
	Bill Gates 13F
	Bill & Melinda Gates Foundation Trust

	Last update 2024-11-14	24 Stocks (1 new)
	Value $45.09 Bil	Turnover 1 %
	Countries: Top Holdings: MSFT(27.64%)BRK.B(22.60%)WM(14.84%)CNI(14.25%)CAT(6.38%) 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 Portfolio and Latest Trades

Ticker
Ticker
BRK.B
MSFT
BRK.B
BRK.B
BRK.B
BRK.B
BRK.B
BRK.B
BRK.B
MSFT
MSFT
WM
MSFT
FDX
DE
HRL
DHR
BUD
PCAR
ECL
CVNA
WEBR
META
IYW
IYW
META
AAPL
AAPL
MSFT
AMP
TJX
CB
GS
SLB
XLK
AMZN
BKNG
ORCL
NSC
CVS
KBWB
CSCO
PG
UNH
ETN
CB
ADBE
TMO
UPS
XLK
PNC
JPM
ELV
AVGO
XOM
V
AMAT
PFE
MS
LMT
NVDA
PHM
JNJ
TTE
GOOGL
CVX
UL
TT
LMT
AVGO
ADBE
TMO
PHM
CVS
AMGN
SLB
PG
TT
GS
PFE
CSCO
GOOGL
ETN
NSC
PNC
ORCL
CVX
ELV
AMGN
NVDA
V
UNH
KBWB
XOM
MS
TJX
TTE
BKNG
JNJ
AMAT

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
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	$457.96	12.07%	Add 42.29%	24,620,202	7,317,105
MSFT	Microsoft Corp	2024-09-30	Reduce	-5.56%	● 395.15 ($427.47) 467.56	$438.13	2.49%	Reduce -17%	28,957,247	-5,932,350
BRK.B	Berkshire Hathaway Inc	2023-06-30	Add	+4.42%	● 308.77 ($326.09) 341	$457.96	40.44%	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	$457.96	48.60%	Reduce -20.25%	19,689,845	-5,000,000
BRK.B	Berkshire Hathaway Inc	2022-12-31	Reduce	-3.93%	● 264 ($296.98) 318.6	$457.96	54.21%	Reduce -16.84%	24,689,845	-5,000,000
BRK.B	Berkshire Hathaway Inc	2023-12-31	Reduce	-2.35%	● 331.71 ($350.99) 362.68	$457.96	30.48%	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	$457.96	16.43%	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	$457.96	29.09%	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	$457.96	3.57%	Reduce -10.08%	22,137,613	-2,482,589
MSFT	Microsoft Corp	2024-03-31	Reduce	-1.52%	● 367.75 ($404.82) 429.37	$438.13	8.23%	Reduce -4.48%	36,499,597	-1,711,272
MSFT	Microsoft Corp	2024-06-30	Reduce	-1.48%	● 389.33 ($422.32) 452.85	$438.13	3.74%	Reduce -4.41%	34,889,597	-1,610,000
WM	Waste Management Inc	2024-09-30	Reduce	-1.34%	● 196.96 ($208.63) 223.45	$204.50	-1.98%	Reduce -8.51%	32,234,344	-3,000,000
MSFT	Microsoft Corp	2023-12-31	Reduce	-0.87%	● 313.39 ($355.93) 382.7	$438.13	23.09%	Reduce -2.74%	38,210,869	-1,075,301
FDX	FedEx Corp	2024-09-30	Add	+0.61%	● 254.64 ($290.39) 313.52	$271.60	-6.47%	Add 65.17%	2,534,362	1,000,000
DE	Deere & Co	2023-12-31	Reduce	-0.35%	● 359.39 ($377.05) 401.64	$431.83	14.53%	Reduce -9.2%	3,557,378	-360,315
