Bill Gates' Philanthropic Portfolio: Q2 Update of Bill & Melinda Gates Foundation Trust

Strategic Insights -

Bill Gates, through his Bill & Melinda Gates Foundation Trust, managed by Michael Lassen, has released the Q2 portfolio update, showcasing the trust's investments. The portfolio reflects a more extensive and diverse stockholding compared to Cascade Investments, Bill Gates' personal portfolio. The update highlights the trust's recent buys and sells, totaling 38 stocks valued at $7.5 billion, with new additions including AMX, COG, CSX, DVN, MTB, RRC, and XTO.

Key Takeaways:

  • The Bill & Melinda Gates Foundation Trust has acquired a total of 38 stocks, with a combined value of $7.5 billion, as disclosed in the Q2 portfolio update.
  • The trust's investment portfolio includes CSX Corp., M&T Bank Corp., XTO Energy Inc., America Movil S.a.b. De C.v., Range Resources Corp., and Cabot Oil & Gas Corp. among others.
  • The trust has divested Vertex Pharmaceuticals Inc., Aryx Therapeutics Inc., Regeneron Pharmaceuticals Inc., Ardea Biosciences, Inc., and others, as per the Q2 update.
  • Michael Lassen, manager of the trust, also oversees Cascade Investments, Bill Gates' personal portfolio, which has a similar stockholding, but with fewer stocks and shares.
  • The Q2 update reflects the trust's diversification efforts, expanding its investment portfolio beyond pharmaceuticals and healthcare to include energy, finance, and consumer goods.

Statistics:

  • Total stock holdings: 38
  • Total value: $7.5 billion
  • Number of buys: 7 (AMX, COG, CSX, DVN, MTB, RRC, XTO)
  • Number of sells: 12 (Vertex Pharmaceuticals Inc., Aryx Therapeutics Inc. and others)
  • Largest holding: Not specified, but part of 38 stocks
  • Portfolio turnover: Not disclosed

Sources:

  • Euclid Infotech Pvt. Ltd.
  • Syndigate.info (an Albawaba.com company)
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