Bill Gates

Bill Gates

13F
Bill & Melinda Gates Foundation Trust
Last update 2023-11-14 75 Stocks (51 new)
Value $38.91 Bil Turnover 0 %
Countries:
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 Inc2023-09-30Reduce
-2.12%
●
340.9 ($354.77) 370.48
$352.08
-0.76%
Reduce -10.39%
22,529,601
-2,613,252
AAPL
Apple Inc2023-09-30New Buy
+0.02%
●
170.43 ($183.38) 196.45
$195.11
6.40%
New holding
52,815
52,815
IYW
iShares U.S. Technology ETF2023-09-30New Buy
+0.02%
●
103.39 ($108.75) 113.67
$118.08
8.58%
New holding
57,600
57,600
MSFT
Microsoft Corp2023-09-30Add
+0.02%
●
312.14 ($330.44) 359.49
$372.68
12.78%
Add 0.05%
39,286,170
21,500
META
Meta Platforms Inc2023-09-30New Buy
+0.02%
●
283.25 ($301.3) 325.48
$330.22
9.60%
New holding
27,035
27,035
ELV
Elevance Health Inc2023-09-30New Buy
+0.01%
●
414.13 ($453.58) 475.93
$474.39
4.59%
New holding
8,500
8,500
AMZN
Amazon.com Inc2023-09-30New Buy
+0.01%
●
125.98 ($134) 144.85
$147.02
9.72%
New holding
44,000
44,000
AMAT
Applied Materials Inc2023-09-30New Buy
+0.01%
●
134.04 ($143.4) 153.99
$146.91
2.45%
New holding
22,800
22,800
XOM
Exxon Mobil Corp2023-09-30New Buy
+0.01%
●
100.92 ($109.68) 120.2
$98.81
-9.91%
New holding
17,000
17,000
GOOGL
Alphabet Inc2023-09-30New Buy
+0.01%
●
116.45 ($129.36) 138.21
$134.87
4.26%
New holding
38,400
38,400
KBWB
Invesco KBW Bank ETF2023-09-30New Buy
+0.01%
●
39.52 ($42.64) 45.81
$45.55
6.82%
New holding
50,270
50,270
JPM
JPMorgan Chase & Co2023-09-30New Buy
+0.01%
●
143.21 ($149.9) 158
$157.94
5.37%
New holding
29,600
29,600
CVS
CVS Health Corp2023-09-30New Buy
+0.01%
●
65.17 ($70.86) 76.41
$74.67
5.38%
New holding
32,500
32,500
LMT
Lockheed Martin Corp2023-09-30New Buy
+0.01%
●
408.72 ($443.64) 469.97
$447.66
0.91%
New holding
5,900
5,900
NSC
Norfolk Southern Corp2023-09-30New Buy
+0.01%
●
195.64 ($216.16) 237.49
$222.38
2.88%
New holding
11,700
11,700
PFE
Pfizer Inc2023-09-30New Buy
+0.01%
●
32.09 ($35.36) 37.51
$28.74
-18.72%
New holding
68,000
68,000
AMGN
Amgen Inc2023-09-30New Buy
+0.01%
●
218.65 ($249.56) 271.46
$269.67
8.06%
New holding
11,050
11,050
JNJ
Johnson & Johnson2023-09-30New Buy
+0.01%
●
155.75 ($165.01) 174.48
$154.19
-6.56%
New holding
14,945
14,945
MS
Morgan Stanley2023-09-30New Buy
+0.01%
●
81.65 ($86.82) 94.67
$82.03
-5.51%
New holding
27,880
27,880
AVGO
Broadcom Inc2023-09-30New Buy
+0.01%
●
808.36 ($866.82) 922.89
$920.91
6.24%
New holding
6,500
6,500
ADBE
Adobe Inc2023-09-30New Buy
+0.01%
●
481.29 ($524.63) 564.88
$605.24
15.36%
New holding
5,485
5,485
CVX
Chevron Corp2023-09-30New Buy
+0.01%
●
152.88 ($161.52) 171.04
$143.87
-10.93%
New holding
21,500
21,500
PNC
PNC Financial Services Group Inc2023-09-30New Buy
