🚀 Enjoy a 7-Day Free Trial Thru Apr 01, 2024! ✨
Buffett Indicator U.S. Treasury Yield Curve
U.S. Inflation Rate Presidential Cycle and Stock MarketShiller P/E Shiller P/E by Sectors
GF Value for S&P 500 Index Fed Net Liquidity Latest IPOsTools
Guru Portfolio Download Insider Data Download Excel Add-In Google Sheets Add-On API
Manual of StocksDCF Calculator WACC Calculator Interactive Chart Maps Fund Letters Archive Stock Comparison Table Mobile App Discussion Board GuruGPT Financial Calendar Embed Widgets Stock Market Holidays
Support
Chat Support Create a ticket Book Demo User Engagement Meeting 469-248-6885
Status Ask the community in DiscordGURUFOCUS.COM Guru List Institutional Investment Manager (13F) Bill Gates Current Portfolio
 | |
| 13F | |
| Bill & Melinda Gates Foundation Trust | |
| Last update 2024-02-14 | 24 Stocks (0 new) |
| Value $42.28 Bil | Turnover 0 % |
Countries: Top Holdings: MSFT(33.98%)BRK.B(16.80%)CNI(16.29%)WM(14.92%)CAT(5.14%) | |
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 Current Holdings
Add To Portfolio
| Ticker | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CNI | Canadian National Railway Co | 54,826,786 | 6,887,889.13 | 0% | 16.29 | 0% | 8.56 | +6.01% | +5.44% | 84,824.08 | Transportation | ||
| WM | Waste Management Inc | 35,234,344 | 6,310,471.01 | 0% | 14.92 | 0% | 8.75 | +20.11% | +18.67% | 85,050.44 | Waste Management | ||
| CAT | Caterpillar Inc | 7,353,614 | 2,174,243.05 | 0% | 5.14 | 0% | 1.44 | +23.90% | +21.68% | 178,831.99 | Farm & Heavy Construction Machinery | ||
| ECL | Ecolab Inc | 5,218,044 | 1,034,999.03 | 0% | 2.45 | 0% | 1.83 | +16.31% | +15.88% | 65,551.06 | Chemicals | ||
| KOF | Coca-Cola Femsa SAB de CV | 6,214,719 | 588,161.01 | 0% | 1.39 | 0% | 2.96 | +1.45% | +2.00% | 20,279.02 | Beverages - Non-Alcoholic | ||
| WMT | Walmart Inc | 9,090,477 | 477,704.57 | 0% | 1.13 | 0% | 0.11 | +16.97% | +16.23% | 490,493.42 | Retail - Defensive | ||
| FDX | FedEx Corp | 1,534,362 | 388,147.56 | 0% | 0.92 | 0% | 0.61 | +15.21% | +12.96% | 69,965.68 | Transportation | ||
| WCN | Waste Connections Inc | 2,149,175 | 320,807.35 | 0% | 0.76 | 0% | 0.83 | +16.18% | +14.67% | 44,032.34 | Waste Management | ||
| SDGR | Schrodinger Inc | 6,981,664 | 249,943.57 | 0% | 0.59 | 0% | 9.69 | -25.76% | -25.22% | 1,935.76 | Healthcare Providers & Services | ||
| CCI | Crown Castle Inc | 1,420,072 | 163,578.09 | 0% | 0.39 | 0% | 0.33 | -9.19% | -9.47% | 44,668.65 | REITs | ||
| CPNG | Coupang Inc | 9,248,045 | 149,725.85 | 0% | 0.35 | 0% | 0.52 | +8.39% | +8.52% | 31,508.59 | Retail - Cyclical | ||
| UPS | United Parcel Service Inc | 755,089 | 118,722.64 | 0% | 0.28 | 0% | 0.09 | -0.14% | +0.50% | 133,319.64 | Transportation | ||
| BUD | Anheuser-Busch InBev SA/NV | 1,703,000 | 110,047.86 | 0% | 0.26 | 0% | 0.09 | -7.75% | -7.92% | 118,092.82 | Beverages - Alcoholic | ||
| MSGS | Madison Square Garden Sports Corp | 592,406 | 107,717.18 | 0% | 0.25 | 0% | 2.47 | +1.87% | +0.24% | 4,364.62 | Media - Diversified | ||
| KHC | The Kraft Heinz Co | 2,622,600 | 96,983.75 | 0% | 0.23 | 0% | 0.21 | -0.25% | -1.92% | 43,501.76 | Consumer Packaged Goods | ||
| DHR | Danaher Corp | 373,000 | 86,289.82 | 0% | 0.20 | 0% | 0.05 | +10.72% | +10.14% | 188,476.00 | Medical Diagnostics & Research | ||
| HRL | Hormel Foods Corp | 2,195,290 | 70,490.76 | 0% | 0.17 | 0% | 0.40 | +9.22% | +8.03% | 18,829.50 | Consumer Packaged Goods | ||
| CVNA | Carvana Co | 520,000 | 27,528.80 | 0% | 0.07 | 0% | 0.46 | +57.00% | +62.33% | 9,993.08 | Vehicles & Parts | ||
| ONON | On Holding AG | 500,000 | 13,485.00 | 0% | 0.03 | 0% | 0.16 | +23.83% | +28.70% | 11,064.13 | Manufacturing - Apparel & Accessories | ||
| VLTO | Veralto Corp | 124,333 | 10,227.63 | 0% | 0.02 | 0% | 0.05 | +9.70% | +8.75% | 22,055.64 | Industrial Products |
100/Page
Total 75
- 1
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Follow Us
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circ*mstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.
