Billionaire Bill Gates has concentrated a substantial portion of his $48 billion investment portfolio into just four major stocks, reflecting his strategic focus. Gates, co-founder of Microsoft and a prominent philanthropist, has dedicated much of his wealth to the Bill & Melinda Gates Foundation, which aims to improve global health and reduce poverty. Despite his significant charitable commitments, Gates maintains a robust investment strategy.
As of the end of Q2, 83% of the Gates Foundation Trust’s portfolio is invested in just four stocks, showcasing a highly concentrated investment approach:
- Microsoft (33%)
Microsoft remains the largest holding in Gates’ portfolio. The Trust owns approximately 35 million shares, valued at around $14.7 billion. Microsoft’s success is driven by its expanding Azure Cloud services and advancements in generative AI, including its AI-powered Copilot. The company’s consistent dividend payouts further enhance its appeal. - Berkshire Hathaway (21%)
Gates’ Trust holds nearly 25 million shares of Berkshire Hathaway Class B, worth $11 billion. Warren Buffett’s conglomerate, known for its diversified portfolio and significant cash reserves, continues to be a cornerstone investment. The Trust benefits from Berkshire’s dividend income and robust financial position. - Waste Management (16%)
With a stake of over 35 million shares valued at $7.3 billion, Waste Management represents Gates’ investment in companies with stable, recurring revenue. The company’s activities in recycling and waste-to-energy projects align with Gates’ interest in sustainable business practices. Waste Management’s consistent dividend increases add to its investment attractiveness. - Canadian National Railway (13%)
Gates holds nearly 55 million shares of Canadian National Railway, worth $6.2 billion. The railway’s extensive North American network and efficiency in reducing greenhouse gas emissions make it a favorable investment. The company has a strong dividend track record, which Gates’ Trust benefits from.
While Gates and the Bill & Melinda Gates Foundation focus on philanthropic efforts, their investment strategy remains robust, reflecting a blend of technological innovation, diversified business interests, and sustainable practices.
For those considering investing in Microsoft, the Motley Fool’s Stock Advisor has identified other high-potential stocks, suggesting alternatives for investors looking to diversify their portfolios beyond Microsoft.
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