Bill Gates Portfolio
Bill & Melinda Gates Foundation Trust
Automatically Tracked
Bill Gates Profile
A significant force in global philanthropy, the Bill & Melinda Gates Foundation Trust plays a vital role in addressing pressing social issues. With a substantial asset base, this trust focuses on initiatives related to health, education, and poverty alleviation, making it a key player in the non-profit sector.
Traders and investors may find the foundation’s strategies and funding priorities relevant, as they can influence market trends and sectors, particularly in healthcare and technology. The foundation's commitment to data-driven solutions and innovative approaches to global challenges underscores its impact, potentially shaping investment opportunities aligned with social responsibility and sustainable development.
A significant force in global philanthropy, the Bill & Melinda Gates Foundation Trust plays a vital role in addressing pressing social issues. With a substantial asset base, this trust focuses on initiatives related to health, education, and poverty alleviation, making it a key player in the non-profit sector.
Traders and investors may find the foundation’s strategies and funding priorities relevant, as they can influence market trends and sectors, particularly in healthcare and technology. The foundation's commitment to data-driven solutions and innovative approaches to global challenges underscores its impact, potentially shaping investment opportunities aligned with social responsibility and sustainable development.
Bill Gates Investing Philosophy
Investing is approached with a strong emphasis on long-term impact and sustainability, focusing on creating value that extends beyond financial returns. The strategy prioritizes thorough research and analysis, ensuring that decisions are informed by both macroeconomic trends and specific sector dynamics.
A commitment to diversification is key, as it mitigates risk while allowing for exploration of various sectors that align with the foundation's mission. By identifying catalysts that can drive change, the approach seeks to support initiatives that have the potential for significant societal benefit. This philosophy not only reflects a dedication to responsible investing but also aims to inspire others in the financial community to consider the broader implications of their investment choices.
Investing is approached with a strong emphasis on long-term impact and sustainability, focusing on creating value that extends beyond financial returns. The strategy prioritizes thorough research and analysis, ensuring that decisions are informed by both macroeconomic trends and specific sector dynamics.
A commitment to diversification is key, as it mitigates risk while allowing for exploration of various sectors that align with the foundation's mission. By identifying catalysts that can drive change, the approach seeks to support initiatives that have the potential for significant societal benefit. This philosophy not only reflects a dedication to responsible investing but also aims to inspire others in the financial community to consider the broader implications of their investment choices.
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:
69.14%
Gain -0.09%
Monthly
0.79%
Yearly
9.86%
Drawdown
14.81%
$37.86B
Equity
Holdings
$37.86B
Investment
$22.47B
$54.77B
Profit -$46.63M
Realized
$39.38B
Unrealized
$15.39B
Dividends
$4.29B
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Loss < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$46.63M
Win %
92%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$170.22M
Win %
92%
This Month
Compared to last month
Gain
4.89%
Profit
$2.41B
Win %
92%
This Year
Compared to last year
Gain
5.15%
Profit
$2.53B
Win %
92%
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2.83%
+$18,706,304.19 
SDGR Schrödinger, Inc.
+1.51%
+$1,186,882.88 
KHC The Kraft Heinz Company
+1.45%
+$878,762.04 
HRL Hormel Foods Corporation
+1.39%
+$729,851.5 
WCN Waste Connections Inc.
+1.34%
+$4,445,401.5 
MSGS Madison Square Garden Sports Corp.
+1.28%
+$2,381,472.12 
WST West Pharmaceutical Services, Inc.
+1.02%
+$1,104,582.5 
ECL Ecolab Inc.
+0.92%
+$14,688,793.86 
MSFT Microsoft Corp.
+0.92%
+$27,073,048.64 
CAT Caterpillar Inc.
+0.9%
+$43,077,502.92 
VLTO Veralto Corporation
+0.84%
+$96,979.74 
PCAR PACCAR Inc.
+0.69%
+$870,000 
WM Waste Management Inc.
+0.67%
+$44,992,904.92 
DHR Danaher Corporation
+0.41%
+$324,510 
MCD McDonald's Corporation
+0.41%
+$462,162 
FDX FedEx Corporation
+0.4%
+$3,695,761.1 
CNI Canadian National Railway Company
+0.32%
+$18,139,375.1 
Events
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Dividends
Dividend Analysis
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| Trades 709 | Longs Won 461/709 65% | Profit Factor 27.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $251.77M |
| Average Win $113.65M | Best Trade (Sep 30) $4.85B | Sharpe Ratio -5.69 |
| Average Loss -$7.64M | Worst Trade (Feb 24) -$180.2M | Z-Score -7.11 (100%) |
| Commissions $0 | Avg. Trade Length 4y 10m 3w 4d | Expectancy $77.25M |
| 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% | 0.01% |
| Consecutive Losing Trades | 4,950 | 4,455 | 3,960 | 3,465 | 2,970 | 2,475 | 1,980 | 1,485 | 990 | 495 |
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Option values are updated at end of day.
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