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	Bill Gates
	Bill & Melinda Gates Foundation Trust

	Last update 2021-11-15	22 Stocks (7 new)
	Value $23.19 Bil	Turnover 8 %
	Top Holdings: BRK.B(45.53%) WM(12.00%) CAT(8.02%) CNI(6.52%) WMT(4.16%) Guru Portfolio Report Download

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 Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2021-09-30 are displayed for Premium P Members Only
BRK.B	Berkshire Hathaway Inc	2021-09-30	Reduce	-5.82%	● 272.66 ($280.85) 291.28	$307.67	9.55%	Reduce -11.45%	38,686,679
MSFT	Microsoft Corp	2021-09-30	New Buy	+3.57%	● 271.6 ($290.9) 305.22	$299.84	3.07%	New holding	2,937,703
KSU	Kansas City Southern	2021-09-30	New Buy	+2.56%	● 261.05 ($278.75) 295.92	$293.59	5.32%	New holding	2,190,000
DE	Deere & Co	2021-09-30	New Buy	+1.49%	● 334.95 ($360.66) 389.34	$375.96	4.24%	New holding	1,033,598
UPS	United Parcel Service Inc	2021-09-30	Reduce	-0.45%	● 182.1 ($197.6) 214.26	$194.83	-1.40%	Reduce -18.48%	2,284,015
CAT	Caterpillar Inc	2021-09-30	Reduce	-0.43%	● 189.84 ($208.43) 221.66	$212.17	1.79%	Reduce -4.64%	9,685,132
CCI	Crown Castle International Corp	2021-09-30	Reduce	-0.43%	● 173.32 ($193.44) 203.28	$171.57	-11.31%	Reduce -10.27%	4,564,046
WMT	Walmart Inc	2021-09-30	Reduce	-0.40%	● 139.32 ($144.54) 151.45	$135.84	-6.02%	Reduce -8.93%	6,921,739
CNI	Canadian National Railway Co	2021-09-30	Reduce	-0.37%	● 101.48 ($110.76) 127.22	$118.89	7.34%	Reduce -6.05%	13,066,169
MSGS	Madison Square Garden Sports Corp	2021-09-30	New Buy	+0.22%	● 154.37 ($171.34) 193.21	$159.58	-6.86%	New holding	278,147
WEBR	Weber Inc	2021-09-30	New Buy	+0.19%	● 13.92 ($16.07) 19.55	$10.26	-36.15%	New holding	2,500,000
ONON	On Holding AG	2021-09-30	New Buy	+0.06%	● 30.13 ($35.13) 38.95	$24.22	-31.06%	New holding	500,000
TV	Grupo Televisa SAB	2021-09-30	Reduce	-0.03%	● 10.98 ($12.9) 14.47	$9.73	-24.57%	Reduce -3.41%	16,302,889
AFRM	Affirm Holdings Inc	2021-09-30	New Buy	+0.02%	● 55.86 ($79.94) 128.37	$51.01	-36.19%	New holding	35,229
BRK.B	Berkshire Hathaway Inc	2021-06-30	Add	+7.66%	● 255.47 ($278.9) 292.52	$307.67	10.32%	Add 17.74%	43,686,679
LBTYK	Liberty Global PLC	2021-06-30	Sold Out	-0.06%	● 25.07 ($26.92) 28.33	$25.45	-5.46%	Sold Out	0
LBTYA	Liberty Global PLC	2021-06-30	Sold Out	-0.05%	● 25.08 ($26.94) 28.42	$25.44	-5.57%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2021-03-31	Reduce	-5.19%	● 227.36 ($242.84) 263.99	$307.67	26.70%	Reduce -11.88%	37,104,399
WMT	Walmart Inc	2021-03-31	Reduce	-2.58%	● 127.53 ($139.05) 148.97	$135.84	-2.31%	Reduce -34.49%	7,600,706
FDX	FedEx Corp	2021-03-31	Reduce	-1.78%	● 235.34 ($257.69) 285.92	$241.93	-6.12%	Reduce -50.62%	1,493,712
CNI	Canadian National Railway Co	2021-03-31	Reduce	-1.51%	● 101.17 ($111) 118.12	$118.89	7.11%	Reduce -18.09%	13,907,283
CPNG	Coupang Inc	2021-03-31	New Buy	+1.35%	● 43.29 ($46.22) 50.45	$18.99	-58.91%	New holding	5,714,285
