Institutional investors who manage investments in excess of US$100 million are required to report to the US Securities and Exchange Commission (SEC) on a quarterly basis. The so-called 13F form is publicly available at the authority.
With a portfolio value of $33.988 billion, the Bill & Melinda Gates Foundation Trust also qualified to submit the form. The foundation was established in 1999 by Microsoft co-founders Bill Gates and his then wife Melinda and is committed to improving healthcare and access to education worldwide. Although the couple are now separated, they continue to run the non-profit organization together.
Overall, the portfolio contains stocks from 21 companies, including the newcomer Kraft Heinz, which is less prominently represented with a share of 0.26 percent. The following ranking therefore only shows the ten largest stock positions held by the Bill & Melinda Gates Foundation Trust in the third quarter of 2022. The data is as of September 30, 2022.
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The Bill & Melinda Gates Foundation Trust manages the assets of the eponymous foundation of Microsoft co-founder Bill Gates and his ex-wife Melinda. With a total value of around $33.988 billion, the Gates are required to report quarterly to the US Securities and Exchange Commission on the contents of the portfolio. The shares contained therein are weighted as a percentage according to the stake in the trust. The top 10 are presented. The data is as of September 30, 2022.
Source: sec.gov, Image: JamesWMfoto / Shutterstock.com
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