Bill Gates Portfolio Holdings

Bill & Melinda Gates Foundation Trust

  • $45.8 Billion
  • Q1 2024

Bill & Melinda Gates Foundation Trust, under direction of Bill Gates has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $45.8 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.4B, Waste Management Inc with a value of $7.51B, Berkshire Hathaway Inc Class B with a value of $7.28B, Canadian National Railway CO with a value of $7.22B, and Caterpillar Inc with a value of $2.69B.

Examining the 13F form we can see an increase of $3.57B in the current position value, from $42.3B to 45.8B.

Bill & Melinda Gates Foundation Trust is based out at Kirkland, WA

Below you can find more details about Bill Gates portfolio as well as his latest detailed transactions.

Portfolio value $45.8 Billion
Industrials: $19.8 Billion
Technology: $15.4 Billion
Financial Services: $7.28 Billion
Consumer Defensive: $1.43 Billion
Basic Materials: $1.2 Billion
Healthcare: $282 Million
Consumer Cyclical: $228 Million
Real Estate: $150 Million
Other: $109 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15T
$15.4 Billion 33.49% of portfolio
36,499,597
Q1 2024 Reduced 4.48%
$85.8B
$7.51 Billion 16.38% of portfolio
35,234,344
Q3 2022 Added 89.09%
$537B
$7.28 Billion 15.87% of portfolio
17,303,097
Q1 2024 Reduced 13.12%
$85B
$7.22 Billion 15.75% of portfolio
54,826,786
Q3 2022 Added 433.41%
$190B
$2.69 Billion 5.88% of portfolio
7,353,614
Q1 2022 Reduced 24.07%
$125B
$1.46 Billion 3.19% of portfolio
3,557,378
Q4 2023 Reduced 9.2%
$66.4B
$1.2 Billion 2.63% of portfolio
5,218,044
Q4 2022 Added 7.23%
$21.1B
$604 Million 1.32% of portfolio
6,214,719
Q3 2017 New
$162B
$547 Million 1.19% of portfolio
9,090,477
Q1 2024 Added 200.0%
$67.5B
$445 Million 0.97% of portfolio
1,534,362
Q3 2022 Added 187.14%
$42.6B
$370 Million 0.81% of portfolio
2,149,175
Q3 2022 New
$1.45B
$189 Million 0.41% of portfolio
6,981,664
Q4 2020 Added 40.15%
$35.8B
$165 Million 0.36% of portfolio
9,248,045
Q3 2022 Added 61.84%
$44.8B
$150 Million 0.33% of portfolio
1,420,072
Q1 2022 Reduced 68.89%
$108B
$112 Million 0.24% of portfolio
755,089
Q3 2023 Added 1.94%
$3.73B
$109 Million 0.24% of portfolio
592,406
Q2 2022 Added 112.98%
$43.9B
$96.8 Million 0.21% of portfolio
2,622,600
Q3 2022 New
$192B
$93.1 Million 0.2% of portfolio
373,000
Q4 2022 New
$19.4B
$76.6 Million 0.17% of portfolio
2,195,290
Q4 2022 New
$10.2B
$45.7 Million 0.1% of portfolio
520,000
Q2 2022 New
$10.2B
$17.7 Million 0.04% of portfolio
500,000
Q3 2021 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q4 2023 New
Vroom Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
Bill Gates

Bill Gates

Bill Gates is the co-founder and former CEO of Microsoft, one of the world's largest technology companies. In addition to his successful career in technology, Gates is also known for his philanthropic work through the Bill & Melinda Gates Foundation. He is a successful investor and has made a number of successful investments over the course of his career.
Track Bill Gates's portfolio

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $45.8 Billion
  • Prior Value $42.3 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track Bill Gates's Portfolio

Track Bill Gates Portfolio

Follow Bill Gates (Bill & Melinda Gates Foundation Trust) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bill & Melinda Gates Foundation Trust, based on Form 13F filings with the SEC.

News

Stay updated on Bill & Melinda Gates Foundation Trust and Bill Gates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email