UPS	United Parcel Service Inc	2021-03-31	Reduce	-1.30%	● 155 ($161.78) 169.99	$194.83	20.43%	Reduce -38.09%	2,801,790
CAT	Caterpillar Inc	2021-03-31	Reduce	-0.90%	● 180.63 ($206.87) 233.63	$212.17	2.56%	Reduce -9.8%	10,156,756
AAPL	Apple Inc	2021-03-31	Sold Out	-0.60%	● 116.36 ($128.47) 143.16	$159.22	23.94%	Sold Out	0
AMZN	Amazon.com Inc	2021-03-31	Sold Out	-0.44%	● 2951.95 ($3171.97) 3380	$2,792.75	-11.96%	Sold Out	0
LBTYK	Liberty Global PLC	2021-03-31	Reduce	-0.34%	● 23.53 ($25) 26.56	$25.45	1.80%	Reduce -86.05%	507,517
LBTYA	Liberty Global PLC	2021-03-31	Reduce	-0.19%	● 23.76 ($25.28) 26.93	$25.44	0.63%	Reduce -82.03%	380,772
CCI	Crown Castle International Corp	2021-03-31	Reduce	-0.18%	● 146.77 ($160.26) 175.03	$171.57	7.06%	Reduce -4.62%	5,086,680
TWTR	Twitter Inc	2021-03-31	Sold Out	-0.07%	● 45.18 ($61.29) 77.63	$33.84	-44.79%	Sold Out	0
LILAK	Liberty Latin America Ltd	2021-03-31	Sold Out	-0.03%	● 9.89 ($12.03) 14.55	$10.30	-14.38%	Sold Out	0
LILA	Liberty Latin America Ltd	2021-03-31	Sold Out	-0.01%	● 10.09 ($12.11) 14.49	$10.54	-12.96%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2020-12-31	Reduce	-4.82%	● 200.7 ($220.33) 233.92	$307.67	39.64%	Reduce -10.61%	42,104,399
BABA	Alibaba Group Holding Ltd	2020-12-31	Sold Out	-0.74%	● 222 ($277.43) 317.14	$111.79	-59.71%	Sold Out	0
SDGR	Schrodinger Inc	2020-12-31	Add	+0.71%	● 48.06 ($63.05) 84.4	$25.49	-59.57%	Add 40.15%	6,981,664
AAPL	Apple Inc	2020-12-31	Reduce	-0.53%	● 108.77 ($120.34) 136.69	$159.22	32.31%	Reduce -50%	1,002,088
AMZN	Amazon.com Inc	2020-12-31	Reduce	-0.43%	● 3004.48 ($3191.09) 3443.63	$2,792.75	-12.48%	Reduce -50%	30,230
BXP	Boston Properties Inc	2020-12-31	Sold Out	-0.40%	● 71.15 ($89.43) 105.32	$110.47	23.53%	Sold Out	0
GOOG	Alphabet Inc	2020-12-31	Reduce	-0.14%	● 1453.44 ($1690.43) 1827.99	$2,582.42	52.77%	Reduce -50%	21,491
GOOGL	Alphabet Inc	2020-12-31	Reduce	-0.14%	● 1451.02 ($1685.58) 1824.97	$2,580.10	53.07%	Reduce -50%	21,554
CNI	Canadian National Railway Co	2020-12-31	Reduce	-0.07%	● 99.45 ($108.07) 112.04	$118.89	10.01%	Reduce -0.86%	16,979,268
LILAK	Liberty Latin America Ltd	2020-12-31	Reduce	-0.01%	● 8.75 ($10.9) 12.52	$10.30	-5.50%	Reduce -27.62%	676,979
LILA	Liberty Latin America Ltd	2020-12-31	Reduce	0%	● 8.81 ($10.95) 12.55	$10.54	-3.74%	Reduce -25.37%	276,443
UBER	Uber Technologies Inc	2020-12-31	Sold Out	0%	● 33.41 ($44.94) 54.86	$34.09	-24.14%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2020-09-30	Add	+6.94%	● 177.99 ($204.37) 221.68	$307.67	50.55%	Add 18.02%	47,104,399
SDGR	Schrodinger Inc	2020-09-30	Reduce	-1.03%	● 46.87 ($68.9) 93.46	$25.49	-63%	Reduce -28.65%	4,981,664
BXP	Boston Properties Inc	2020-09-30	New Buy	+0.40%	● 79 ($87.35) 93.18	$110.47	26.47%	New holding	1,099,310
ARCO	Arcos Dorados Holdings Inc	2020-09-30	Sold Out	-0.07%	● 3.99 ($4.49) 4.94	$6.10	35.86%	Sold Out	0
LILAK	Liberty Latin America Ltd	2020-09-30	Add	+0.01%	● 7.52 ($8.88) 9.95	$10.30	15.99%	Add 47.05%	935,282
