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:
2.95%
Gain
Monthly
0.95%
Yearly
11.95%
Drawdown
99.91%
$28B
Equity
Holdings
$28B
Investment
$14.77B
$48.89B
Profit -$191.02M
Realized
$35.66B
Unrealized
$13.23B
Dividends
$3.83B
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Loss < 20% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$191.02M
Win %
87%
This Week
Compared To Last Week
Gain
-1.7%
Profit
-$483.29M
Win %
87%
This Month
Compared to last month
Gain
-3.82%
Profit
-$1.11B
Win %
87%
This Year
Compared to last year
Gain
6.98%
Profit
$1.83B
Win %
88%
MSGS Madison Square Garden Sports Corp.
+4.59%
+$10.45M 
HRL Hormel Foods Corporation
+2.7%
+$1.4M 
SDGR Schrödinger, Inc.
+2.29%
+$2.58M 
WCN Waste Connections Inc.
+1.55%
+$5.36M 
KHC The Kraft Heinz Company
+1.42%
+$878,020.26 
FDX FedEx Corporation
+1.22%
+$9.08M 
DHR Danaher Corporation
+1.1%
+$818,738.73 
WMT Walmart Inc.
+0.46%
+$4.42M 
WM Waste Management, Inc.
+0.27%
+$17.28M 
BUD Anheuser-Busch InBev S.A. ADR
+0.23%
+$306,540 
CPNG Coupang Inc.
+0.17%
+$277,441.35 
ECL Ecolab Inc.
+0.11%
+$1.51M 
WST West Pharmaceutical Services, Inc.
+0.1%
+$151,130 
CDNMF EGR Exploration Ltd.
0%
$0 
H5919C104
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 721 | Longs Won 447/721 61% | Profit Factor 22.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $259.99M |
| Average Win $114.56M | Best Trade (Sep 30) $4.85B | Sharpe Ratio -9.75 |
| Average Loss -$8.45M | Worst Trade (Jul 15) -$180.74M | Z-Score -6.9 (100%) |
| Commissions $0 | Avg. Trade Length 4y 9m 2w 6d | Expectancy $67.81M |
| 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% | 0.28% |
| Consecutive Losing Trades | 3,311 | 2,980 | 2,649 | 2,318 | 1,987 | 1,656 | 1,325 | 993 | 662 | 331 |
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Returns
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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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