Bill Gates Portfolio Holdings

Bill & Melinda Gates Foundation Trust

  • $42 Billion
  • Q4 2024

Bill & Melinda Gates Foundation Trust, under direction of Bill Gates has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $42 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 $12B, Berkshire Hathaway Inc Class B with a value of $8.91B, Waste Management Inc with a value of $6.5B, Canadian National Railway CO with a value of $5.57B, and Caterpillar Inc with a value of $2.67B.

Examining the 13F form we can see an decrease of $3.07B in the current position value, from $45.1B to 42B.

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 $42 Billion
Industrials: $17.5 Billion
Technology: $12 Billion
Financial Services: $8.91 Billion
Consumer Defensive: $1.54 Billion
Basic Materials: $1.22 Billion
Consumer Cyclical: $328 Million
Healthcare: $220 Million
Communication Services: $134 Million
Other: $129 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.5B
$6.5 Billion 15.49% of portfolio
32,234,344
Q3 2024 Reduced 8.51%
$68.9B
$5.57 Billion 13.25% of portfolio
54,826,786
Q3 2022 Added 433.41%
$187B
$2.67 Billion 6.35% of portfolio
7,353,614
Q1 2022 Reduced 24.07%
$145B
$1.51 Billion 3.59% of portfolio
3,557,378
Q4 2023 Reduced 9.2%
$75.4B
$1.22 Billion 2.91% of portfolio
5,218,044
Q4 2022 Added 7.23%
$69.7B
$713 Million 1.7% of portfolio
2,534,362
Q3 2024 Added 65.17%
$17.6B
$484 Million 1.15% of portfolio
6,214,719
Q3 2017 New
$48.6B
$369 Million 0.88% of portfolio
2,149,175
Q3 2022 New
$40.3B
$203 Million 0.48% of portfolio
9,248,045
Q3 2022 Added 61.84%
$38.1B
$129 Million 0.31% of portfolio
1,420,072
Q1 2022 Reduced 68.89%
$36.8B
$104 Million 0.25% of portfolio
1,000,000
Q3 2024 New
$84.8B
$95.2 Million 0.23% of portfolio
755,089
Q3 2023 Added 1.94%
$107B
$85.3 Million 0.2% of portfolio
1,703,000
Q2 2023 New
$150B
$85.6 Million 0.2% of portfolio
373,000
Q4 2022 New
$35.4B
$80.5 Million 0.19% of portfolio
2,622,600
Q3 2022 New
$15.5B
$68.9 Million 0.16% of portfolio
2,195,290
Q4 2022 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.
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Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $42 Billion
  • Prior Value $45.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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