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CIK: 0001166559
Total reported value
$34.4B
$34.4B
24 檔
103.5%
In Q4 2024, Gates Foundation Trust's U.S. equity holdings reached a combined market value of $34.4B, distributed across 24 disclosed stock positions.
During Q4 2024, Gates Foundation Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 28.55% | — | -1.73% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 21.20% | -4.45% | -11.21% | |
| 3 | WM | Waste Management Inc | Stock-Industrials | 15.48% | -2.76% | — | |
| 4 | CNI | Canadian Natl Railway Co | Stock-Industrials | 13.25% | +1.13% | — | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 6.35% | +5.43% | — | |
| 6 | DE | Deere & Co | Stock-Industrials | 3.59% | +0.23% | — | |
| 7 | ECL | Ecolab Inc | Stock-Materials | 2.91% | -0.16% | — | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.95% | -0.53% | — | |
| 9 | FDX | Fedex CORP | Stock-Industrials | 1.70% | -0.51% | — | |
| 10 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 1.15% | +0.01% | — | |
| 11 | WCN | Waste Connections Inc | Stock-Industrials | 0.88% | -0.06% | — | |
| 12 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.48% | -0.08% | — | |
| 13 | SDGR | Schrodinger Inc | Stock-Other | 0.32% | +0.08% | — | |
| 14 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.32% | +0.09% | — | |
| 15 | CCI | Crown Castle Inc | Stock-Real Estate | 0.31% | — | — | |
| 16 | PCAR | Paccar Inc | Stock-Industrials | 0.25% | -0.01% | — | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.07% | — | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.23% | — | — | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 0.20% | -0.01% | — | |
| 20 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.20% | +0.04% | — | |
| 21 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.19% | -0.01% | — | |
| 22 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.16% | — | — | |
| 23 | ✓ | On Holding AG | Stock-Other | 0.07% | — | — | |
| 24 | VLTO | Veralto CORP | Stock-Industrials | 0.03% | — | — |
According to official SEC Form 13F filings, Gates Foundation Trust reported a total U.S. public equity portfolio value of $34.4B across 24 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, BRK-B, WM) accounted for 103.5% of total reported equity market value during Q4 2024.
During Q4 2024, Gates Foundation Trust's top holdings by market value included MSFT (28.6%)、BRK-B (21.2%)、WM (15.5%). The largest single position, MSFT, represented 28.6% of total portfolio value.
In Q4 2024, Gates Foundation Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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