Stocks

Bill Gates' Foundation Holds a Massive 69% Stake in Just Three Key Stocks

Published September 16, 2024

Philanthropist and tech mogul Bill Gates, known for his legendary foresight in investments, has concentrated a significant portion of his foundation's portfolio into just three stocks. Gates' choice of investments reveals a strategic approach to wealth allocation, with two of these stocks being quite unexpected for those who follow the billionaire's financial moves. The Bill & Melinda Gates Foundation, with an endowment worth $48 billion, has 69% of its investment portfolio dedicated to MSFT, WM, and BRK-A, showing a firm conviction in these stocks.

Microsoft Corporation MSFT

With a longstanding history as a technology leader, Microsoft Corporation is an American multinational powerhouse in tech, delivering a broad range of software, consumer electronics, and personal computing devices. Among the iconic products from Microsoft are the Windows operating systems, the Office suite, and the Internet Explorer along with the Edge web browsers. The company's advanced hardware includes Xbox game consoles and the Surface line of computers. Microsoft's influence stretches far and wide, holding the title of the world's largest software maker by revenue as of 2016 and ranking No. 21 in the 2020 Fortune 500 for U.S. corporations. It's also counted among the Big Five in U.S. IT, alongside behemoths like Google, Apple, Amazon, and Facebook.

Waste Management, Inc. WM

Waste Management, Inc. is the leading North American company in environmental and waste management services. The Houston-based organization was founded in 1968 and has played a crucial role in waste and recycling services across the continent, reflecting a strong commitment to environmental sustainability and innovation in waste management solutions.

Berkshire Hathaway Inc. BRK-A

The multinational conglomerate Berkshire Hathaway Inc., led by the widely-acclaimed investor Warren Buffett, has its headquarters in Omaha, Nebraska. This behemoth owns a suite of diverse businesses, including GEICO, Duracell, Dairy Queen, and several others. Notably, Berkshire Hathaway holds significant shares in industry giants such as Kraft Heinz Company, American Express, Coca-Cola, Bank of America, and a 6.3% stake in Apple. The company's far-reaching investment strategy and stature are emblematic of the value-driven investment philosophy admired and practiced by the 'Oracle of Omaha' himself, Warren Buffett.

Gates, Investment, Strategy