Bill Gates Portfolio
Invests via Bill & Melinda Gates Foundation Trust | Managed by Cascade Asset Management Company, Michael Larson
Invests via Bill & Melinda Gates Foundation Trust
Managed by Cascade Asset Management Company, Michael Larson
Automatically Tracked
Bill Gates Profile
A prominent technology entrepreneur and strategic philanthropist, Bill Gates co-founded Microsoft and built extensive operating and investment influence across software, cloud infrastructure, and public markets. Active in direct investments, venture funding, and large-cap equity allocations, he channels capital through private vehicles and philanthropic foundations that invest in climate, global health, and energy innovation. Market participants regard holdings as long-term, thematic bets blending commercial upside with impact objectives.
A prominent technology entrepreneur and strategic philanthropist, Bill Gates co-founded Microsoft and built extensive operating and investment influence across software, cloud infrastructure, and public markets. Active in direct investments, venture funding, and large-cap equity allocations, he channels capital through private vehicles and philanthropic foundations that invest in climate, global health, and energy innovation. Market participants regard holdings as long-term, thematic bets blending commercial upside with impact objectives.
Investment Philosophy & Strategy
Deploys patient, long‑horizon capital into technology, climate, energy and global health themes, blending venture-style equity in early growth companies with concentrated public-market positions. Prefers conviction-led, high-moat platform businesses and catalytic climate innovations, using private vehicles and philanthropic balance-sheet flexibility to tolerate higher technical and policy risk. Emphasizes founder/operator partnerships, active strategic guidance, and rigorous sector underwriting to align commercial upside with measurable social impact over multi‑year cycles.
Deploys patient, long‑horizon capital into technology, climate, energy and global health themes, blending venture-style equity in early growth companies with concentrated public-market positions. Prefers conviction-led, high-moat platform businesses and catalytic climate innovations, using private vehicles and philanthropic balance-sheet flexibility to tolerate higher technical and policy risk. Emphasizes founder/operator partnerships, active strategic guidance, and rigorous sector underwriting to align commercial upside with measurable social impact over multi‑year cycles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
146.07%
Gain -3.03%
Monthly
1.24%
Yearly
15.95%
Drawdown
99.86%
$26.46B
Equity
Holdings
$26.46B
Investment
$14.47B
$48.33B
Profit -$339.73M
Realized
$36.34B
Unrealized
$11.99B
Dividends
$3.86B
Goals
Avg. 45.33% completed goals
Yearly
Gain > 5% 2026
Yearly
Loss < 20% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.03%
Profit
-$339.73M
Win %
83%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$256.85M
Win %
83%
This Month
Compared to last month
Gain
-1.27%
Profit
-$339.73M
Win %
83%
This Year
Compared to last year
Gain
-6.31%
Profit
-$1.78B
Win %
85%
WST West Pharmaceutical Services, Inc.
+0.96%
+$1.48M 
KHC The Kraft Heinz Company
+0.53%
+$333,801 
WCN Waste Connections Inc.
+0.46%
+$1.55M 
HRL Hormel Foods Corporation
+0.39%
+$198,102.55 
CAT Caterpillar Inc.
+0.23%
+$12.45M 
MCD McDonald's Corporation
+0.21%
+$187,544 
WM Waste Management, Inc.
+0.15%
+$9.08M 
VLTO Veralto Corporation
+0.14%
+$17,406.62 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.09%
+$621,471.9 
PCAR PACCAR Inc.
+0.07%
+$95,000 
CDNMF EGR Exploration Ltd.
0%
$0 H591
H5919C104
0%
$0 
SDGR Schrödinger, Inc.
-4.77%
-$6.14M 
MSGS Madison Square Garden Sports Corp.
-1.43%
-$3.49M 
FDX FedEx Corporation
-1.38%
-$11.18M 
FDXF FedEx Freight Holding Company Inc.
-1.12%
-$2.03M 
CPNG Coupang Inc.
-1.01%
-$1.53M 
HD The Home Depot, Inc.
-0.85%
-$2.9M 
DHR Danaher Corporation
-0.71%
-$537,120 
BUD Anheuser-Busch InBev S.A. ADR
-0.62%
-$851,500 
DE Deere & Company
-0.6%
-$12.98M 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$42.6M 
WMT Walmart Inc.
-0.39%
-$3.78M 
ECL Ecolab Inc.