HRL	Hormel Foods Corp	2022-12-31	New Buy	+0.28%	● 44.54 ($46.56) 49.41	$31.64	-32.04%	New holding	2,195,290	2,195,290
DHR	Danaher Corp	2022-12-31	New Buy	+0.28%	● 241.42 ($261.48) 282.29	$230.10	-12.00%	New holding	373,000	373,000
BUD	Anheuser-Busch InBev SA/NV	2023-06-30	New Buy	+0.23%	● 53.4 ($60.58) 66.73	$50.27	-17.01%	New holding	1,703,000	1,703,000
PCAR	PACCAR Inc	2024-09-30	New Buy	+0.22%	● 91.64 ($97.78) 109.98	$104.40	6.77%	New holding	1,000,000	1,000,000
ECL	Ecolab Inc	2022-12-31	Add	+0.14%	● 131.35 ($146.92) 157.77	$239.51	63.02%	Add 7.23%	5,218,044	351,617
CVNA	Carvana Co	2024-06-30	Sold Out	-0.10%	● 69.16 ($100.64) 132.88	$223.09	121.67%	Sold Out	0	-520,000
WEBR	Weber Inc	2023-03-31	Sold Out	-0.06%	● 8.08 ($8.15) 8.23	$8.12	-0.37%	Sold Out	0	-2,500,000
META	Meta Platforms Inc	2023-12-31	Sold Out	-0.02%	● 288.35 ($325.65) 358.32	$606.33	86.19%	Sold Out	0	-27,035
IYW	iShares U.S. Technology ETF	2023-09-30	New Buy	+0.02%	● 103.39 ($108.75) 113.67	$165.18	51.89%	New holding	57,600	57,600
IYW	iShares U.S. Technology ETF	2023-12-31	Sold Out	-0.02%	● 101.31 ($113.27) 123.31	$165.18	45.83%	Sold Out	0	-57,600
META	Meta Platforms Inc	2023-09-30	New Buy	+0.02%	● 283.25 ($301.3) 325.48	$606.33	101.24%	New holding	27,035	27,035
AAPL	Apple Inc	2023-12-31	Sold Out	-0.02%	● 166.89 ($184.64) 198.11	$257.20	39.30%	Sold Out	0	-52,815
AAPL	Apple Inc	2023-09-30	New Buy	+0.02%	● 170.43 ($183.38) 196.45	$257.20	40.25%	New holding	52,815	52,815
MSFT	Microsoft Corp	2023-09-30	Add	+0.02%	● 312.14 ($330.44) 359.49	$438.13	32.59%	Add 0.05%	39,286,170	21,500
AMP	Ameriprise Financial Inc	2023-12-31	Sold Out	-0.01%	● 307.14 ($342.9) 381.62	$538.03	56.91%	Sold Out	0	-12,400
TJX	TJX Companies Inc	2023-12-31	Sold Out	-0.01%	● 87.19 ($89.71) 93.81	$122.97	37.08%	Sold Out	0	-42,500
CB	Chubb Ltd	2023-09-30	New Buy	+0.01%	● 188.09 ($202.16) 214.27	$275.73	36.39%	New holding	10,250	10,250
GS	The Goldman Sachs Group Inc	2023-12-31	Sold Out	-0.01%	● 289.91 ($333.76) 386.41	$579.56	73.65%	Sold Out	0	-7,060
SLB	Schlumberger Ltd	2023-12-31	Sold Out	-0.01%	● 48.46 ($54.35) 60.59	$37.63	-30.76%	Sold Out	0	-47,005
XLK	Technology Select Sector SPDR ETF	2023-12-31	Sold Out	-0.01%	● 160.19 ($178.05) 193.07	$240.14	34.87%	Sold Out	0	-24,300
AMZN	Amazon.com Inc	2023-12-31	Sold Out	-0.01%	● 119.57 ($140.18) 154.07	$228.80	63.22%	Sold Out	0	-44,000
