- The huge ~$23B portfolio has 21 positions.
- The largest stake, Berkshire Hathaway is at a whopping ~46% of the portfolio.
- This quarter saw the Berkshire Hathaway stake decreased while adding several smaller stakes.
Gates Foundation portfolio value decreased this quarter from ~$24B to ~$23B 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 over ten times that while the number of positions has gone down to just 21.
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 Q3 2021. Please visit our previous
update 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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