Bill Gates profile
Bill Gates profile

Bill Gates

Bill & Melinda Gates Foundation Trust Holdings Strategy: Long Term Investor

Books that Inspired Gates:

How Not to Be Wrong - Jordan Ellenberg Seveneves - Neal Stephenson Shoe Dog - Phil Knight

The Bill & Melinda Gates Foundation focuses on improving health and alleviating extreme poverty. The trust holds the investment assets and transfers proceeds to the foundation to achieve the charitable goals. Bill Gates's investment portfolio is a stellar example of diversification and strategic picks, featuring selections that resonate with both new and seasoned investors seeking guidance from one of the world's most successful entrepreneurs. At the pinnacle of his investments, Microsoft Corporation holds a dominant 34.6%, showcasing Gates's unwavering confidence in the tech giant he co-founded. Following closely, Berkshire Hathaway Inc., with its Ordinary Shares - Class B, represents 17.7% of his portfolio, reflecting Gates's trust in Warren Buffett's expertise.Waste Management, Inc., an essential services provider, secures a significant spot at 15.8%, indicating Gates's commitment to sustainable investments. Canadian National Railway Co., making up 15.6% of the portfolio, highlights the importance of efficient transportation infrastructures as pivotal assets in today’s economy. Lastly, Caterpillar Inc., occupying 5.4%, demonstrates Gates's belief in heavy equipment and construction sectors as fundamental components of global development.This overview not only exemplifies Bill Gates’s investment strategy but also serves as a roadmap for individuals aiming to emulate the market approach of a globally recognized investor. His preference for stable companies with long-term growth potential across various sectors—including technology, finance, environmental solutions, transportation, and construction—underscores a balanced approach to stock selection, offering valuable insights into building a resilient and dynamic investment portfolio.

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Bill Gates Portfolio 2023

Performance

1 Year

+32.49%

3 Years

+44.81%

5 Years

+88.33%

10 years

+183.34%


Sectors

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Largest Holdings

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Trades

  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 34.3%
  • (Buy) $266.00 +53.8% $409.14 (Now)
  • Waste Management, Inc. Waste Management, Inc. (WM)
  • Sector: Facilities Support Services
  • % of Portfolio: 16.0%
  • (Buy) $86.25 +140.3% $207.26 (Now)
  • Caterpillar Inc. Caterpillar Inc. (CAT)
  • Sector: Heavy Duty Truck Manufacturing
  • % of Portfolio: 5.5%
  • (Buy) $59.71 +469.8% $340.22 (Now)
  • Deere & Co. Deere & Co. (DE)
  • Sector: Farm Machinery and Equipment Manufacturing
  • % of Portfolio: 2.9%
  • (Buy) $347.09 +8.1% $375.32 (Now)
  • Ecolab, Inc. Ecolab, Inc. (ECL)
  • Sector: Polish and Other Sanitation Good Manufacturing
  • % of Portfolio: 2.6%
  • (Buy) $65.51 +242.8% $224.57 (Now)
  • Fedex Corp Fedex Corp (FDX)
  • Sector: Couriers and Express Delivery Services
  • % of Portfolio: 0.8%
  • (Buy) $118.46 +111.3% $250.24 (Now)
  • Waste Connections Inc Waste Connections Inc (WCN)
  • Sector: Facilities Support Services
  • % of Portfolio: 0.8%
  • (Buy) $136.35 +23.3% $168.10 (Now)
  • Schrodinger Inc Schrodinger Inc (SDGR)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 0.4%
  • (Buy) $48.11 -44.3% $26.80 (Now)
  • Walmart Inc Walmart Inc (WMT)
  • Sector: All Other General Merchandise Stores
  • % of Portfolio: 0.4%
  • (Buy) $53.94 +11.9% $60.36 (Now)
  • Crown Castle Inc Crown Castle Inc (CCI)
  • Sector: Other Financial Vehicles
  • % of Portfolio: 0.3%
  • (Buy) $78.02 +43.0% $111.61 (Now)
  • Danaher Corp. Danaher Corp. (DHR)
  • Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
  • % of Portfolio: 0.2%
  • (Buy) $261.48 -2.8% $254.12 (Now)
  • Kraft Heinz Co Kraft Heinz Co (KHC)
  • Sector: Fruit and Vegetable Canning
  • % of Portfolio: 0.2%
  • (Buy) $37.15 -7.1% $34.50 (Now)
  • Hormel Foods Corp. Hormel Foods Corp. (HRL)
  • Sector: Animal (except Poultry) Slaughtering
  • % of Portfolio: 0.2%
  • (Buy) $46.56 -27.0% $33.97 (Now)
  • Vroom Inc. Vroom Inc. (VRM)
  • Sector: New Car Dealers
  • % of Portfolio: 0.0%
  • (Buy) $1.57 +712.1% $12.74 (Now)
  • Martin Marietta Materials, Inc. Martin Marietta Materials, Inc. (MLM)
  • Sector: Crushed and Broken Limestone Mining and Quarrying
  • % of Portfolio: Sold
  • (Buy) $109.31 +459.8% $611.91 (Now)
  • Abbott Laboratories Abbott Laboratories (ABT)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: Sold
  • (Buy) $12.38 +876.5% $120.92 (Now)
  • Incyte Corp. Incyte Corp. (INCY)
  • Sector: Research and Development in the Physical, Engineering, and Life Sciences (except Biotechnology)
  • % of Portfolio: Sold
  • (Buy) $2.94 +1905.7% $59.03 (Now)
  • Baxter International Inc. Baxter International Inc. (BAX)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: Sold
  • (Buy) $32.50 +33.8% $43.49 (Now)
  • Lilly(Eli) & Co Lilly(Eli) & Co (LLY)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: Sold
  • (Buy) $51.55 +1413.3% $780.16 (Now)
Stock % of
portfolio
Average
Buy Price
Current
Price
Position
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Options

