Bill Gates

Bill Gates

13F
Bill & Melinda Gates Foundation Trust
Last update 2024-11-14 24 Stocks (1 new)
Value $45.09 Bil Turnover 1 %
Countries:
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

Add To Portfolio
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
+8.57%
+11.22%
54810.38
Farm & Heavy Construction Machinery
FDX
FedEx Corp
2,534,362
693604.19
+65.17%
1.54
+0.61%
1.04
+2.18%
+9.57%
65337.953
Transportation
BUD
Anheuser-Busch InBev SA/NV
1,703,000
112891.87
0%
0.25
0%
0.09
-21.61%
-21.00%
98757.606
Beverages - Alcoholic
MSGS
Madison Square Garden Sports Corp
592,406
123374.47
0%
0.27
0%
2.47
+7.01%
+21.66%
5304.842
Media - Diversified
WCN
Waste Connections Inc
2,149,175
384315.47
0%
0.85
0%
0.83
-3.92%
+16.04%
44439.718
Waste Management
WMT
Walmart Inc
9,090,477
734056.02
0%
1.63
0%
0.11
+14.44%
+77.39%
740236.372
Retail - Defensive
VRMMQ
Vroom Inc
31,250
292.81
0%
0
0%
1.72
-31.73%
-88.80%
9.839
Vehicles & Parts
VLTO
Veralto Corp
124,333
13907.89
0%
0.03
0%
0.05
-7.62%
+25.35%
25509.797
Industrial Products
UPS
United Parcel Service Inc
755,089
102948.83
0%
0.23
0%
0.09
-2.04%
-16.44%
107106.415
Transportation
SDGR
Schrodinger Inc
6,981,664
129509.87
0%
0.29
0%
9.59
+4.81%
-44.64%
1448.43
Healthcare Providers & Services
ONON
On Holding AG
500,000
25075
0%
0.06
0%
0.16
+11.73%
+109.49%
18195.515
Manufacturing - Apparel & Accessories
KHC
The Kraft Heinz Co
2,622,600
92079.49
0%
0.2
0%
0.22
-11.13%
-13.70%
36862.906
Consumer Packaged Goods
HRL
Hormel Foods Corp
2,195,290
69590.69
0%
0.15
0%
0.4
+2.43%
+2.08%
17394.321
Consumer Packaged Goods
ECL
Ecolab Inc
5,218,044
1332323.18
0%
2.95
0%
1.84
-5.55%
+21.93%
67924.857
Chemicals
DE
Deere & Co
3,557,378
1484600.56
0%
3.29
0%
1.3
+5.47%
+9.20%
117434.583
Farm & Heavy Construction Machinery
DHR
Danaher Corp
373,000
103701.46
0%
0.23
0%
0.05
-16.00%
-0.22%
166188.287
Medical Diagnostics & Research
CCI
Crown Castle Inc
1,420,072
168463.14
0%
0.37
0%
0.33
-21.67%
-16.64%
39389.808
REITs
CPNG
Coupang Inc
9,248,045
227039.51
0%
0.5
0%
0.51
-7.72%
+42.16%
41274.83
Retail - Cyclical
KOF
Coca-Cola Femsa SAB de CV
6,214,719
551369.87
0%
1.22
0%
2.96
-13.25%
-13.88%
16579.516
Beverages - Non-Alcoholic
CAT
Caterpillar Inc
7,353,614
2876145.51
0%
6.38
0%
1.52
-5.06%
+25.46%
176464.311
Farm & Heavy Construction Machinery
100/Page
Total 24

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