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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 Mar 31, 2024
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Bill Gates

Bill Gates
Bill & Melinda Gates Foundation Trust

Hedge Fund Manager
Ranked #9 out of 487 Hedge Fund Managers

Portfolio Gain

+212.50%
Since Jan 2016

Sharpe Ratio

4.13
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$45.86B
Bill Gates manages more assets than 91% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+25.11%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
43.07% Industrial Goods
33.42% Technology
15.87% Financial
3.09% Consumer Defensive
2.63% Basic Materials
0.61% Healthcare
0.50% Consumer Cyclical
0.32% Real Estate
0.24% Communication Services
A breakdown of Bill & Melinda Gates Foundation Trust's portfolio by sector

Bill & Melinda Gates Foundation Trust Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Anheuser-Busch Inbev Sa
Not Changed
Consumer Defensive
$62.74
($59.24-$66.24)
-0.70%
0.00%
103.51M
0.22%
Canadian National Railway
Not Changed
Industrial Goods
$128.13
($122.23-$134.02)
-7.89%
0.00%
7.22B
15.67%
Caterpillar
Not Changed
Industrial Goods
$322.08
($276.94-$367.22)
-11.70%
0.00%
2.69B
5.85%
Coca Cola Femsa SAB De CV
Not Changed
Consumer Defensive
$96.69
($89.00-$104.38)
-12.09%
0.00%
604.07M
1.31%
Crown Castle
Not Changed
Real Estate
$109.48
($101.93-$117.03)
-7.52%
0.00%
150.29M
0.32%
Deere
Not Changed
Industrial Goods
$383.24
($353.15-$413.32)
-7.67%
0.00%
1.46B
3.19%
Ecolab
Not Changed
Basic Materials
$212.66
($193.46-$231.86)
+5.33%
0.00%
1.20B
2.63%
Hormel Foods
Not Changed
Consumer Defensive
$32.26
($28.51-$36.00)
-11.17%
0.00%
76.59M
0.17%
Microsoft
Reduced
Technology
$398.66
($366.50-$430.82)
+6.76%
-4.48%
15.36B
33.42%
FedEx
Not Changed
Industrial Goods
$262.86
($234.45-$291.27)
-13.70%
0.00%
444.57M
0.97%
See a list of Bill & Melinda Gates Foundation Trust's holdings, as reported to the SEC on Mar 31, 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 212.50%.
    What is Bill & Melinda Gates Foundation Trust’s Sharpe Ratio?
    Bill & Melinda Gates Foundation Trust’s Sharpe Ratio is 4.13.
      What is Bill & Melinda Gates Foundation Trust’s portfolio value?
      Bill & Melinda Gates Foundation Trust’s portfolio value is $45.86B.
        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 -1.65%.
          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 20.45%.
            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 25.11%.
              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 Mar 31, 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 $45.86B.
                    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.

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                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
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                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.