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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 2023-11-14 | 75 Stocks (51 new) |
| Value $38.91 Bil | Turnover 0 % |
Countries: Top Holdings: MSFT(31.88%) BRK.B(20.28%) CNI(15.26%) WM(13.80%) CAT(5.16%) | |
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
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| Ticker | Company | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | Hardware | 3,072,757.21 | 52,815 | 9,042.46 | New Holding | 0.02 | +0.02% | +13.04% | +52.91% | ||
| IYW | iShares U.S. Technology ETF | 13,965.60 | 57,600 | 6,043.39 | New Holding | 0.02 | +0.02% | 0.05 | +12.41% | +63.03% | ||
| META | Meta Platforms Inc | Interactive Media | 857,974.37 | 27,035 | 8,116.18 | New Holding | 0.02 | +0.02% | +11.17% | +177.43% | ||
| ELV | Elevance Health Inc | Healthcare Plans | 110,068.96 | 8,500 | 3,701.07 | New Holding | 0.01 | +0.01% | +6.33% | -7.50% | ||
| AMZN | Amazon.com Inc | Retail - Cyclical | 1,545,970.98 | 44,000 | 5,593.28 | New Holding | 0.01 | +0.01% | +6.56% | +78.10% | ||
| AMAT | Applied Materials Inc | Semiconductors | 135,426.46 | 22,800 | 3,156.66 | New Holding | 0.01 | +0.01% | +17.35% | +67.79% | ||
| XOM | Exxon Mobil Corp | Oil & Gas | 403,274.54 | 17,000 | 1,998.86 | New Holding | 0.01 | +0.01% | -12.75% | -5.40% | ||
| GOOGL | Alphabet Inc | Interactive Media | 1,666,177.32 | 38,400 | 5,025.02 | New Holding | 0.01 | +0.01% | -3.55% | +50.20% | ||
| KBWB | Invesco KBW Bank ETF | 1,554.62 | 50,270 | 2,014.32 | New Holding | 0.01 | +0.01% | 0.16 | +16.48% | -4.30% | ||
| JPM | JPMorgan Chase & Co | Banks | 477,681.31 | 29,600 | 4,292.59 | New Holding | 0.01 | +0.01% | +11.85% | +26.89% | ||
| CVS | CVS Health Corp | Healthcare Plans | 95,783.71 | 32,500 | 2,269.15 | New Holding | 0.01 | +0.01% | +5.92% | -17.55% | ||
| LMT | Lockheed Martin Corp | Aerospace & Defense | 109,612.49 | 5,900 | 2,412.86 | New Holding | 0.01 | +0.01% | +4.93% | -6.72% | ||
| NSC | Norfolk Southern Corp | Transportation | 52,524.69 | 11,700 | 2,304.08 | New Holding | 0.01 | +0.01% | 0.01 | +14.65% | -3.34% | |
| PFE | Pfizer Inc | Drug Manufacturers | 150,363.99 | 68,000 | 2,255.56 | New Holding | 0.01 | +0.01% | -20.78% | -45.67% | ||
| AMGN | Amgen Inc | Drug Manufacturers | 147,414.79 | 11,050 | 2,969.80 | New Holding | 0.01 | +0.01% | +6.48% | +8.51% | ||
| JNJ | Johnson & Johnson | Drug Manufacturers | 373,513.35 | 14,945 | 2,327.68 | New Holding | 0.01 | +0.01% | -3.13% | -9.50% | ||
| MS | Morgan Stanley | Capital Markets | 150,311.31 | 27,880 | 2,276.96 | New Holding | 0.01 | +0.01% | +4.85% | +11.89% | ||
| AVGO | Broadcom Inc | Semiconductors | 528,778.82 | 6,500 | 5,398.77 | New Holding | 0.01 | +0.01% | +33.35% | +105.67% | ||
| ADBE | Adobe Inc | Software | 266,177.49 | 5,485 | 2,796.80 | New Holding | 0.01 | +0.01% | +10.54% | +73.72% | ||
| CVX | Chevron Corp | Oil & Gas | 281,935.26 | 21,500 | 3,625.33 | New Holding | 0.01 | +0.01% | -9.36% | -13.52% |
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