Tracking Bill & Melinda Gates Foundation Portfolio – Q3 2022 Update

  • The huge ~$34B portfolio has just 21 positions. 
  • The largest stake, Microsoft Corporation is at ~27% of the portfolio. 
  • They increased  Microsoft, Canadian National Railway, and Deere during the quarter. 

Gates Foundation portfolio value increased from $17.68B to ~$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 twenty 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 2022. 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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