Tracking Bill & Melinda Gates Foundation Portfolio – Q1 2024 Update

 

• The huge ~$46B portfolio has just 24 positions.
• The largest stake, Microsoft Corporation is at ~34% of the portfolio.
• They decreased Berkshire Hathaway (BRK.A) this quarter.

 Gates Foundation portfolio value increased from $42B to $46B 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 24.

To know more about Gates and the Foundation, check-out the book How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need.

The spreadsheet below shows Gates Foundation’s holdings as of Q1 2024. Please visit our previous update to get an idea on how the portfolio has progressed: