- The huge ~$29B portfolio has just 23 positions.
- The largest stake, Microsoft Corporation is at ~47% of the portfolio.
- They added FedEx Corp (FDX) and Anheuser Busch (BUD) and increased Berkshire Hathaway (BRK.A).
Gates Foundation portfolio value increased from $24.79B to
$28.69B 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
fifteen times that while the number of positions has gone down to just 23.
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 2023. 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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