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Bill & Melinda Gates Foundation Trust - Bill Gates
Bill & Melinda Gates Foundation Trust a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
7,592 Followers
Bill Gates Bill & Melinda Gates Foundation Trust
Hedge Fund Manager
Ranked #20 out of 487 Hedge Fund Managers
Portfolio Gain
+230.13%
Since Jan 2016
Sharpe Ratio
4.32
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$45.09B
Bill Gates manages more assets than 91% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+25.73%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
41.46% Industrial Goods
27.58% Technology
22.60% Financial
3.44% Consumer Defensive
2.95% Basic Materials
0.56% Consumer Cyclical
0.52% Healthcare
0.37% Real Estate
0.27% Communication Services
A breakdown of Bill & Melinda Gates Foundation Trust's portfolio by sector
Bill & Melinda Gates Foundation Trust Portfolio Activity
Caterpillar
Not Changed
Industrial Goods
$352.13
($307.05-$397.22)
-0.34%
0.00%
2.88B
6.36%
Kraft Heinz
Not Changed
Consumer Defensive
$34.05
($31.58-$36.53)
-8.88%
0.00%
92.08M
0.20%
Paccar
New
Industrial Goods
$101.63
($90.04-$113.21)
+17.21%
+100.00%
98.68M
0.22%
Waste Connections
Not Changed
Industrial Goods
$180.17
($172.81-$187.53)
+4.08%
0.00%
384.32M
0.85%
Waste Management
Reduced
Industrial Goods
$210.79
($196.59-$225.00)
+4.43%
-8.51%
6.69B
14.79%
Coupang
Not Changed
Consumer Cyclical
$21.68
($18.16-$25.20)
-3.38%
0.00%
227.04M
0.50%
Crown Castle
Not Changed
Real Estate
$107.97
($95.02-$120.92)
-15.23%
0.00%
168.46M
0.37%
On Holding AG
Not Changed
Consumer Cyclical
$43.70
($35.24-$52.16)
+10.03%
0.00%
25.07M
0.06%
Berkshire Hathaway B
Reduced
Financial
$444.32
($403.82-$484.82)
+0.48%
-10.08%
10.19B
22.60%
FedEx
Added
Industrial Goods
$283.67
($253.50-$313.84)
+2.57%
+65.17%
693.60M
1.53%
See a list of Bill & Melinda Gates Foundation Trust's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Bill & Melinda Gates Foundation Trust's performance with other Hedge Funds and the S&P 500
Bill & Melinda Gates Foundation Trust activity FAQ
What is Bill & Melinda Gates Foundation Trust’s portfolio gain since Jun 2013?
Bill & Melinda Gates Foundation Trust’s portfolio gain since Jun 2013 was 230.13%.
What is Bill & Melinda Gates Foundation Trust’s Sharpe Ratio?
Bill & Melinda Gates Foundation Trust’s Sharpe Ratio is 4.32.
What is Bill & Melinda Gates Foundation Trust’s portfolio value?
Bill & Melinda Gates Foundation Trust’s portfolio value is $45.09B.
What is Bill & Melinda Gates Foundation Trust’s average return since the fund’s last 13F filing?
Bill & Melinda Gates Foundation Trust’s average return since the fund’s last 13F filing is 1.32%.
What was Bill & Melinda Gates Foundation Trust’s average return in the last 12 months?
Bill & Melinda Gates Foundation Trust’s average return in the last 12 months was 20.99%.
What was Bill & Melinda Gates Foundation Trust’s average return in the last 3 years?
Bill & Melinda Gates Foundation Trust’s average return in the last 3 years was 25.73%.
When was the most recent most recent 13F form submitted by Bill & Melinda Gates Foundation Trust?
Bill & Melinda Gates Foundation Trust's most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Bill Gates Net Worth?
Bill Gates is Managing Bill & Melinda Gates Foundation Trust which has a net worth of $45.09B.
TipRanks & Hedge Funds: TipRanks measures the performance of Bill Gates and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.