~9% since 1995
Portfolio value
$31.7B
Positions
22
Top 5 concentration
83%
New buys this quarter
0
What Bill Gates bought and sold each quarter.
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)
Bought (1)
Sold (1)
Quarter-over-quarter change in disclosed positions.
| Stock | Move | % of portfolio | Reported px | Now | Since report |
|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | Trimmed | 25.8% | $479.20 | $495.45 | +3.4% |
WASTE MGMT INC DEL | Held | 20.1% | $229.79 | $231.67 | +0.8% |
CANADIAN NATL RY CO | Held | 16.8% | $102.77 | $124.34 | +21% |
CATERPILLAR INC | Held | 14.2% | $708.46 | $938.39 | +32.5% |
DEERE & CO | Held | 6.3% | $563.30 | $592.90 | +5.3% |
ECOLAB INC | Held | 4.4% | $266.02 | $273.03 | +2.6% |
WALMART INC | Held | 3.3% | $124.28 | $112.21 | -9.7% |
FEDEX CORP | Held | 2.7% | $356.18 | $310.84 | -12.7% |
$KOFADR COCA-COLA FEMSA SAB DE CV | Held | 1.9% | $97.55 | $103.50 | +6.1% |
WASTE CONNECTIONS INC | Held | 1% | $162.44 | $170.14 | +4.7% |
MADISON SQUARE GRDN SPRT COR | Held | 0.6% | $321.40 | $387.08 | +20.4% |
COUPANG INC | Held | 0.6% | $18.88 | $19.16 | +1.5% |
$BUDADR ANHEUSER BUSCH INBEV SA NV | Held | 0.4% | $69.37 | $79.34 | +14.4% |
PACCAR INC | Held | 0.4% | $115.50 | $123.28 | +6.7% |
WEST PHARMACEUTICAL SVSC INC | Held | 0.4% | $250.64 | $357.66 | +42.7% |
MCDONALDS CORP | Held | 0.3% | $310.79 | $276.49 | -11% |
SCHRODINGER INC | Held | 0.3% | $11.36 | $16.79 | +47.8% |
DANAHER CORP DEL | Held | 0.2% | $189.60 | $195.98 | +3.4% |
KRAFT HEINZ CO | Held | 0.2% | $22.49 | $24.68 | +9.7% |
HORMEL FOODS CORP | Held | 0.1% | $22.65 | $24.33 | +7.4% |
ON HLDG AG | Held | 0.1% | $34.02 | $36.77 | +8.1% |
VERALTO CORP | Held | 0% | $88.42 | $92.10 | +4.2% |
Notable sell-outs this quarter: $MSFT
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.