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Bill Gates
13F | |
| Bill & Melinda Gates Foundation Trust | |
| Last update 2023-02-14 | 23 Stocks (2 new) |
| Value $35.73 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 | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
DHR | Danaher Corp | Medical Diagnostics & Research | 180,810.93 | 373,000 | 99,001.66 | New Holding | 0.28 | +0.28% | 0.05 | -4.40% | -6.50% | |
HRL | Hormel Foods Corp | Consumer Packaged Goods | 21,123.50 | 2,195,290 | 99,995.46 | New Holding | 0.28 | +0.28% | 0.40 | -14.69% | -14.54% | |
ECL | Ecolab Inc | Chemicals | 45,649.60 | 5,218,044 | 759,538.49 | +7.23% | 2.13 | +0.14% | 1.83 | +11.31% | +10.53% | |
MSFT | Microsoft Corp | Software | 2,088,507.96 | 39,264,670 | 9,416,453.16 | 0% | 26.36 | 0% | 0.53 | +17.81% | +17.28% | |
CNI | Canadian National Railway Co | Transportation | 75,961.02 | 54,826,786 | 6,517,808.32 | 0% | 18.24 | 0% | 8.15 | -5.14% | -3.89% | |
WM | Waste Management Inc | Waste Management | 63,043.18 | 35,234,344 | 5,527,563.89 | 0% | 15.47 | 0% | 8.63 | -2.54% | -1.10% | |
CAT | Caterpillar Inc | Farm & Heavy Construction Machinery | 112,052.13 | 7,353,614 | 1,761,631.77 | 0% | 4.93 | 0% | 1.41 | -9.03% | -8.91% | |
DE | Deere & Co | Farm & Heavy Construction Machinery | 114,528.56 | 3,917,693 | 1,679,750.05 | 0% | 4.70 | 0% | 1.32 | -11.27% | -9.86% | |
WMT | Walmart Inc | Retail - Defensive | 382,244.01 | 3,020,859 | 428,327.60 | 0% | 1.20 | 0% | 0.11 | -0.97% | +0.41% | |
KOF | Coca-Cola Femsa SAB de CV | Beverages - Non-Alcoholic | 16,524.89 | 6,214,719 | 421,855.13 | 0% | 1.18 | 0% | 2.96 | +12.12% | +15.88% | |
WCN | Waste Connections Inc | Waste Management | 34,369.78 | 2,149,175 | 284,894.64 | 0% | 0.80 | 0% | 0.84 | +0.38% | +0.99% | |
FDX | FedEx Corp | Transportation | 54,694.18 | 1,534,362 | 265,751.50 | 0% | 0.74 | 0% | 0.61 | +24.34% | +26.30% | |
CCI | Crown Castle Inc | REITs | 56,112.82 | 1,420,072 | 192,618.57 | 0% | 0.54 | 0% | 0.33 | -4.35% | -3.40% | |
CPNG | Coupang Inc | Retail - Cyclical | 27,128.18 | 9,248,045 | 136,038.74 | 0% | 0.38 | 0% | 0.52 | +1.06% | +3.94% | |
SDGR | Schrodinger Inc | Healthcare Providers & Services | 1,827.89 | 6,981,664 | 130,487.30 | 0% | 0.37 | 0% | 9.80 | +35.58% | +36.81% | |
UPS | United Parcel Service Inc | Transportation | 159,404.10 | 740,689 | 128,761.38 | 0% | 0.36 | 0% | 0.09 | +6.03% | +7.97% | |
KHC | The Kraft Heinz Co | Consumer Packaged Goods | 46,846.82 | 2,622,600 | 106,766.05 | 0% | 0.30 | 0% | 0.21 | -4.79% | -5.23% | |
MSGS | Madison Square Garden Sports Corp | Media - Diversified | 4,498.39 | 592,406 | 108,605.79 | 0% | 0.30 | 0% | 2.48 | +3.76% | +2.74% | |
WEBR | Weber Inc | Furnishings, Fixtures & Appliances | 436.43 | 2,500,000 | 20,125.00 | 0% | 0.06 | 0% | 4.65 | +0.74% | +0.87% | |
ONON | On Holding AG | Manufacturing - Apparel & Accessories | 10,021.03 | 500,000 | 8,580.00 | 0% | 0.02 | 0% | 0.16 | +94.47% | +84.50% |
Total 23