BKNG	Booking Holdings Inc	2023-12-31	Sold Out	-0.01%	● 2742.69 ($3118.13) 3566.65	$5,110.00	63.88%	Sold Out	0	-1,650
ORCL	Oracle Corp	2023-12-31	Sold Out	-0.01%	● 100.31 ($109.14) 117.16	$171.20	56.86%	Sold Out	0	-39,800
NSC	Norfolk Southern Corp	2023-12-31	Sold Out	-0.01%	● 184.53 ($209.57) 236.53	$236.28	12.75%	Sold Out	0	-11,700
CVS	CVS Health Corp	2023-12-31	Sold Out	-0.01%	● 66.29 ($71.17) 79	$43.99	-38.19%	Sold Out	0	-32,500
KBWB	Invesco KBW Bank ETF	2023-12-31	Sold Out	-0.01%	● 36.74 ($42.31) 49.8	$65.89	55.72%	Sold Out	0	-50,270
CSCO	Cisco Systems Inc	2023-12-31	Sold Out	-0.01%	● 47.7 ($51.09) 54.39	$59.60	16.65%	Sold Out	0	-62,000
PG	Procter & Gamble Co	2023-12-31	Sold Out	-0.01%	● 143 ($148.11) 153.52	$168.91	14.04%	Sold Out	0	-22,975
UNH	UnitedHealth Group Inc	2023-12-31	Sold Out	-0.01%	● 509.47 ($533.34) 552.97	$505.05	-5.30%	Sold Out	0	-5,665
ETN	Eaton Corp PLC	2023-12-31	Sold Out	-0.01%	● 193.99 ($220.73) 240.82	$340.03	54.05%	Sold Out	0	-26,100
CB	Chubb Ltd	2023-12-31	Sold Out	-0.01%	● 204.91 ($218.69) 229.43	$275.73	26.08%	Sold Out	0	-10,250
ADBE	Adobe Inc	2023-12-31	Sold Out	-0.01%	● 507.03 ($576.76) 633.66	$448.43	-22.25%	Sold Out	0	-5,485
TMO	Thermo Fisher Scientific Inc	2023-12-31	Sold Out	-0.01%	● 431.41 ($484.03) 532.94	$525.80	8.63%	Sold Out	0	-5,675
UPS	United Parcel Service Inc	2023-09-30	Add	+0.01%	● 151.9 ($172.61) 188.34	$125.34	-27.39%	Add 1.94%	755,089	14,400
XLK	Technology Select Sector SPDR ETF	2023-09-30	New Buy	+0.01%	● 161.97 ($171.51) 180.26	$240.14	40.02%	New holding	24,300	24,300
PNC	PNC Financial Services Group Inc	2023-12-31	Sold Out	-0.01%	● 109.71 ($129.47) 155.63	$192.93	49.02%	Sold Out	0	-17,400
JPM	JPMorgan Chase & Co	2023-12-31	Sold Out	-0.01%	● 135.69 ($151.54) 170.3	$241.14	59.13%	Sold Out	0	-29,600
ELV	Elevance Health Inc	2023-12-31	Sold Out	-0.01%	● 433.51 ($462.41) 488.06	$371.99	-19.55%	Sold Out	0	-8,500
AVGO	Broadcom Inc	2023-12-31	Sold Out	-0.01%	● 81.48 ($94.69) 114.7	$239.34	152.77%	Sold Out	0	-6,500
XOM	Exxon Mobil Corp	2023-12-31	Sold Out	-0.01%	● 98.05 ($105.1) 115.83	$106.85	1.67%	Sold Out	0	-17,000
V	Visa Inc	2023-12-31	Sold Out	-0.01%	● 228.81 ($246.48) 262.38	$320.96	30.22%	Sold Out	0	-14,000
AMAT	Applied Materials Inc	2023-12-31	Sold Out	-0.01%	● 130.11 ($146.92) 164.28	$168.50	14.69%	Sold Out	0	-22,800
PFE	Pfizer Inc	2023-12-31	Sold Out	-0.01%	● 26.13 ($30.23) 33.94	$26.70	-11.66%	Sold Out	0	-68,000