+0.01%
●
115.77 ($125.83) 136.89
$140.25
11.46%
New holding
17,400
17,400
XLK
Technology Select Sector SPDR ETF2023-09-30New Buy
+0.01%
●
161.97 ($171.51) 180.26
$186.11
8.51%
New holding
24,300
24,300
CSCO
Cisco Systems Inc2023-09-30New Buy
+0.01%
●
50.38 ($53.95) 57.84
$48.38
-10.32%
New holding
62,000
62,000
SLB
SLB2023-09-30New Buy
+0.01%
●
49.12 ($57.99) 62.1
$48.32
-16.68%
New holding
47,005
47,005
BKNG
Booking Holdings Inc2023-09-30New Buy
+0.01%
●
2632.69 ($3027.95) 3243.01
$3,270.59
8.01%
New holding
1,650
1,650
GS
The Goldman Sachs Group Inc2023-09-30New Buy
+0.01%
●
313 ($334.12) 358.93
$348.83
4.40%
New holding
7,060
7,060
PG
Procter & Gamble Co2023-09-30New Buy
+0.01%
●
145.86 ($152.75) 157.09
$144.90
-5.14%
New holding
22,975
22,975
AMP
Ameriprise Financial Inc2023-09-30New Buy
+0.01%
●
326.95 ($341.28) 356.9
$355.83
4.26%
New holding
12,400
12,400
ORCL
Oracle Corp2023-09-30New Buy
+0.01%
●
104.62 ($115.75) 126.71
$112.63
-2.70%
New holding
39,800
39,800
TJX
TJX Companies Inc2023-09-30New Buy
+0.01%
●
82.7 ($88.05) 93.59
$88.97
1.04%
New holding
42,500
42,500
NVDA
NVIDIA Corp2023-09-30New Buy
+0.01%
●
408.55 ($448.03) 493.55
$474.40
5.89%
New holding
9,165
9,165
PHM
PulteGroup Inc2023-09-30New Buy
+0.01%
●
73.2 ($79.71) 86.01
$95.56
19.89%
New holding
53,500
53,500
UPS
United Parcel Service Inc2023-09-30Add
+0.01%
●
151.9 ($172.61) 188.34
$156.55
-9.30%
Add 1.94%
755,089
14,400
TT
Trane Technologies PLC2023-09-30New Buy
+0.01%
●
189.19 ($200.33) 210.4
$231.35
15.48%
New holding
15,900
15,900
ETN
Eaton Corp PLC2023-09-30New Buy
+0.01%
●
197.75 ($215.58) 238.04
$232.21
7.71%
New holding
26,100
26,100
V
Visa Inc2023-09-30New Buy
+0.01%
●
229.5 ($240.37) 248.11
$254.78
5.99%
New holding
14,000
14,000
TTE
TotalEnergies SE2023-09-30New Buy
+0.01%
●
55.39 ($61.84) 66.84
$66.33
7.26%
New holding
38,500
38,500
TMO
Thermo Fisher Scientific Inc2023-09-30New Buy
+0.01%
●
498.29 ($532.87) 574.41
$489.31
-8.17%
New holding
5,675
5,675
UNH
UnitedHealth Group Inc2023-09-30New Buy
+0.01%
●
447.75 ($492.14) 510.93
$547.00
11.15%
New holding
5,665
5,665
CB
Chubb Ltd2023-09-30New Buy
+0.01%
●
188.09 ($202.16) 214.27
$222.62
10.12%
New holding
10,250
10,250
UL
Unilever PLC2023-09-30New Buy
+0.01%
●
48.8 ($51.37) 54.19
$47.37
-7.79%
New holding
72,610
72,610
AMT
American Tower Corp2023-09-30New Buy
0%
●
159.69 ($182.65) 198.36
$205.16
12.33%
New holding
11,000
11,000
DIS
The Walt Disney Co2023-09-30New Buy
0%
●
79.9 ($85.41) 91.76
$92.78
8.63%
New holding
16,800
16,800
GOOG
Alphabet Inc2023-09-30New Buy
0%
●
116.87 ($130.02) 138.99
$136.40
4.91%
New holding
14,000
14,000
HD
The Home Depot Inc2023-09-30New Buy
0%
●
