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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 & Melinda Gates Foundation Trust has disclosed 22 total holdings in their latest 13F filing with the SEC for the portfolio date of 2021-09-30. The current portfolio value is calculated to be $23.19 Bil. The turnover rate is 8%.
In Bill Gates's current portfolio as of 2021-09-30, the top 5 holdings are not including call and put options. Bill Gates did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Bill Gates, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Bill Gates, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Bill Gates.
Bill Gates's Portfolio
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