MS	Morgan Stanley	2023-12-31	Sold Out	-0.01%	● 70.4 ($80) 93.66	$126.52	58.15%	Sold Out	0	-27,880
LMT	Lockheed Martin Corp	2023-12-31	Sold Out	-0.01%	● 397.35 ($443.05) 458.04	$486.89	9.90%	Sold Out	0	-5,900
NVDA	NVIDIA Corp	2023-12-31	Sold Out	-0.01%	● 40.33 ($46.34) 50.41	$140.89	204.04%	Sold Out	0	-9,165
PHM	PulteGroup Inc	2023-12-31	Sold Out	-0.01%	● 69.65 ($84.98) 104.88	$110.44	29.96%	Sold Out	0	-53,500
JNJ	Johnson & Johnson	2023-12-31	Sold Out	-0.01%	● 145.6 ($153.34) 158.88	$145.31	-5.24%	Sold Out	0	-14,945
TTE	TotalEnergies SE	2023-12-31	Sold Out	-0.01%	● 62.82 ($66.67) 69.16	$54.19	-18.72%	Sold Out	0	-38,500
GOOGL	Alphabet Inc	2023-12-31	Sold Out	-0.01%	● 122.17 ($134.36) 141.52	$195.55	45.54%	Sold Out	0	-38,400
CVX	Chevron Corp	2023-12-31	Sold Out	-0.01%	● 141.77 ($151.24) 169.1	$143.46	-5.14%	Sold Out	0	-21,500
UL	Unilever PLC	2023-09-30	New Buy	+0.01%	● 48.8 ($51.37) 54.19	$57.19	11.33%	New holding	72,610	72,610
TT	Trane Technologies PLC	2023-12-31	Sold Out	-0.01%	● 184.42 ($218.78) 243.95	$378.00	72.78%	Sold Out	0	-15,900
LMT	Lockheed Martin Corp	2023-09-30	New Buy	+0.01%	● 408.72 ($443.64) 469.97	$486.89	9.75%	New holding	5,900	5,900
AVGO	Broadcom Inc	2023-09-30	New Buy	+0.01%	● 80.84 ($86.68) 92.29	$239.34	176.12%	New holding	65,000	6,500
ADBE	Adobe Inc	2023-09-30	New Buy	+0.01%	● 481.29 ($524.63) 564.88	$448.43	-14.52%	New holding	5,485	5,485
TMO	Thermo Fisher Scientific Inc	2023-09-30	New Buy	+0.01%	● 498.29 ($532.87) 574.41	$525.80	-1.33%	New holding	5,675	5,675
PHM	PulteGroup Inc	2023-09-30	New Buy	+0.01%	● 73.2 ($79.71) 86.01	$110.44	38.55%	New holding	53,500	53,500
CVS	CVS Health Corp	2023-09-30	New Buy	+0.01%	● 65.17 ($70.86) 76.41	$43.99	-37.92%	New holding	32,500	32,500
AMGN	Amgen Inc	2023-09-30	New Buy	+0.01%	● 218.65 ($249.56) 271.46	$263.38	5.54%	New holding	11,050	11,050
SLB	SLB	2023-09-30	New Buy	+0.01%	● 49.12 ($57.99) 62.1	$37.63	-35.11%	New holding	47,005	47,005
PG	Procter & Gamble Co	2023-09-30	New Buy	+0.01%	● 145.86 ($152.75) 157.09	$168.91	10.58%	New holding	22,975	22,975
TT	Trane Technologies PLC	2023-09-30	New Buy	+0.01%	● 189.19 ($200.33) 210.4	$378.00	88.69%	New holding	15,900	15,900
GS	The Goldman Sachs Group Inc	2023-09-30	New Buy	+0.01%	● 313 ($334.12) 358.93	$579.56	73.46%	New holding	7,060	7,060
PFE	Pfizer Inc	2023-09-30	New Buy	+0.01%	● 32.09 ($35.36) 37.51	$26.70	-24.48%	New holding	68,000	68,000
