- The huge ~$22B portfolio has just 18 positions.
- The largest stake, Berkshire Hathaway is at a whopping ~44% of the portfolio.
- This quarter saw a ~40% increase in the Schrodinger stake.
Gates Foundation portfolio value increased marginally this
quarter from ~$22.08B to ~$22.34B this quarter. Over the years, the portfolio
has become extremely concentrated. In their first 13F filing in 2002, they had
about 27 positions and the total portfolio value was ~$1.8B. Currently, the
portfolio is around ten times that while the number of positions has gone down
to just 18.
To know more about Gates and the Foundation, check-out the
book Bill Gates: The Inspirational Life Story of Bill Gates;
Businessman, Inventor, and the World's Most Remarkable Philanthropist.
The spreadsheet below shows Gates Foundation’s holdings as
of Q4 2020. Please visit our previous
updates to get an idea on how the portfolio has progressed:
To learn more about how to profit from a strategy of cloning
hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little
Guy.
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