Bill Gates
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 Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B
Berkshire Hathaway Inc2022-12-31Reduce
-3.93%
264 ($296.98) 318.6
$298.92
0.65%
Reduce -16.84%
24,689,845
-5,000,000
DHR
Danaher Corp2022-12-31New Buy
+0.28%
241.42 ($261.48) 282.29
$248.17
-5.09%
New holding
373,000
373,000
HRL
Hormel Foods Corp2022-12-31New Buy
+0.28%
44.54 ($46.56) 49.41
$38.65
-16.99%
New holding
2,195,290
2,195,290
ECL
Ecolab Inc2022-12-31Add
+0.14%
131.35 ($146.92) 157.77
$160.36
9.15%
Add 7.23%
5,218,044
351,617
MSFT
Microsoft Corp2022-09-30Add
+26.26%
232.9 ($264.05) 293.47
$280.57
6.26%
Add 4056.66%
39,264,670
38,320,050
CNI
Canadian National Railway Co2022-09-30Add
+14.15%
107.99 ($119.14) 128.76
$113.68
-4.58%
Add 433.41%
54,826,786
44,548,156
WM
Waste Management Inc2022-09-30Add
+7.83%
149.27 ($165.07) 175.29
$154.46
-6.43%
Add 89.09%
35,234,344
16,600,672
BRK.B
Berkshire Hathaway Inc2022-09-30Reduce
-7.72%
264.32 ($284.56) 306.65
$298.92
5.05%
Reduce -14.41%
29,689,845
-5,000,000
DE
Deere & Co2022-09-30Add
+2.97%
289.14 ($342.56) 388.15
$386.50
12.83%
Add 335.47%
3,917,693
3,018,038
WCN
Waste Connections Inc2022-09-30New Buy
+0.85%
122.43 ($136.35) 148
$133.62
-2.00%
New holding
2,149,175
2,149,175
SAFM
Sanderson Farms Inc2022-09-30Sold Out
-0.64%
204 ($211.78) 216.46
$204.00
-3.67%
Sold Out
0
-524,236
FDX
FedEx Corp2022-09-30Add
+0.44%
142.9 ($211.05) 238.22
$217.60
3.10%
Add 187.14%
1,534,362
1,000,000
KHC
The Kraft Heinz Co2022-09-30New Buy
+0.26%
32.95 ($37.15) 39.18
$38.18
2.77%
New holding
2,622,600
2,622,600
ECL
Ecolab Inc2022-09-30Add
+0.21%
144.03 ($162.23) 177.02
$160.36
-1.15%
Add 11.45%
4,866,427
500,000
CPNG
Coupang Inc2022-09-30Add
+0.17%
14.25 ($17.29) 19.76
$15.29
-11.57%
Add 61.84%
9,248,045
3,533,760
BRK.B
Berkshire Hathaway Inc2022-06-30Add
+9.27%
267.52 ($314.34) 353.1
$298.92
-4.91%
Add 20.93%
34,689,845
6,003,166
CNI
Canadian National Railway Co2022-06-30Reduce
-1.89%
107.76 ($117.14) 134.14
$113.68
-2.95%
Reduce -21.33%
10,278,630
-2,787,539
MSGS
Madison Square Garden Sports Corp2022-06-30Add
+0.27%
145.96 ($162.56) 181.07
$188.36
15.87%
Add 112.98%
592,406
314,259
CVNA
Carvana Co2022-06-30New Buy
+0.07%
20.92 ($53.66) 132.96
$8.19
-84.74%
New holding
520,000
520,000
VRM
Vroom Inc2022-06-30New Buy
+0.02%
1.07 ($1.59) 2.83
$0.86
-45.97%
New holding
2,500,000
2,500,000
BRK.B
Berkshire Hathaway Inc2022-03-31Reduce
-6.51%
300.79 ($323.34) 359.57
$298.92
-7.55%
Reduce -14.84%
28,686,679
-5,000,000
CCI
Crown Castle International Corp2022-03-31Reduce
-2.86%
159.93 ($177.85) 207.74
$129.46
-27.21%
Reduce -68.89%
1,420,072
-3,143,974
WMT
Walmart Inc2022-03-31Reduce
-2.46%
133.53 ($140.86) 149.87
$141.80
0.67%
Reduce -56.36%
3,020,859
-3,900,880
CAT
Caterpillar Inc2022-03-31Reduce