UBER	Uber Technologies Inc	2020-09-30	New Buy	0%	● 29.42 ($32.98) 37.95	$34.09	3.37%	New holding	26,767
BRK.B	Berkshire Hathaway Inc	2020-06-30	Reduce	-5.27%	● 169.25 ($182.68) 201.56	$307.67	68.42%	Reduce -11.13%	39,912,525
BRK.B	Berkshire Hathaway Inc	2020-03-31	Reduce	-5.30%	● 162.13 ($213.25) 230.2	$307.67	44.28%	Reduce -10.02%	44,912,525
SDGR	Schrodinger Inc	2020-03-31	New Buy	+1.73%	● 26.6 ($37.48) 52.99	$25.49	-31.99%	New holding	6,981,665
AAPL	Apple Inc	2020-03-31	New Buy	+0.73%	● 56.09 ($73.75) 81.8	$159.22	115.89%	New holding	2,004,176
AMZN	Amazon.com Inc	2020-03-31	New Buy	+0.68%	● 1676.61 ($1936.38) 2170.22	$2,792.75	44.23%	New holding	60,460
BABA	Alibaba Group Holding Ltd	2020-03-31	New Buy	+0.62%	● 176.34 ($209.23) 230.48	$111.79	-46.57%	New holding	552,383
GOOGL	Alphabet Inc	2020-03-31	New Buy	+0.29%	● 1054.13 ($1359.46) 1524.87	$2,580.10	89.79%	New holding	43,107
GOOG	Alphabet Inc	2020-03-31	New Buy	+0.29%	● 1056.62 ($1361.82) 1526.69	$2,582.42	89.63%	New holding	42,981
TWTR	Twitter Inc	2020-03-31	New Buy	+0.04%	● 22 ($32.44) 39.05	$33.84	4.32%	New holding	272,420
BRK.B	Berkshire Hathaway Inc	2019-12-31	Reduce	-4.90%	● 203.1 ($217.51) 227.05	$307.67	41.45%	Reduce -9.11%	49,912,525
BYND	Beyond Meat Inc	2019-12-31	Sold Out	-0.07%	● 73.6 ($91.53) 145.72	$56.56	-38.21%	Sold Out	0
CNR	Cornerstone Building Brands Inc	2019-12-31	Sold Out	0%	● 5.72 ($7.07) 9.08	$14.36	103.11%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2019-09-30	Add	+7.68%	● 195.81 ($206.13) 215.25	$307.67	49.26%	Add 16.64%	54,912,525
BYND	Beyond Meat Inc	2019-09-30	New Buy	+0.07%	● 138.32 ($164.52) 234.9	$56.56	-65.62%	New holding	96,542
CNR	Cornerstone Building Brands Inc	2019-09-30	New Buy	0%	● 3.95 ($5.46) 6.32	$14.36	163%	New holding	13,731
BRK.B	Berkshire Hathaway Inc	2019-06-30	Reduce	-4.81%	● 197.42 ($206.89) 218.6	$307.67	48.71%	Reduce -9.6%	47,078,974
MSFT	Microsoft Corp	2019-06-30	Sold Out	-4.52%	● 119.02 ($126.89) 137.78	$299.84	136.30%	Sold Out	0
AN	AutoNation Inc	2019-06-30	Sold Out	-0.32%	● 35.82 ($39.76) 42.68	$104.62	163.13%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2019-03-31	Reduce	-4.66%	● 191.66 ($201.99) 209.19	$307.67	52.32%	Reduce -8.76%	52,078,974
MSFT	Microsoft Corp	2019-03-31	Reduce	-3.71%	● 97.4 ($108.95) 120.22	$299.84	175.21%	Reduce -50%	8,000,000
WBA	Walgreens Boots Alliance Inc	2019-03-31	Sold Out	-1.08%	● 59.79 ($68.44) 74.43	$50	-26.94%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2018-12-31	Reduce	-4.15%	● 187.76 ($208.51) 223.76	$307.67	47.56%	Reduce -8.05%	57,078,974
MSFT	Microsoft Corp	2018-12-31	Reduce	-3.54%	● 94.13 ($106.75) 115.17	$299.84	180.88%	Reduce -33.33%	16,000,000
BRK.B	Berkshire Hathaway Inc	2018-09-30	Add	+7.06%	● 186.02 ($205.18) 221.68	$307.67	49.95%	Add 15.88%	62,078,974
MSFT	Microsoft Corp	2018-09-30	Reduce	-3.57%	● 99.05 ($108.32) 114.67	$299.84	176.81%	Reduce -25.00%	24,000,000
