
	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%) SEC Filings 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
MSFT
MSFT
WM
MSFT
FDX
DE
BUD
PCAR
CVNA
WEBR Unlock Delisted
AAPL
IYW
AAPL
META
IYW
MSFT
META
UNH
XLK
ADBE
PG
ETN
TJX
SLB
AMP
BKNG
CVX
CSCO
AMZN
ORCL
AMAT
CVS
NSC
JNJ
GOOGL
XOM
UPS
XLK
CSCO
UL
PNC
JPM
ELV
AVGO
TMO
CB
V
PFE
MS
LMT
NVDA
PHM
TTE
CVX
GS
ELV
TT
SLB
V
NVDA
AVGO
ADBE
TMO
PHM
CVS
AMGN
PG
AMP
LMT
TT
PFE
GOOGL
ETN
NSC
PNC
ORCL
AMZN
GS
AMAT
KBWB
AMGN
UL
CB
UNH
TTE
TJX
MS
JNJ
BKNG
JPM
KBWB
XOM

Ticker	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change	Company
Ticker	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change	Company
BRK.B	2024-06-30	Add	+6.24%	● 396.73 ($408.62) 420.24	$463.19	13.35%	Add 42.29%	24,620,202	7,317,105	Berkshire Hathaway Inc
MSFT	2024-09-30	Reduce	-5.56%	● 395.15 ($427.47) 467.56	$444.06	3.88%	Reduce -17%	28,957,247	-5,932,350	Microsoft Corp
BRK.B	2023-06-30	Add	+4.42%	● 308.77 ($326.09) 341	$463.19	42.04%	Add 27.69%	25,142,853	5,453,008	Berkshire Hathaway Inc
BRK.B	2023-03-31	Reduce	-4.32%	● 293.51 ($308.18) 320.37	$463.19	50.30%	Reduce -20.25%	19,689,845	-5,000,000	Berkshire Hathaway Inc
BRK.B	2023-12-31	Reduce	-2.35%	● 331.71 ($350.99) 362.68	$463.19	31.97%	Reduce -11.6%	19,916,349	-2,613,252	Berkshire Hathaway Inc
BRK.B	2024-03-31	Reduce	-2.20%	● 359.29 ($393.34) 420.52	$463.19	17.76%	Reduce -13.12%	17,303,097	-2,613,252	Berkshire Hathaway Inc
BRK.B	2023-09-30	Reduce	-2.12%	● 340.9 ($354.77) 370.48	$463.19	30.56%	Reduce -10.39%	22,529,601	-2,613,252	Berkshire Hathaway Inc
BRK.B	2024-09-30	Reduce	-2.12%	● 405.19 ($442.18) 478.57	$463.19	4.75%	Reduce -10.08%	22,137,613	-2,482,589	Berkshire Hathaway Inc
MSFT	2024-03-31	Reduce	-1.52%	● 367.75 ($404.82) 429.37	$444.06	9.69%	Reduce -4.48%	36,499,597	-1,711,272	Microsoft Corp
MSFT	2024-06-30	Reduce	-1.48%	● 389.33 ($422.32) 452.85	$444.06	5.15%	Reduce -4.41%	34,889,597	-1,610,000	Microsoft Corp
WM	2024-09-30	Reduce	-1.34%	● 196.96 ($208.63) 223.45	$209.43	0.38%	Reduce -8.51%	32,234,344	-3,000,000	Waste Management Inc
MSFT	2023-12-31	Reduce	-0.87%	● 313.39 ($355.93) 382.7	$444.06	24.76%	Reduce -2.74%	38,210,869	-1,075,301	Microsoft Corp
FDX	2024-09-30	Add	+0.61%	● 254.64 ($290.39) 313.52	$273.29	-5.89%	Add 65.17%	2,534,362	1,000,000	FedEx Corp
DE	2023-12-31	Reduce	-0.35%	● 359.39 ($377.05) 401.64	$478.77	26.98%	Reduce -9.2%	3,557,378	-360,315	Deere & Co