-2.10%
182.83 ($209.75) 229.87
$217.01
3.46%
Reduce -24.07%
7,353,614
-2,331,518
MSFT
Microsoft Corp2022-03-31Reduce
-1.46%
275.85 ($300.8) 334.75
$280.57
-6.73%
Reduce -51.25%
944,620
-993,083
UPS
United Parcel Service Inc2022-03-31Reduce
-1.44%
194.83 ($212.34) 232.11
$186.07
-12.37%
Reduce -67.57%
740,689
-1,543,326
FDX
FedEx Corp2022-03-31Reduce
-1.08%
201.09 ($235.12) 264.91
$217.60
-7.45%
Reduce -64.23%
534,362
-959,350
CP
Canadian Pacific Railway Ltd2022-03-31Sold Out
-0.78%
68.8 ($75.22) 83.58
$75.13
-0.12%
Sold Out
0
-2,478,545
TV
Grupo Televisa SAB2022-03-31Sold Out
-0.29%
9.19 ($10.37) 11.71
$4.69
-54.77%
Sold Out
0
-7,038,529
GOOGL
Alphabet Inc2022-03-31Sold Out
-0.27%
125.95 ($135.83) 148
$105.44
-22.37%
Sold Out
0
-21,554
GOOG
Alphabet Inc2022-03-31Sold Out
-0.27%
126.46 ($135.95) 148.04
$106.06
-21.99%
Sold Out
0
-21,491
DE
Deere & Co2022-03-31Reduce
-0.20%
337.52 ($382.92) 436.45
$386.50
0.93%
Reduce -12.96%
899,655
-133,943
BRK.B
Berkshire Hathaway Inc2021-12-31Reduce
-5.88%
273.64 ($286.71) 300.17
$298.92
4.26%
Reduce -12.92%
33,686,679
-5,000,000
KSU Kansas City Southern2021-12-31Sold Out
-2.56%
276.49 ($299.1) 311.4
$293.59
-1.84%
Sold Out
0
-2,190,000
MSFT
Microsoft Corp2021-12-31Reduce
-1.22%
283.11 ($325.12) 343.11
$280.57
-13.70%
Reduce -34.04%
1,937,703
-1,000,000
CP
Canadian Pacific Railway Ltd2021-12-31New Buy
+0.78%
66.43 ($73.15) 77.89
$75.13
2.71%
New holding
2,478,545
2,478,545
SAFM
Sanderson Farms Inc2021-12-31New Buy
+0.44%
186.19 ($188.37) 191.5
$204.00
8.30%
New holding
524,236
524,236
TV
Grupo Televisa SAB2021-12-31Reduce
-0.44%
9.04 ($10.22) 11.98
$4.69
-54.11%
Reduce -56.83%
7,038,529
-9,264,360
AFRM
Affirm Holdings Inc2021-12-31Sold Out
-0.02%
97.37 ($131.88) 168.52
$10.33
-92.17%
Sold Out
0
-35,229
BRK.B
Berkshire Hathaway Inc2021-09-30Reduce
-5.82%
272.66 ($280.85) 291.28
$298.92
6.43%
Reduce -11.45%
38,686,679
-5,000,000
MSFT
Microsoft Corp2021-09-30New Buy
+3.57%
271.6 ($290.9) 305.22
$280.57
-3.55%
New holding
2,937,703
2,937,703
KSU Kansas City Southern2021-09-30New Buy
+2.56%
261.05 ($278.75) 295.92
$293.59
5.32%
New holding
2,190,000
2,190,000
DE
Deere & Co2021-09-30New Buy
+1.49%
334.95 ($360.66) 389.34
$386.50
7.16%
New holding
1,033,598
1,033,598
UPS
United Parcel Service Inc2021-09-30Reduce
-0.45%
182.1 ($197.6) 214.26
$186.07
-5.84%
Reduce -18.48%
2,284,015
-517,775
CAT
Caterpillar Inc2021-09-30Reduce
-0.43%
189.84 ($208.43) 221.66
$217.01
4.12%
Reduce -4.64%
9,685,132
-471,624
CCI
Crown Castle International Corp2021-09-30Reduce
-0.43%
173.32 ($193.44) 203.28
$129.46
-33.07%
Reduce -10.27%
4,564,046
-522,634
WMT
Walmart Inc2021-09-30Reduce
-0.40%
139.32 ($144.54) 151.45
$141.80
-1.90%
Reduce -8.93%
6,921,739
-678,967
CNI
Canadian National Railway Co2021-09-30Reduce
