- The huge ~$21B portfolio has just 15 positions.
- The largest stake, Berkshire Hathaway is at a whopping ~45% of the portfolio.
- This quarter saw a small position in Coupang added while dropping Amazon, Apple, Liberty Global, and Twitter.
Gates Foundation portfolio value decreased this quarter from ~$22.34B to ~$21B 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 15.
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 Q1 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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