301.82 ($321.6) 333.84
$326.36
1.48%
New holding
5,692
5,692
MRK
Merck & Co Inc2023-09-30New Buy
0%
●
102.95 ($107.78) 114.33
$102.96
-4.47%
New holding
17,740
17,740
EMN
Eastman Chemical Co2023-09-30New Buy
0%
●
74.64 ($82.97) 88.59
$85.07
2.53%
New holding
25,000
25,000
PEP
PepsiCo Inc2023-09-30New Buy
0%
●
169.44 ($181.62) 191.6
$165.57
-8.84%
New holding
9,700
9,700
RTX
RTX Corp2023-09-30New Buy
0%
●
71.58 ($85.64) 98.39
$81.42
-4.93%
New holding
20,200
20,200
XLP
Consumer Staples Select Sector SPDR2023-09-30New Buy
0%
●
68.8 ($73.19) 76.1
$70.06
-4.28%
New holding
25,500
25,500
LOW
Lowe's Companies Inc2023-09-30New Buy
0%
●
206.96 ($224.96) 235.09
$206.98
-7.99%
New holding
8,983
8,983
TGT
Target Corp2023-09-30New Buy
0%
●
109.48 ($126.96) 136.47
$135.37
6.62%
New holding
15,200
15,200
WMT
Walmart Inc2023-09-30Add
0%
●
153.49 ($159.64) 165.25
$150.81
-5.53%
Add 0.31%
3,030,159
9,300
BRK.B
Berkshire Hathaway Inc2023-06-30Add
+4.42%
●
308.77 ($326.09) 341
$352.08
7.97%
Add 27.69%
25,142,853
5,453,008
BUD
Anheuser-Busch InBev SA/NV2023-06-30New Buy
+0.23%
●
53.4 ($60.58) 66.73
$62.88
3.80%
New holding
1,703,000
1,703,000
BRK.B
Berkshire Hathaway Inc2023-03-31Reduce
-4.32%
●
293.51 ($308.18) 320.37
$352.08
14.24%
Reduce -20.25%
19,689,845
-5,000,000
WEBR
Weber Inc2023-03-31Sold Out
-0.06%
●
8.08 ($8.15) 8.23
$8.12
-0.37%
Sold Out
0
-2,500,000
BRK.B
Berkshire Hathaway Inc2022-12-31Reduce
-3.93%
●
264 ($296.98) 318.6
$352.08
18.55%
Reduce -16.84%
24,689,845
-5,000,000
HRL
Hormel Foods Corp2022-12-31New Buy
+0.28%
●
44.54 ($46.56) 49.41
$31.50
-32.36%
New holding
2,195,290
2,195,290
DHR
Danaher Corp2022-12-31New Buy
+0.28%
●
241.42 ($261.48) 282.29
$217.34
-16.88%
New holding
373,000
373,000
ECL
Ecolab Inc2022-12-31Add
+0.14%
●
131.35 ($146.92) 157.77
$191.59
30.40%
Add 7.23%
5,218,044
351,617
MSFT
Microsoft Corp2022-09-30Add
+26.26%
●
232.9 ($264.05) 293.47
$372.68
41.14%
Add 4056.66%
39,264,670
38,320,050
CNI
Canadian National Railway Co2022-09-30Add
+14.15%
●
107.99 ($119.14) 128.76
$118.38
-0.64%
Add 433.41%
54,826,786
44,548,156
WM
Waste Management Inc2022-09-30Add
+7.83%
●
149.27 ($165.07) 175.29
$172.84
4.71%
Add 89.09%
35,234,344
16,600,672
BRK.B
Berkshire Hathaway Inc2022-09-30Reduce
-7.72%
●
264.32 ($284.56) 306.65
$352.08
23.73%
Reduce -14.41%
29,689,845
-5,000,000
DE
Deere & Co2022-09-30Add
+2.97%
●
289.14 ($342.56) 388.15
$361.74
5.60%
Add 335.47%
3,917,693
3,018,038
WCN
Waste Connections Inc2022-09-30New Buy
+0.85%
●
122.43 ($136.35) 148
$137.89
1.13%
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
$272.28
29.01%
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
$36.51
-1.72%
New holding
2,622,600