-0.37%
101.48 ($110.76) 127.22
$113.68
2.64%
Reduce -6.05%
13,066,169
-841,114
MSGS
Madison Square Garden Sports Corp2021-09-30New Buy
+0.22%
154.37 ($171.34) 193.21
$188.36
9.93%
New holding
278,147
278,147
WEBR
Weber Inc2021-09-30New Buy
+0.19%
13.92 ($16.07) 19.55
$8.12
-49.47%
New holding
2,500,000
2,500,000
ONON
On Holding AG2021-09-30New Buy
+0.06%
30.13 ($35.13) 38.95
$31.66
-9.88%
New holding
500,000
500,000
TV
Grupo Televisa SAB2021-09-30Reduce
-0.03%
10.98 ($12.9) 14.47
$4.69
-63.64%
Reduce -3.41%
16,302,889
-576,215
AFRM
Affirm Holdings Inc2021-09-30New Buy
+0.02%
55.86 ($79.94) 128.37
$10.33
-87.08%
New holding
35,229
35,229
BRK.B
Berkshire Hathaway Inc2021-06-30Add
+7.66%
255.47 ($278.9) 292.52
$298.92
7.18%
Add 17.74%
43,686,679
6,582,280
LBTYK
Liberty Global PLC2021-06-30Sold Out
-0.06%
25.07 ($26.92) 28.33
$19.38
-28.01%
Sold Out
0
-507,517
LBTYA
Liberty Global PLC2021-06-30Sold Out
-0.05%
25.08 ($26.94) 28.42
$18.52
-31.25%
Sold Out
0
-380,772
BRK.B
Berkshire Hathaway Inc2021-03-31Reduce
-5.19%
227.36 ($242.84) 263.99
$298.92
23.09%
Reduce -11.88%
37,104,399
-5,000,000
WMT
Walmart Inc2021-03-31Reduce
-2.58%
127.53 ($139.05) 148.97
$141.80
1.98%
Reduce -34.49%
7,600,706
-4,002,294
FDX
FedEx Corp2021-03-31Reduce
-1.78%
235.34 ($257.69) 285.92
$217.60
-15.56%
Reduce -50.62%
1,493,712
-1,531,287
CNI
Canadian National Railway Co2021-03-31Reduce
-1.51%
101.17 ($111) 118.12
$113.68
2.41%
Reduce -18.09%
13,907,283
-3,071,985
CPNG
Coupang Inc2021-03-31New Buy
+1.35%
43.29 ($46.22) 50.45
$15.29
-66.92%
New holding
5,714,285
5,714,285
UPS
United Parcel Service Inc2021-03-31Reduce
-1.30%
155 ($161.78) 169.99
$186.07
15.01%
Reduce -38.09%
2,801,790
-1,723,539
CAT
Caterpillar Inc2021-03-31Reduce
-0.90%
180.63 ($206.87) 233.63
$217.01
4.90%
Reduce -9.8%
10,156,756
-1,104,101
AAPL
Apple Inc2021-03-31Sold Out
-0.60%
116.36 ($128.47) 143.16
$160.25
24.74%
Sold Out
0
-1,002,088
AMZN
Amazon.com Inc2021-03-31Sold Out
-0.44%
147.6 ($158.6) 169
$98.13
-38.13%
Sold Out
0
-30,230
LBTYK
Liberty Global PLC2021-03-31Reduce
-0.34%
23.53 ($25) 26.56
$19.38
-22.48%
Reduce -86.05%
507,517
-3,131,832
LBTYA
Liberty Global PLC2021-03-31Reduce
-0.19%
23.76 ($25.28) 26.93
$18.52
-26.74%
Reduce -82.03%
380,772
-1,738,743
CCI
Crown Castle International Corp2021-03-31Reduce
-0.18%
146.77 ($160.26) 175.03
$129.46
-19.22%
Reduce -4.62%
5,086,680
-246,220
TWTR
Twitter Inc2021-03-31Sold Out
-0.07%
45.18 ($61.29) 77.63
$53.70
-12.38%
Sold Out
0
-272,420
LILAK
Liberty Latin America Ltd2021-03-31Sold Out
-0.03%
9.89 ($12.03) 14.55
$7.85
-34.75%
Sold Out
0
-676,979
LILA
Liberty Latin America Ltd2021-03-31Sold Out
-0.01%
10.09 ($12.11) 14.49
$7.86
-35.09%
Sold Out
0
-276,443
100/Page
Total 71

Bill Gates News

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