- The huge ~$36B portfolio has just 21 positions.
- The largest stake, Microsoft Corporation is at ~31% of the portfolio.
- They increased Microsoft, Canadian National Railway, and Berkshire Hathaway during the quarter.
Gates Foundation portfolio value increased from $35.73B to $36.11B 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 Q1 2023. Please visit our previous
update to get an idea on how the portfolio has progressed:
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