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Bill Gates

Bill & Melinda Gates Foundation Trust

Bill Gates Schrodinger Inc stake

total: 105

Bill & Melinda Gates Foundation Trust SDGR trades

Total transactions:
4
New positions:
1
Added:
1
Reduced:
2
Held since:
2020 Q1
Held for:
26 quarters
Latest activity:
2020 Q4
According to 2026 Q2 report, Bill Gates holds 6,981,664 Schrodinger Inc (SDGR) shares with a market value of roughly $113.45M accounting for 0.33% of the overall portfolio. To date, the estimated cost basis is nearly $51.15 for "buy" trades and estimated average "sell" price is $47.51. Bill & Melinda Gates Foundation Trust first purchased SDGR in 2020 Q1, initially acquiring about 6.98M shares. Since the initial investment in Schrodinger Inc (SDGR), Bill & Melinda Gates Foundation Trust has made 3 more transactions.

How many SDGR shares does Bill Gates currently hold?

According to 2026 Q2 report, Bill Gates holds 6,981,664 shares of Schrodinger Inc (SDGR), valued at around $113.45M.

When did Bill Gates buy Schrodinger Inc (SDGR)?

Bill Gates first invested in Schrodinger Inc (SDGR) in 2020 Q1 at the reported quarter-end price of $43.12 per share.

What's the cost basis of Bill & Melinda Gates Foundation Trust's SDGR stake?

The estimated cost basis for Schrodinger Inc (SDGR) stake is around $51.15 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$51.15
Weighted AVG sell price:
$47.51

Bill Gates's historical trades in Schrodinger Inc

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q4
2.47%
$79.18
+40.15% (+2,000,000)
2020 Q3
1.07%
$47.51
-28.65% (-2,000,000)
2020 Q2
3.58%
$91.57
-0.00% (-1)
2020 Q1
1.73%
$43.12
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.