Bill Gates
Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust Portfolio 13F
Bill Gates Holdings Activity
- Portfolio value:
- $42.28B≈ (+$3B≈)
- Previous value:
- $38.91B≈
- # of changes:
- 55
- New positions:
- 1
- Reported for:
- 31 Dec 2023 (Q4)
- Latest filing date:
- 14 Feb 2024
Bill & Melinda Gates Foundation Trust has disclosed a total of 55 changes to the portfolio in the (2023 Q4) SEC report(s): bought 1 totally new, decreased the number of shares of 3 and completely sold out 51 position(s).
What stocks did Bill Gates buy in 2023 Q4?
During 2023 Q4 Bill Gates has bought (VLTO) Veralto Corp (new buy).
55 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Veralto Corp
|
new
|
+124,333
|
124,333
|
+0.02%
|
$82.26
|
+17.64%($96.77)
|
0.02%
|
2023 Q4
|
≈ 0.25 years
|
|
|
|
Microsoft Corp
|
-2.74%
|
-1,075,301
|
38,210,869
|
-1.04%
|
$376.04
|
+29.88%($488.40)
|
33.98%
|
2021 Q3
|
≈ 2.50 years
|
|
|
|
Deere & Company
|
-9.20%
|
-360,315
|
3,557,378
|
-0.37%
|
$399.87
|
+53.37%($613.28)
|
3.36%
|
2021 Q3
|
≈ 2.50 years
|
|
|
|
Berkshire Hathaway Inc
|
-11.60%
|
-2,613,252
|
19,916,349
|
-2.4%
|
$356.66
|
+44.71%($516.12)
|
16.80%
|
2013 Q2 or earlier
|
≈ 10.75+ years
|
|
|
|
RTX Corp
|
-100%
|
-20,200
|
0
|
-0%
|
$71.97
|
+207.28%($221.15)
|
0.00%
|
2023 Q3
|
≈ 0.25 years
|
|
|
|
UnitedHealth Group Incorporated
|
-100%
|
-5,665
|
0
|
-0.01%
|
$504.19
|
-17.52%($415.84)
|
0.00%
|
2023 Q3
|
≈ 0.25 years
|
|
|
|
Meta Platforms Inc
|
-100%
|
-27,035
|
0
|
-0.02%
|
$300.21
|
+94.33%($583.41)
|
0.00%
|
2023 Q3
|
≈ 0.25 years
|
|
|
|
Norfolk Southern Corp
|
-100%
|
-11,700
|
0
|
-0.01%
|
$196.93
|
+72.99%($340.67)
|
0.00%
|
2023 Q3
|
≈ 0.25 years
|
|
|
|
Adobe Systems Incorporated
|
-100%
|
-5,485
|
0
|
-0.01%
|
$509.90
|
-49.36%($258.23)
|
0.00%
|
2023 Q3
|
≈ 0.25 years
|
|
|
|
Walt Disney Company
|
-100%
|
-16,800
|
0
|
-0%
|
$81.05
|
+25.62%($101.81)
|
0.00%
|
2023 Q3
|
≈ 0.25 years
|
|
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.