Tracking Bill & Melinda Gates Foundation Portfolio – Q2 2021 Update

  •  The huge ~$24B portfolio has just 14 positions. 
  • The largest stake, Berkshire Hathaway is at a whopping ~51% of the portfolio. 
  • This quarter saw the Berkshire Hathaway stake increased while dropping the small stake in Liberty Global. 

Gates Foundation portfolio value increased this quarter from ~$21B to ~$24B 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 14.

 

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 Q2 2021. 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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