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Bill Gates

Bill & Melinda Gates Foundation Trust

Bill & Melinda Gates Foundation Trust Portfolio 13F

Bill Gates Holdings Activity

Portfolio value:
$41.81B≈ (-$209M≈)
Previous value:
$42.02B≈
# of changes:
2
New positions:
1
Reported for:
31 Mar 2025 (Q1)
Latest filing date:
15 May 2025
Bill & Melinda Gates Foundation Trust has disclosed a total of 2 changes to the portfolio in the (2025 Q1) SEC report(s): bought 1 totally new and decreased the number of shares of 1 position(s).

What stocks did Bill Gates buy in 2025 Q1?

During 2025 Q1 Bill Gates has bought (WST) West Pharmaceutical Services Inc (new buy).

What did Bill Gates invest in during 2025 Q1?

Bill Gates's top 5 holdings (by % of portfolio) were (MSFT) Microsoft Corp (25.55%), (BRK-B) Berkshire Hathaway Inc (21.88%), (WM) Waste Management Inc (17.85%), (CNI) Canadian National Railway Company (12.78%) and (CAT) Caterpillar Inc (5.80%).
In the 2025 Q1 report(s) the following change has been made to the top investments: (BRK-B) Berkshire Hathaway Inc (reduced shares -12.63%).
* 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.