Can't find any put or calls that Bill Gates has in Gates Foundation



Metrics

Performance

1 Year

+32.49%

3 Years

+44.81%

5 Years

+88.33%

10 years

+183.34%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $1.26 Trillion
  • Dividend Yield 1.02 %
  • Beta 0.8434
  • P/E Ratio 27.91
  • Negative P/E Ratio -0.01
  • Profit Margin 25.78%
  • PEG 78.76
  • Price to Sales Ratio 7.37
  • Price to Book Ratio 8.69
  • Enterprise Value to EBIT: 24.09
  • Enterprise Value to Revenue 7.76
  • Total Debt to Enterprise Value 0.11
  • Debt to Equity 0.9501
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity 29.97%
  • Return on Assets 11.69%
  • Return on Invested Capital 19.53%


About Bill Gates

The Bill & Melinda Gates Foundation focuses on improving health and alleviating extreme poverty. The trust holds the investment assets and transfers proceeds to the foundation to achieve the charitable goals. Bill Gates's investment portfolio is a stellar example of diversification and strategic picks, featuring selections that resonate with both new and seasoned investors seeking guidance from one of the world's most successful entrepreneurs. At the pinnacle of his investments, Microsoft Corporation holds a dominant 34.6%, showcasing Gates's unwavering confidence in the tech giant he co-founded. Following closely, Berkshire Hathaway Inc., with its Ordinary Shares - Class B, represents 17.7% of his portfolio, reflecting Gates's trust in Warren Buffett's expertise.Waste Management, Inc., an essential services provider, secures a significant spot at 15.8%, indicating Gates's commitment to sustainable investments. Canadian National Railway Co., making up 15.6% of the portfolio, highlights the importance of efficient transportation infrastructures as pivotal assets in today’s economy. Lastly, Caterpillar Inc., occupying 5.4%, demonstrates Gates's belief in heavy equipment and construction sectors as fundamental components of global development.This overview not only exemplifies Bill Gates’s investment strategy but also serves as a roadmap for individuals aiming to emulate the market approach of a globally recognized investor. His preference for stable companies with long-term growth potential across various sectors—including technology, finance, environmental solutions, transportation, and construction—underscores a balanced approach to stock selection, offering valuable insights into building a resilient and dynamic investment portfolio.


Books that Inspired Gates:

How Not to Be Wrong - Jordan Ellenberg Seveneves - Neal Stephenson Shoe Dog - Phil Knight


Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks

See the list of stocks that have raised their payouts for 50 straight years

See the list

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