-0.04%
-$652,255.5 Events
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Dividends
Dividend Analysis
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| Trades 724 | Longs Won 513/724 70% | Profit Factor 21.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252.13M |
| Average Win $98.85M | Best Trade (Sep 30) $4.85B | Sharpe Ratio -8.98 |
| Average Loss -$11.26M | Worst Trade (Aug 19) -$192.97M | Z-Score -3.65 (100%) |
| Commissions $0 | Avg. Trade Length 4y 9m 3w 5d | Expectancy $66.76M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.29% |
| Consecutive Losing Trades | 2,347 | 2,113 | 1,878 | 1,643 | 1,408 | 1,174 | 939 | 704 | 469 | 235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc. | 14.69M | $6.5B | $7.4B | - | $907.09M | 13.96% | -0.572% |
| BUD Anheuser-Busch InBev S.A. ADR | 1.7M | $96.59M | $135.78M | - | $39.19M | 40.57% | -0.623% |
| CAT Caterpillar Inc. | 6.35M | $342.02M | $5.44B | - | $5.1B | 1,491.21% | +0.229% |
| CDNMF EGR Exploration Ltd. | 51.83M | $1.24M | $5.18M | - | $3.94M | 316.42% | 0.0 |
| CPNG Coupang Inc. | 9.25M | $340.91M | $149.12M | - | -$191.78M | -56.26% | -1.013% |
| DE Deere & Company | 3.56M | $1.19B | $2.17B | - | $977.07M | 82.22% | -0.596% |
| DHR Danaher Corporation | 373,000 | $87.77M | $75.51M | - | -$12.25M | -13.96% | -0.706% |
| ECL Ecolab Inc. | 5.22M | $329.92M | $1.44B | - | $1.11B | 336.74% | -0.045% |
| FDX FedEx Corporation | 2.38M | $368.73M | $797.95M | - | $429.22M | 116.41% | -1.382% |
| FDXF FedEx Freight Holding Company Inc. | 1.19M | $180.02M | $179.17M | - | -$846,460.43 | -0.47% | -1.119% |
| H591 H5919C104 | 500,000 | $15.06M | $15.06M | - | - | - | 0.0 |
| HD The Home Depot, Inc. | 1M | $352.68M | $338.8M | - | -$13.88M | -3.94% | -0.849% |
| HRL Hormel Foods Corporation | 2.09M | $94.98M | $51.16M | - | -$43.82M | -46.14% | +0.389% |
| KHC The Kraft Heinz Company | 2.47M | $82.46M | $63.09M | - | -$19.37M | -23.49% | +0.532% |
| KOF Coca-Cola FEMSA S.A.B. de C.V. ADR | 6.21M | $270.75M | $677.03M | - | $406.28M | 150.06% | +0.092% |
| MCD McDonald's Corporation | 334,900 | $97.08M | $91.36M | - | -$5.72M | -5.89% | +0.206% |
| MSGS Madison Square Garden Sports Corp. | 592,406 | $99.17M | $241.16M | - | $141.99M | 143.17% | -1.426% |
| PCAR PACCAR Inc. | 1M | $98.68M | $130.81M | - | $32.13M | 32.56% | +0.073% |
| SDGR Schrödinger, Inc. | 6.98M | $373.17M | $122.74M | - | -$250.43M | -67.11% | -4.767% |
| VLTO Veralto Corporation | 124,333 | $10.23M | $12.14M | - | $1.92M | 18.75% | +0.144% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Bill Gates?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $16.99B, Microsoft Corp - $12.32B, Waste Management, Inc - $2.46B, Caterpillar Inc - $1.62B, and Walmart Inc - $949.05M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: EGR Exploration Ltd - $421.69M, EKDKQ - $119.82M, Merck & Co., Inc - $108.01M, Grupo Televisa S.A.B. Sponsored ADR - $77.29M, and American International Group Inc - $57.83M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bill Gates's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.86B earned over time. The largest contributors to dividend income include Waste Management, Inc - $831.93M, Caterpillar Inc - $582.52M, Microsoft Corp - $451.99M, Coca-Cola FEMSA S.A.B. de C.V. ADR - $236.12M, and Crown Castle Inc - $204.78M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bill Gates's monthly returns?
Bill Gates's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Bill Gates's strategy be considered aggressive or moderate?
Bill Gates's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Bill Gates's strategy?
Bill Gates's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