BUD	2023-06-30	New Buy	+0.23%	● 53.4 ($60.58) 66.73	$48.87	-19.33%	New holding	1,703,000	1,703,000	Anheuser-Busch InBev SA/NV
PCAR	2024-09-30	New Buy	+0.22%	● 91.64 ($97.78) 109.98	$109.90	12.40%	New holding	1,000,000	1,000,000	PACCAR Inc
CVNA	2024-06-30	Sold Out	-0.10%	● 69.16 ($100.64) 132.88	$240.47	138.94%	Sold Out	0	-520,000	Carvana Co
WEBR Unlock Delisted	2023-03-31	Sold Out	-0.06%	● 8.08 ($8.15) 8.23	$8.12	-0.37%	Sold Out	0	-2,500,000	Weber Inc
AAPL	2023-09-30	New Buy	+0.02%	● 170.43 ($183.38) 196.45	$222.78	21.49%	New holding	52,815	52,815	Apple Inc
IYW	2023-09-30	New Buy	+0.02%	● 103.39 ($108.75) 113.67	$164.69	51.44%	New holding	57,600	57,600	iShares U.S. Technology ETF
AAPL	2023-12-31	Sold Out	-0.02%	● 166.89 ($184.64) 198.11	$222.78	20.66%	Sold Out	0	-52,815	Apple Inc
META	2023-09-30	New Buy	+0.02%	● 283.25 ($301.3) 325.48	$647.49	114.90%	New holding	27,035	27,035	Meta Platforms Inc
IYW	2023-12-31	Sold Out	-0.02%	● 101.31 ($113.27) 123.31	$164.69	45.40%	Sold Out	0	-57,600	iShares U.S. Technology ETF
MSFT	2023-09-30	Add	+0.02%	● 312.14 ($330.44) 359.49	$444.06	34.38%	Add 0.05%	39,286,170	21,500	Microsoft Corp
META	2023-12-31	Sold Out	-0.02%	● 288.35 ($325.65) 358.32	$647.49	98.83%	Sold Out	0	-27,035	Meta Platforms Inc
UNH	2023-12-31	Sold Out	-0.01%	● 509.47 ($533.34) 552.97	$532.51	-0.16%	Sold Out	0	-5,665	UnitedHealth Group Inc
XLK	2023-12-31	Sold Out	-0.01%	● 160.19 ($178.05) 193.07	$239.30	34.40%	Sold Out	0	-24,300	Technology Select Sector SPDR ETF
ADBE	2023-12-31	Sold Out	-0.01%	● 507.03 ($576.76) 633.66	$435.38	-24.51%	Sold Out	0	-5,485	Adobe Inc
PG	2023-12-31	Sold Out	-0.01%	● 143 ($148.11) 153.52	$164.12	10.81%	Sold Out	0	-22,975	Procter & Gamble Co
ETN	2023-12-31	Sold Out	-0.01%	● 193.99 ($220.73) 240.82	$368.98	67.16%	Sold Out	0	-26,100	Eaton Corp PLC
TJX	2023-12-31	Sold Out	-0.01%	● 87.19 ($89.71) 93.81	$122.73	36.81%	Sold Out	0	-42,500	TJX Companies Inc
SLB	2023-12-31	Sold Out	-0.01%	● 48.46 ($54.35) 60.59	$42.25	-22.26%	Sold Out	0	-47,005	Schlumberger Ltd
AMP	2023-12-31	Sold Out	-0.01%	● 307.14 ($342.9) 381.62	$563.58	64.36%	Sold Out	0	-12,400	Ameriprise Financial Inc
BKNG	2023-12-31	Sold Out	-0.01%	● 2742.69 ($3118.13) 3566.65	$4,764.89	52.81%	Sold Out	0	-1,650	Booking Holdings Inc
CVX	2023-09-30	New Buy	+0.01%	● 152.88 ($161.52) 171.04	$155.65	-3.63%	New holding	21,500	21,500	Chevron Corp