2,622,600
ECL
Ecolab Inc2022-09-30Add
+0.21%
●
144.03 ($162.23) 177.02
$191.59
18.10%
Add 11.45%
4,866,427
500,000
CPNG
Coupang Inc2022-09-30Add
+0.17%
●
14.25 ($17.29) 19.76
$15.53
-10.21%
Add 61.84%
9,248,045
3,533,760
BRK.B
Berkshire Hathaway Inc2022-06-30Add
+9.27%
●
267.52 ($314.34) 353.1
$352.08
12.01%
Add 20.93%
34,689,845
6,003,166
CNI
Canadian National Railway Co2022-06-30Reduce
-1.89%
●
107.76 ($117.14) 134.14
$118.38
1.06%
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
$169.87
4.50%
Add 112.98%
592,406
314,259
CVNA
Carvana Co2022-06-30New Buy
+0.07%
●
20.92 ($53.66) 132.96
$39.08
-27.18%
New holding
520,000
520,000
VRM
Vroom Inc2022-06-30New Buy
+0.02%
●
1.07 ($1.59) 2.83
$0.69
-56.79%
New holding
2,500,000
2,500,000
BRK.B
Berkshire Hathaway Inc2022-03-31Reduce
-6.51%
●
300.79 ($323.34) 359.57
$352.08
8.89%
Reduce -14.84%
28,686,679
-5,000,000
CCI
Crown Castle International Corp2022-03-31Reduce
-2.86%
●
159.93 ($177.85) 207.74
$115.08
-35.29%
Reduce -68.89%
1,420,072
-3,143,974
WMT
Walmart Inc2022-03-31Reduce
-2.46%
●
133.53 ($140.86) 149.87
$150.81
7.06%
Reduce -56.36%
3,020,859
-3,900,880
CAT
Caterpillar Inc2022-03-31Reduce
-2.10%
●
182.83 ($209.75) 229.87
$259.28
23.61%
Reduce -24.07%
7,353,614
-2,331,518
MSFT
Microsoft Corp2022-03-31Reduce
-1.46%
●
275.85 ($300.8) 334.75
$372.68
23.89%
Reduce -51.25%
944,620
-993,083
UPS
United Parcel Service Inc2022-03-31Reduce
-1.44%
●
194.83 ($212.34) 232.11
$156.55
-26.27%
Reduce -67.57%
740,689
-1,543,326
FDX
FedEx Corp2022-03-31Reduce
-1.08%
●
201.09 ($235.12) 264.91
$272.28
15.80%
Reduce -64.23%
534,362
-959,350
CP
Canadian Pacific Railway Ltd2022-03-31Sold Out
-0.78%
●
68.8 ($75.22) 83.58
$73.65
-2.09%
Sold Out
0
-2,478,545
TV
Grupo Televisa SAB2022-03-31Sold Out
-0.29%
●
9.19 ($10.37) 11.71
$3.20
-69.14%
Sold Out
0
-7,038,529
GOOG
Alphabet Inc2022-03-31Sold Out
-0.27%
●
126.46 ($135.95) 148.04
$136.40
0.33%
Sold Out
0
-21,491
GOOGL
Alphabet Inc2022-03-31Sold Out
-0.27%
●
125.95 ($135.83) 148
$134.87
-0.71%
Sold Out
0
-21,554
DE
Deere & Co2022-03-31Reduce
-0.20%
●
337.52 ($382.92) 436.45
$361.74
-5.53%
Reduce -12.96%
899,655
-133,943
BRK.B
Berkshire Hathaway Inc2021-12-31Reduce
-5.88%
●
273.64 ($286.71) 300.17
$352.08
22.80%
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
$372.68
14.63%
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
$73.65
0.68%
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
$3.20
-68.69%
Reduce -56.83%
7,038,529
-9,264,360
AFRM
Affirm Holdings Inc2021-12-31Sold Out
-0.02%
●
97.37 ($131.88) 168.52
$40.69
-69.14%
Sold Out
0
-35,229
100/Page
Total 98

Bill Gates News

  • 1

Discussions on Bill Gates

No discussions yet.