Berkshire Hathaway shares sold again: The Bill & Melinda Gates Foundation Trust held these investments in the final quarter of 2023

The Bill & Melinda Gates Foundation Trust manages the assets of the foundation of the same name run by Microsoft co-founder Bill Gates and his ex-wife Melinda. These were the largest equity holdings in the fourth quarter of 2023.

Institutional investors whose investments exceed $100 million are required to report their holdings quarterly to the U.S. Securities and Exchange Commission (SEC). The so-called 13F form is publicly available at the authority.

As of the final quarter of 2023, the Bill & Melinda Gates Foundation Trust comprised a portfolio value of $42.283 billion – thereby qualifying for Form 13F filings with the SEC. The trust was set up to hold the assets of the Microsoft co-founder in 1999 Bill Gates to manage the foundation set up by his ex-wife Melinda. The nonprofit organization works to improve healthcare and access to education worldwide. Although the couple is now separated, they continue to run the nonprofit together.

The following ranking contains the ten largest stock positions that were in the Bill & Melinda Gates Foundation Trust in the fourth quarter of 2023. The data is as of December 31, 2023.

Editorial team

4th quarter of 2023: Bill and Melinda Gates have these stocks in their portfolio

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