CSCO	2023-12-31	Sold Out	-0.01%	● 47.7 ($51.09) 54.39	$62.23	21.80%	Sold Out	0	-62,000	Cisco Systems Inc
AMZN	2023-12-31	Sold Out	-0.01%	● 119.57 ($140.18) 154.07	$234.85	67.53%	Sold Out	0	-44,000	Amazon.com Inc
ORCL	2023-12-31	Sold Out	-0.01%	● 100.31 ($109.14) 117.16	$183.60	68.22%	Sold Out	0	-39,800	Oracle Corp
AMAT	2023-12-31	Sold Out	-0.01%	● 130.11 ($146.92) 164.28	$186.75	27.11%	Sold Out	0	-22,800	Applied Materials Inc
CVS	2023-12-31	Sold Out	-0.01%	● 66.29 ($71.17) 79	$54.55	-23.35%	Sold Out	0	-32,500	CVS Health Corp
NSC	2023-12-31	Sold Out	-0.01%	● 184.53 ($209.57) 236.53	$254.67	21.52%	Sold Out	0	-11,700	Norfolk Southern Corp
JNJ	2023-12-31	Sold Out	-0.01%	● 145.6 ($153.34) 158.88	$146.82	-4.25%	Sold Out	0	-14,945	Johnson & Johnson
GOOGL	2023-12-31	Sold Out	-0.01%	● 122.17 ($134.36) 141.52	$200.21	49.01%	Sold Out	0	-38,400	Alphabet Inc
XOM	2023-12-31	Sold Out	-0.01%	● 98.05 ($105.1) 115.83	$108.66	3.39%	Sold Out	0	-17,000	Exxon Mobil Corp
UPS	2023-09-30	Add	+0.01%	● 151.9 ($172.61) 188.34	$133.03	-22.93%	Add 1.94%	755,089	14,400	United Parcel Service Inc
XLK	2023-09-30	New Buy	+0.01%	● 161.97 ($171.51) 180.26	$239.30	39.53%	New holding	24,300	24,300	Technology Select Sector SPDR ETF
CSCO	2023-09-30	New Buy	+0.01%	● 50.38 ($53.95) 57.84	$62.23	15.35%	New holding	62,000	62,000	Cisco Systems Inc
UL	2023-09-30	New Buy	+0.01%	● 48.8 ($51.37) 54.19	$56.50	9.99%	New holding	72,610	72,610	Unilever PLC
PNC	2023-12-31	Sold Out	-0.01%	● 109.71 ($129.47) 155.63	$199.53	54.11%	Sold Out	0	-17,400	PNC Financial Services Group Inc
JPM	2023-12-31	Sold Out	-0.01%	● 135.69 ($151.54) 170.3	$264.84	74.77%	Sold Out	0	-29,600	JPMorgan Chase & Co
ELV	2023-12-31	Sold Out	-0.01%	● 433.51 ($462.41) 488.06	$400.96	-13.29%	Sold Out	0	-8,500	Elevance Health Inc
AVGO	2023-12-31	Sold Out	-0.01%	● 81.48 ($94.69) 114.7	$244.70	158.42%	Sold Out	0	-6,500	Broadcom Inc
TMO	2023-12-31	Sold Out	-0.01%	● 431.41 ($484.03) 532.94	$574.82	18.76%	Sold Out	0	-5,675	Thermo Fisher Scientific Inc
CB	2023-12-31	Sold Out	-0.01%	● 204.91 ($218.69) 229.43	$266.70	21.95%	Sold Out	0	-10,250	Chubb Ltd
V	2023-12-31	Sold Out	-0.01%	● 228.81 ($246.48) 262.38	$330.20	33.97%	Sold Out	0	-14,000	Visa Inc
PFE	2023-12-31	Sold Out	-0.01%	● 26.13 ($30.23) 33.94	$26.09	-13.70%	Sold Out	0	-68,000	Pfizer Inc
MS	2023-12-31	Sold Out	-0.01%	● 70.4 ($80) 93.66	$137.82	72.28%	Sold Out	0	-27,880	Morgan Stanley
