Bill Gates Current Portfolio, 13F Holdings (2024-08-14)

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	Bill Gates 13F
	Bill & Melinda Gates Foundation Trust

	Last update 2024-08-14	23 Stocks (0 new)
	Value $47.67 Bil	Turnover 6 %
	Countries: Top Holdings: MSFT(32.71%)BRK.B(21.01%)WM(15.77%)CNI(13.59%)CAT(5.14%) SEC Filings Portfolio Report

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.

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