2026년 2월 18일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Insight into Bill Gates (Trades, Portfolio)' Strategic Investment Moves in Q4 2025
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Bill Gates (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his investment moves during this period. Bill Gates (Trades, Portfolio) is one of the smartest businessmen in the world. He founded Microsoft in 1975 alongside his partner Paul Allen and grew it to be one of the world's largest software developers. Thanks to the success of Microsoft, Bill Gates (Trades, Portfolio) was the richest man for 15 consecutive years. The portfolio we track here before June 2009 is called Cascade Investment, which is the personal portfolio of Bill Gates (Trades, Portfolio). Since June 2009, the portfolio we track is for Bill & Melinda Gates Foundation Trust. The investments of the trust are managed by an outside team of portfolio managers. Bill and Melinda guide the managers in voting proxies consistent with the principles of good governance and good management. When instructing the investment managers, they also consider other issues beyond corporate profits, including the values that drive the foundation's work. They have defined areas in which the endowment will not invest, such as companies whose profit model is centrally tied to corporate activity that they find egregious.Bill Gates Reduces Stake in Berkshire Hathaway Inc by 3.24%
Key Position Reduces
Bill Gates (Trades, Portfolio) also reduced position in 2 stocks. The most significant changes include:
Reduced Berkshire Hathaway Inc(NYSE:BRK.B) by 2,358,460 shares, resulting in a -10.84% decrease in shares and a -3.24% impact on the portfolio. The stock traded at an average price of $497.52 during the quarter and has returned 0.03% over the past 3 months and 0.15% year-to-date. Reduced Microsoft Corp(NASDAQ:MSFT) by 1,500,000 shares, resulting in a -16.32% reduction in shares and a -2.12% impact on the portfolio. The stock traded at an average price of $500.83 during the quarter and has returned -21.65% over the past 3 months and -17.94% year-to-date.
Portfolio Overview
At the fourth quarter of 2025, Bill Gates (Trades, Portfolio)'s portfolio included 23 stocks, the top holdings included 27.59% in Berkshire Hathaway Inc(NYSE:BRK.B), 17.98% in Waste Management Inc(NYSE:WM), 14.49% in Canadian National Railway Co(NYSE:CNI), 10.52% in Microsoft Corp(NASDAQ:MSFT), 10.29% in Caterpillar Inc(NYSE:CAT).Bill Gates Reduces Stake in Berkshire Hathaway Inc by 3.24%
The holdings are mainly concentrated in 8 of all the 11 industries: Industrials, Financial Services, Technology, Consumer Defensive, Basic Materials, Consumer Cyclical, Healthcare, Communication Services.Bill Gates Reduces Stake in Berkshire Hathaway Inc by 3.24%
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