Gates Foundation Trust is based out of Kirkland. Their last reported 13F filing for Q4 2024 included $42,015,876,027 in managed 13F securities
and a top 10 holdings concentration of 96.13%. Gates Foundation Trust's largest holding is Microsoft Corporation with shares held of 28,457,247. Whalewisdom has at least 92 13F filings, 8 13D filings, 53 13G filings, and 4 Form 4 filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| MCD McDonalds Corp | 0.23% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| BRK.B Berkshire Hathaway I | 1.39% |
| VRM Vroom, Inc | 0% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 28.55% |
| BRK.B Berkshire Hathaway I | 21.2% |
| WM Waste Management, In | 15.48% |
| CNI Canadian National Ra | 13.25% |
| CAT Caterpillar Inc | 6.35% |
2024-12-31
13F Activity
| Market Value | $42.0b, Prior: $45.1b |
| Inflows (Outflows) as % of Total MV | (-2.9495)% |
| New Purchases | 1 stocks |
| Added To | 0 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 2 stocks |
| Top 10 Holdings % | 96.13% |
| Turnover %[1] | 8% |
| Turnover Alt %[2] | 0.23% |
| Time Held Top 20 | 38.75 quarters |
| Time Held Top 10 | 41.5 quarters |
| Time Held All | 35.67 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.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31