LMT	2023-12-31	Sold Out	-0.01%	● 397.35 ($443.05) 458.04	$496.96	12.17%	Sold Out	0	-5,900	Lockheed Martin Corp
NVDA	2023-12-31	Sold Out	-0.01%	● 40.33 ($46.34) 50.41	$142.62	207.77%	Sold Out	0	-9,165	NVIDIA Corp
PHM	2023-12-31	Sold Out	-0.01%	● 69.65 ($84.98) 104.88	$115.69	36.14%	Sold Out	0	-53,500	PulteGroup Inc
TTE	2023-12-31	Sold Out	-0.01%	● 62.82 ($66.67) 69.16	$58.73	-11.91%	Sold Out	0	-38,500	TotalEnergies SE
CVX	2023-12-31	Sold Out	-0.01%	● 141.77 ($151.24) 169.1	$155.65	2.92%	Sold Out	0	-21,500	Chevron Corp
GS	2023-12-31	Sold Out	-0.01%	● 289.91 ($333.76) 386.41	$636.90	90.83%	Sold Out	0	-7,060	The Goldman Sachs Group Inc
ELV	2023-09-30	New Buy	+0.01%	● 414.13 ($453.58) 475.93	$400.96	-11.60%	New holding	8,500	8,500	Elevance Health Inc
TT	2023-12-31	Sold Out	-0.01%	● 184.42 ($218.78) 243.95	$400.86	83.23%	Sold Out	0	-15,900	Trane Technologies PLC
SLB	2023-09-30	New Buy	+0.01%	● 49.12 ($57.99) 62.1	$42.25	-27.14%	New holding	47,005	47,005	SLB
V	2023-09-30	New Buy	+0.01%	● 229.5 ($240.37) 248.11	$330.20	37.37%	New holding	14,000	14,000	Visa Inc
NVDA	2023-09-30	New Buy	+0.01%	● 40.86 ($44.8) 49.36	$142.62	218.35%	New holding	91,650	9,165	NVIDIA Corp
AVGO	2023-09-30	New Buy	+0.01%	● 80.84 ($86.68) 92.29	$244.70	182.30%	New holding	65,000	6,500	Broadcom Inc
ADBE	2023-09-30	New Buy	+0.01%	● 481.29 ($524.63) 564.88	$435.38	-17.01%	New holding	5,485	5,485	Adobe Inc
TMO	2023-09-30	New Buy	+0.01%	● 498.29 ($532.87) 574.41	$574.82	7.87%	New holding	5,675	5,675	Thermo Fisher Scientific Inc
PHM	2023-09-30	New Buy	+0.01%	● 73.2 ($79.71) 86.01	$115.69	45.14%	New holding	53,500	53,500	PulteGroup Inc
CVS	2023-09-30	New Buy	+0.01%	● 65.17 ($70.86) 76.41	$54.55	-23.02%	New holding	32,500	32,500	CVS Health Corp
AMGN	2023-09-30	New Buy	+0.01%	● 218.65 ($249.56) 271.46	$275.42	10.36%	New holding	11,050	11,050	Amgen Inc
PG	2023-09-30	New Buy	+0.01%	● 145.86 ($152.75) 157.09	$164.12	7.44%	New holding	22,975	22,975	Procter & Gamble Co
AMP	2023-09-30	New Buy	+0.01%	● 326.95 ($341.28) 356.9	$563.58	65.14%	New holding	12,400	12,400	Ameriprise Financial Inc
LMT	2023-09-30	New Buy	+0.01%	● 408.72 ($443.64) 469.97	$496.96	12.02%	New holding	5,900	5,900	Lockheed Martin Corp
TT	2023-09-30	New Buy	+0.01%	● 189.19 ($200.33) 210.4	$400.86	100.10%	New holding	15,900	15,900	Trane Technologies PLC
PFE	2023-09-30	New Buy	+0.01%	● 32.09 ($35.36) 37.51	$26.09	-26.22%	New holding	68,000	68,000	Pfizer Inc