BRK.B	Berkshire Hathaway Inc	2018-06-30	Reduce	-4.08%	● 184.91 ($194.98) 201.2	$307.67	57.80%	Reduce -8.54%	53,569,972
MSFT	Microsoft Corp	2018-06-30	Reduce	-2.99%	● 88.52 ($96.89) 102.49	$299.84	209.46%	Reduce -20.00%	32,000,000
BRK.B	Berkshire Hathaway Inc	2018-03-31	Reduce	-3.74%	● 191.42 ($205.28) 217.25	$307.67	49.88%	Reduce -7.87%	58,569,972
MSFT	Microsoft Corp	2018-03-31	Reduce	-2.59%	● 85.01 ($91.45) 96.77	$299.84	227.87%	Reduce -16.67%	40,000,000
BRK.B	Berkshire Hathaway Inc	2017-12-31	Reduce	-3.56%	● 181.06 ($189.83) 199.56	$307.67	62.08%	Reduce -7.29%	63,569,972
MSFT	Microsoft Corp	2017-12-31	Reduce	-2.31%	● 74.26 ($82) 86.85	$299.84	265.66%	Reduce -14.29%	48,000,000
BRK.B	Berkshire Hathaway Inc	2017-09-30	Add	+6.56%	● 169.24 ($176.71) 183.82	$307.67	74.11%	Add 15.53%	68,569,972
MSFT	Microsoft Corp	2017-09-30	Reduce	-2.39%	● 68.17 ($72.96) 75.44	$299.84	310.96%	Reduce -12.50%	56,000,000
MSFT	Microsoft Corp	2017-06-30	New Buy	+19.10%	● 64.95 ($68.6) 72.52	$299.84	337.08%	New holding	64,000,000
BRK.B	Berkshire Hathaway Inc	2017-06-30	Reduce	-4.42%	● 161.26 ($166.27) 171.55	$307.67	85.04%	Reduce -7.77%	59,349,971
BRK.B	Berkshire Hathaway Inc	2017-03-31	Reduce	-4.28%	● 158.81 ($167.31) 177.28	$307.67	83.89%	Reduce -7.21%	64,349,971
BRK.B	Berkshire Hathaway Inc	2016-12-31	Reduce	-3.91%	● 142.95 ($153.96) 166.62	$307.67	99.84%	Reduce -6.72%	69,349,971
BRK.B	Berkshire Hathaway Inc	2016-09-30	Add	+7.80%	● 141.91 ($146.25) 150.72	$307.67	110.37%	Add 15.48%	74,349,971
BRK.B	Berkshire Hathaway Inc	2016-06-30	Reduce	-4.13%	● 138.5 ($142.94) 147.6	$307.67	115.24%	Reduce -7.21%	64,381,548
LILAK	Liberty Latin America Ltd	2016-06-30	Add	+0.09%	● 32.07 ($38.75) 42.98	$10.30	-73.42%	Add 249.54%	636,044
LBTYK	Liberty Global PLC	2016-06-30	Reduce	-0.09%	● 26.71 ($32.21) 34.25	$25.45	-20.99%	Reduce -11.09%	3,639,349
LBTYA	Liberty Global PLC	2016-06-30	Reduce	-0.05%	● 26.99 ($33.03) 35.13	$25.44	-22.98%	Reduce -11.09%	2,119,515
LILA	Liberty Latin America Ltd	2016-06-30	Add	+0.05%	● 32.06 ($36.83) 41.17	$10.54	-71.38%	Add 249.54%	370,424
BRK.B	Berkshire Hathaway Inc	2016-03-31	Reduce	-3.96%	● 124.13 ($132.4) 142.46	$307.67	132.38%	Reduce -6.72%	69,381,548
BP	BP PLC	2015-12-31	Sold Out	-1.09%	● 30.13 ($33.84) 37.23	$31.53	-6.83%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2015-12-31	Reduce	-3.78%	● 129.53 ($134.28) 138.4	$307.67	129.13%	Reduce -6.30%	74,381,548
BP	BP PLC	2015-09-30	Reduce	-0.32%	● 29.38 ($34.83) 41.29	$31.53	-9.47%	Reduce -18.31%	6,134,939
BRK.B	Berkshire Hathaway Inc	2015-09-30	Add	+8.14%	● 127.74 ($137) 144.51	$307.67	124.58%	Add 15.67%	79,381,548
BP	BP PLC	2015-06-30	Add	+0.02%	● 39.11 ($41.79) 43.6	$31.53	-24.55%	Add 1.41%	7,509,796
BRK.B	Berkshire Hathaway Inc	2015-06-30	Reduce	-3.87%	● 136.11 ($142.66) 148.31	$307.67	115.67%	Reduce -6.79%	68,625,314

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