CSCO	Cisco Systems Inc	2023-09-30	New Buy	+0.01%	● 50.38 ($53.95) 57.84	$59.60	10.47%	New holding	62,000	62,000
GOOGL	Alphabet Inc	2023-09-30	New Buy	+0.01%	● 116.45 ($129.36) 138.21	$195.55	51.16%	New holding	38,400	38,400
ETN	Eaton Corp PLC	2023-09-30	New Buy	+0.01%	● 197.75 ($215.58) 238.04	$340.03	57.73%	New holding	26,100	26,100
NSC	Norfolk Southern Corp	2023-09-30	New Buy	+0.01%	● 195.64 ($216.16) 237.49	$236.28	9.31%	New holding	11,700	11,700
PNC	PNC Financial Services Group Inc	2023-09-30	New Buy	+0.01%	● 115.77 ($125.83) 136.89	$192.93	53.33%	New holding	17,400	17,400
ORCL	Oracle Corp	2023-09-30	New Buy	+0.01%	● 104.62 ($115.75) 126.71	$171.20	47.90%	New holding	39,800	39,800
CVX	Chevron Corp	2023-09-30	New Buy	+0.01%	● 152.88 ($161.52) 171.04	$143.46	-11.18%	New holding	21,500	21,500
ELV	Elevance Health Inc	2023-09-30	New Buy	+0.01%	● 414.13 ($453.58) 475.93	$371.99	-17.99%	New holding	8,500	8,500
AMGN	Amgen Inc	2023-12-31	Sold Out	-0.01%	● 255.7 ($272.47) 288.46	$263.38	-3.33%	Sold Out	0	-11,050
NVDA	NVIDIA Corp	2023-09-30	New Buy	+0.01%	● 40.86 ($44.8) 49.36	$140.89	214.49%	New holding	91,650	9,165
V	Visa Inc	2023-09-30	New Buy	+0.01%	● 229.5 ($240.37) 248.11	$320.96	33.53%	New holding	14,000	14,000
UNH	UnitedHealth Group Inc	2023-09-30	New Buy	+0.01%	● 447.75 ($492.14) 510.93	$505.05	2.62%	New holding	5,665	5,665
KBWB	Invesco KBW Bank ETF	2023-09-30	New Buy	+0.01%	● 39.52 ($42.64) 45.81	$65.89	54.51%	New holding	50,270	50,270
XOM	Exxon Mobil Corp	2023-09-30	New Buy	+0.01%	● 100.92 ($109.68) 120.2	$106.85	-2.58%	New holding	17,000	17,000
MS	Morgan Stanley	2023-09-30	New Buy	+0.01%	● 81.65 ($86.82) 94.67	$126.52	45.73%	New holding	27,880	27,880
TJX	TJX Companies Inc	2023-09-30	New Buy	+0.01%	● 82.7 ($88.05) 93.59	$122.97	39.66%	New holding	42,500	42,500
TTE	TotalEnergies SE	2023-09-30	New Buy	+0.01%	● 55.39 ($61.84) 66.84	$54.19	-12.37%	New holding	38,500	38,500
BKNG	Booking Holdings Inc	2023-09-30	New Buy	+0.01%	● 2632.69 ($3027.95) 3243.01	$5,110.00	68.76%	New holding	1,650	1,650
JNJ	Johnson & Johnson	2023-09-30	New Buy	+0.01%	● 155.75 ($165.01) 174.48	$145.31	-11.94%	New holding	14,945	14,945
AMAT	Applied Materials Inc	2023-09-30	New Buy	+0.01%	● 134.04 ($143.4) 153.99	$168.50	17.51%	New holding	22,800	22,800

100/Page

Total 127

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