Bill Gates
Bill & Melinda Gates Foundation Trust
Value
35.4B
Stocks
23 Stocks (0 new)
Turnover
0.0%
CIK
1166559
Top Holdings
BRK.B(27.59%) WM(17.98%) CNI(14.49%) MSFT(10.52%) CAT(10.29%)
About Investor
Co-founder of Microsoft and renowned philanthropist, Bill Gates now focuses on global development through the Bill & Melinda Gates Foundation. His investment portfolio is managed by Cascade Investment LLC.
Investor Philosophy
Gates' investment approach combines financial returns with social impact. Through Cascade Investment, he maintains a diversified portfolio across sectors, with significant holdings in technology, healthcare, and sustainable energy.
Bill Gates Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| BRK.B | - | BERKSHIRE HATHAWAY INC DEL | Financials | 9,754.8M | 19.4M | 27.6% | -2,358,460 | -10.8% | 1,076,833.6M |
| WM | - | WASTE MGMT INC DEL | Industrials | 6,357.2M | 28.9M | 18.0% | 0 | No Change | 94,041.8M |
| CNI | - | CANADIAN NATL RY CO | Industrials | 5,123.1M | 51.8M | 14.5% | 0 | No Change | 65,813.0M |
| MSFT | - | MICROSOFT CORP | Information Technology | 3,719.6M | 7.7M | 10.5% | -1,500,000 | -16.3% | 2,969,829.4M |
| CAT | - | CATERPILLAR INC | Industrials | 3,639.8M | 6.4M | 10.3% | 0 | No Change | 352,959.6M |
| DE | - | DEERE & CO | Industrials | 1,656.2M | 3.6M | 4.7% | 0 | No Change | 160,958.6M |
| ECL | - | ECOLAB INC | Materials | 1,369.8M | 5.2M | 3.9% | 0 | No Change | 85,558.4M |
| WMT | - | WALMART INC | Consumer Discretionary | 934.8M | 8.4M | 2.6% | 0 | No Change | 1,005,615.7M |
| FDX | - | FEDEX CORP | Industrials | 688.7M | 2.4M | 1.9% | 0 | No Change | 90,009.1M |
| KOF | - | COCA-COLA FEMSA SAB DE CV | Consumer Staples | 588.6M | 6.2M | 1.7% | 0 | No Change | 23,728.9M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
| No top buys data available | ||||||
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Information Technology | 27.3% | 10.5% | -16.8% |
| Industrials | 39.6% | 50.8% | +11.2% |
| Financials | 24.5% | 27.6% | +3.1% |
| Materials | 2.9% | 3.9% | +0.9% |
| Consumer Discretionary | 2.7% | 3.6% | +0.9% |
| Consumer Staples | 1.8% | 2.3% | +0.5% |
| Real Estate | 0.3% | 0.0% | -0.3% |
