Deere & Co | 3,557,378 | 1484600.56 | 0% | 3.29 | 0% | 1.3 | +22.45% | +17.82% | 127470.155 | Farm & Heavy Construction Machinery | |
DHR | Danaher Corp | 373,000 | 103701.46 | 0% | 0.23 | 0% | 0.05 | -10.15% | +3.93% | 173122.129 | Medical Diagnostics & Research | |
CCI | Crown Castle Inc | 1,420,072 | 168463.14 | 0% | 0.37 | 0% | 0.33 | -3.60% | -3.67% | 46176.06 | REITs | |
CPNG | Coupang Inc | 9,248,045 | 227039.51 | 0% | 0.5 | 0% | 0.51 | +15.12% | +56.64% | 45619.077 | Retail - Cyclical | |
KOF | Coca-Cola Femsa SAB de CV | 6,214,719 | 551369.87 | 0% | 1.22 | 0% | 2.96 | -5.66% | -13.49% | 16728.67 | Beverages - Non-Alcoholic | |
CAT | Caterpillar Inc | 7,353,614 | 2876145.51 | 0% | 6.38 | 0% | 1.52 | +15.91% | +39.56% | 196070.918 | Farm & Heavy Construction Machinery |
Total 24
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