Bill Gates Stock Portfolio [Updated as of August 2021] (2024)

FAQs

How much of Bill Gates portfolio is Microsoft? ›

1. Microsoft: 35% Investors shouldn't be surprised that Microsoft stock is the trust's top holding, especially since Gates established the foundation with a large portion of his personal holdings. The Gates Foundation has roughly 36.5 million shares worth $15.47 billion.

Bill Gates Liquidated $1.7 Billion Of His Portfolio, Mirroring Buffett's Move To Stockpile Cash. In this article: BRK-B.

4 Bill Gates Deere Trades

Bill Gates acquired 3.56 Million Deere shares worth $1.36 Billion. That's 3.01% of their equity portfolio (6th largest holding). The investor owns 1.30% of the outstanding Deere stock. The first Deere trade was made in Q3 2021.

The Bill and Melinda Gates (BMG) Foundation Trust had $42 billion invested across 24 stocks as of the fourth quarter, but 51% of that sum was concentrated in two positions: 34% in Microsoft (MSFT 0.12%) and 17% in Berkshire Hathaway (BRK. A -0.67%) (BRK.

Berkshire has also performed well so far in 2024, with a double-digit percentage gain. Gates hasn't owned Berkshire Hathaway stock nearly as long as Buffett has. However, since his foundation first purchased shares of Buffett's company in the second quarter of 2010, Berkshire stock has more than quintupled in value.

The trust's most recent 13F filing made with the SEC revealed its top investments, which are somewhat unique in that they're not your typical mega-cap tech companies. Instead, the trust owns concentrated stock positions in less heard of companies, like Coca-Cola FEMSA, which is a Mexican bottler of popular soft drinks.

Apart from his Porsche collection, Gates has been seen driving a variety of other luxury cars. He has been spotted driving a Mercedes S Class, a Mercedes 500SL, and a BMW 7 series. Gates is often driven around in limousines, and some sources claim he even owned a Ford Focus.

William Henry Gates III (born October 28, 1955) is an American businessman, investor, philanthropist, and writer best known for co-founding the software company Microsoft with his childhood friend Paul Allen.

Gates' unsurprising top AI stock

You probably won't be surprised in the least by Gates' top AI stock. Almost 34% of the Gates Foundation Trust's portfolio is invested in Microsoft (MSFT -0.47%).

Who owns the most Microsoft stock? ›

As of September 2021, Gates' net worth is estimated to be around $125 billion. If his fortune were converted to gold, he would have approximately 2,500 metric tons of the metal. That's equivalent to about two Olympic-sized swimming pools filled with gold.

In Bill Gates's current portfolio as of 2024-03-31, the top 5 holdings are Microsoft Corp (MSFT), Waste Management Inc (WM), Berkshire Hathaway Inc (BRK. B), Canadian National Railway Co (CNI), Caterpillar Inc (CAT), not including call and put options.

Gates and Buffett have been friends for more than three decades.

Does Bill Gates own Apple stock? Within Jobs' first year back as CEO, he entered into a partnership with Bill Gates' Microsoft, which made a $150 million investment in Apple and committed to developing software for macOS. In 2003, Microsoft opted to sell all of its Apple stock for $550 million.

> The company's 1986 initial public offering (IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees. The real figure now is much higher, as these figures are under Gates's leadership.

Bullish on this entire logistics and supply chain market, regardless of the competitive differences, the Bill & Melinda Gates Foundation now owns through Cascade Investment 1.53 million shares of FedEx Corp. This is worth $392 million.

Microsoft Market Cap

Microsoft has a market cap or net worth of $3.33 trillion as of June 25, 2024. Its market cap has increased by 32.65% in one year.