These are the top 10 holdings of Bill Gates' $42 billion stock portfolio (2024)
Matthew Fox
·2 min read
The Bill and Melinda Gates Foundation Trust has $42 billion in assets under management.
The portfolio is unique in that it owns concentrated positions in less heard of companies.
These are the top 10 stocks held by the Bill and Melinda Gates Foundation Trust as of December 31.
Microsoft co-founder Bill Gates has a $42 billion stock portfolio in what is the Bill and Melinda Gates Foundation Trust.
The trust's most recent 13F filing made with the SEC revealed its top investments, which are somewhat unique in that they're not your typical mega-cap tech companies.
Instead, the trust owns concentrated stock positions in less heard of companies, like Coca-Cola FEMSA, which is a Mexican bottler of popular soft drinks.
There is also an environmental theme that can be found within the portfolio, with top holdings including Ecolab, Waste Management, and John Deere.
These are the top 10 stocks held at the Bill and Melinda Gates Foundation at the end of the fourth quarter.
Almost 34% of the Gates Foundation Trust's portfolio is invested in Microsoft (MSFT 0.59%). The billionaire co-founded the technology company and served as its CEO for 25 years. He helped make Microsoft successful -- and Microsoft helped make him successful, as well.
Almost 34% of the Gates Foundation Trust's portfolio is invested in Microsoft (MSFT 0.59%). The billionaire co-founded the technology company and served as its CEO for 25 years. He helped make Microsoft successful -- and Microsoft helped make him successful, as well.
The first Costco Wholesale trade was made in Q3 2002. Since then Bill Gates bought shares ten more times and sold shares on four occasions. The investor sold all their shares in Q4 2012 and doesn't own any shares in Costco Wholesale anymore.
Gates Foundation and the Gates Learning Foundation, is an American private foundation founded by Bill Gates and Melinda French Gates. Based in Seattle, Washington, it was launched in 2000 and is reported to be the second largest charitable foundation in the world, holding $69 billion in assets as of 2020.
OpenAI is not publicly traded on NYSE or NASDAQ in the U.S. To buy OpenAI's stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started. Can you sell OpenAI's stock? Yes, you can sell stock of a private company like OpenAI.
Bullish on this entire logistics and supply chain market, regardless of the competitive differences, the Bill & Melinda Gates Foundation now owns through Cascade Investment 1.53 million shares of FedEx Corp. This is worth $392 million.
It might come as a surprise that legendary investor Warren Buffett doesn't own Costco Wholesale (COST 0.33%) shares. This is even more shocking when you realize his right-hand man, Charlie Munger, is a large shareholder.
Bill co-founded Microsoft Corporation in 1975 with Paul Allen and led the company to become the worldwide leader in business and personal software and services. In 2008, Bill transitioned to focus full-time on the foundation's work.
The trust's most recent 13F filing made with the SEC revealed its top investments, which are somewhat unique in that they're not your typical mega-cap tech companies. Instead, the trust owns concentrated stock positions in less heard of companies, like Coca-Cola FEMSA, which is a Mexican bottler of popular soft drinks.
With these latest payments, he has given the Gates Foundation nearly $39.3 billion, the Susan Thompson Buffett Foundation almost $4.2 billion, and more than $2.4 billion apiece to the Sherwood, Howard G.
In October of 2006, our trustees created a two-entity structure: The Bill & Melinda Gates Foundation (foundation) and the Bill & Melinda Gates Foundation Trust (trust). Both entities are tax-exempt private foundations that are structured as a charitable trust.
High-profile CEOs, founders, and heirs are selling stock by the bucketload in the companies that made them billionaires. For nearly the entire bunch, shares prices are trading near all-time-highs.
Microsoft Corp (MSFT. O) co-founder Bill Gates' investment vehicle Cascade Investment LLC has become the largest shareholder in farm machinery maker Deere & Co (DE. N), with a 5% stake, according to a regulatory filing.
1. Apple (40.1%) Apple (NASDAQ: AAPL) is, by far, the largest holding in Berkshire Hathaway's equity portfolio. Buffett accumulated shares almost every quarter from the start of 2016 through the third quarter of 2018, resulting in a position equivalent to over 1 billion shares of the stock today.
Look no further than iPhone maker Apple (NASDAQ: AAPL). The stock, which Buffett first bought in 2016, has grown to 44.2% of the portfolio. Nonetheless, Apple is a bonafide AI stock, and Buffett has only sold minimal shares despite sitting on tremendous unrealized gains today.
Largest shareholders include Vanguard Group Inc, BlackRock Inc., Voya Investment Management Llc, Morgan Stanley, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Susquehanna International Group, Llp, Susquehanna International Group, Llp, Coatue Management Llc, NAESX - Vanguard Small-Cap Index Fund ...
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