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Bill & Melinda Gates Foundation is based out of Seattle. Their last reported 13F filing for Q1 2022 included $186,000,000 in managed 13F securities and a top 10 holdings concentration of 99.89%. Bill & Melinda Gates Foundation's largest holding is Vir Biotechnology, Inc. with shares held of 1,559,142. Whalewisdom has at least 8 13F filings, 6 13G filings, and 8 Form 4 filings


13F Activity

  • Market Value $186 Million
  • Prior Market Value $329.6 Million
  • New Purchases0 stocks
  • Additional Purchases2 stocks
  • Sold out of0 stocks
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 99.89 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 12.23 %
  • Time Held Top20:3.73 quarters
  • Time Held Top10:3.80 quarters
  • Time Held All:3.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -35.31%
Performance Last 4 Quarters: -68.31%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

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Insider Transactions in the past year


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