GOOGL	2023-09-30	New Buy	+0.01%	● 116.45 ($129.36) 138.21	$200.21	54.77%	New holding	38,400	38,400	Alphabet Inc
ETN	2023-09-30	New Buy	+0.01%	● 197.75 ($215.58) 238.04	$368.98	71.16%	New holding	26,100	26,100	Eaton Corp PLC
NSC	2023-09-30	New Buy	+0.01%	● 195.64 ($216.16) 237.49	$254.67	17.82%	New holding	11,700	11,700	Norfolk Southern Corp
PNC	2023-09-30	New Buy	+0.01%	● 115.77 ($125.83) 136.89	$199.53	58.57%	New holding	17,400	17,400	PNC Financial Services Group Inc
ORCL	2023-09-30	New Buy	+0.01%	● 104.62 ($115.75) 126.71	$183.60	58.62%	New holding	39,800	39,800	Oracle Corp
AMZN	2023-09-30	New Buy	+0.01%	● 125.98 ($134) 144.85	$234.85	75.26%	New holding	44,000	44,000	Amazon.com Inc
GS	2023-09-30	New Buy	+0.01%	● 313 ($334.12) 358.93	$636.90	90.62%	New holding	7,060	7,060	The Goldman Sachs Group Inc
AMAT	2023-09-30	New Buy	+0.01%	● 134.04 ($143.4) 153.99	$186.75	30.23%	New holding	22,800	22,800	Applied Materials Inc
KBWB	2023-09-30	New Buy	+0.01%	● 39.52 ($42.64) 45.81	$70.61	65.60%	New holding	50,270	50,270	Invesco KBW Bank ETF
AMGN	2023-12-31	Sold Out	-0.01%	● 255.7 ($272.47) 288.46	$275.42	1.08%	Sold Out	0	-11,050	Amgen Inc
UL	2023-12-31	Sold Out	-0.01%	● 46.26 ($47.96) 48.94	$56.50	17.81%	Sold Out	0	-72,610	Unilever PLC
CB	2023-09-30	New Buy	+0.01%	● 188.09 ($202.16) 214.27	$266.70	31.93%	New holding	10,250	10,250	Chubb Ltd
UNH	2023-09-30	New Buy	+0.01%	● 447.75 ($492.14) 510.93	$532.51	8.20%	New holding	5,665	5,665	UnitedHealth Group Inc
TTE	2023-09-30	New Buy	+0.01%	● 55.39 ($61.84) 66.84	$58.73	-5.03%	New holding	38,500	38,500	TotalEnergies SE
TJX	2023-09-30	New Buy	+0.01%	● 82.7 ($88.05) 93.59	$122.73	39.39%	New holding	42,500	42,500	TJX Companies Inc
MS	2023-09-30	New Buy	+0.01%	● 81.65 ($86.82) 94.67	$137.82	58.74%	New holding	27,880	27,880	Morgan Stanley
JNJ	2023-09-30	New Buy	+0.01%	● 155.75 ($165.01) 174.48	$146.82	-11.02%	New holding	14,945	14,945	Johnson & Johnson
BKNG	2023-09-30	New Buy	+0.01%	● 2632.69 ($3027.95) 3243.01	$4,764.89	57.36%	New holding	1,650	1,650	Booking Holdings Inc
JPM	2023-09-30	New Buy	+0.01%	● 143.21 ($149.9) 158	$264.84	76.68%	New holding	29,600	29,600	JPMorgan Chase & Co
KBWB	2023-12-31	Sold Out	-0.01%	● 36.74 ($42.31) 49.8	$70.61	66.89%	Sold Out	0	-50,270	Invesco KBW Bank ETF
XOM	2023-09-30	New Buy	+0.01%	● 100.92 ($109.68) 120.2	$108.66	-0.93%	New holding	17,000	17,000	Exxon Mobil Corp

100/Page

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