~9% since 1995
Portfolio value
$34.4B
Positions
24
Top 5 concentration
83%
New buys this quarter
2
What Bill Gates bought and sold each quarter.
Bought (2)
Sold (1)
Bought (0)
—
Sold (2)
Bought (0)
—
Sold (2)
Bought (0)
—
Sold (11)
Bought (1)
Sold (1)
Bought (1)
Sold (1)
Bought (1)
Sold (2)
Bought (2)
Sold (3)
Quarter-over-quarter change in disclosed positions.
| Stock | Move | % of portfolio | Quarter-end px | Now | Since quarter-end |
|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | Trimmed | 21.4% | $500.39 | $506.03 | +1.1% |
CATERPILLAR INC | Held | 19.7% | $1064.90 | $813.94 | -23.6% |
CANADIAN NATL RY CO | Held | 18% | $119.24 | $123.37 | +3.5% |
WASTE MGMT INC DEL | Held | 17.3% | $222.88 | $218.99 | -1.7% |
DEERE & CO | Held | 6.6% | $634.33 | $693.53 | +9.3% |
ECOLAB INC | Held | 4.2% | $278.61 | $279.28 | +0.2% |
WALMART INC | Held | 2.8% | $113.26 | $107.14 | -5.4% |
FEDEX CORP | Held | 2.2% | $313.13 | $322.52 | +3% |
$KOFADR COCA-COLA FEMSA SAB DE CV | Held | 1.9% | $106.25 | $112.00 | +5.4% |
HOME DEPOT INC | New buy | 1% | $352.68 | $321.05 | -9% |
WASTE CONNECTIONS INC | Held | 1% | $166.69 | $164.87 | -1.1% |
MADISON SQUARE GRDN SPRT COR | Held | 0.7% | $401.84 | $391.16 | -2.7% |
FEDEX FGHT HLDG CO INC | New buy | 0.5% | $151.00 | $129.45 | -14.3% |
COUPANG INC | Held | 0.5% | $17.37 | $15.29 | -12% |
WEST PHARMACEUTICAL SVSC INC | Held | 0.5% | $359.00 | $339.97 | -5.3% |
$BUDADR ANHEUSER BUSCH INBEV SA NV | Held | 0.4% | $82.40 | $80.35 | -2.5% |
PACCAR INC | Held | 0.3% | $120.12 | $124.70 | +3.8% |
SCHRODINGER INC | Held | 0.3% | $16.25 | $20.09 | +23.6% |
MCDONALDS CORP | Held | 0.3% | $270.31 | $255.69 | -5.4% |
DANAHER CORP DEL | Held | 0.2% | $190.48 | $207.66 | +9% |
KRAFT HEINZ CO | Held | 0.2% | $23.62 | $24.85 | +5.2% |
HORMEL FOODS CORP | Held | 0.2% | $24.82 | $21.54 | -13.2% |
ON HLDG AG | Held | 0.1% | $35.42 | $27.99 | -21% |
VERALTO CORP | Held | <0.1% | $88.68 | $96.31 | +8.6% |
13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.
Source: SEC 13F via FMP · holdings as of Jun 2026 · 45-day filing delay. Long equity positions only. Not financial advice.