Here Are the Top 3 Holdings in the Gates Foundation Portfolio

Group 1: Investment Strategy - Bill Gates favors a concentrated investment portfolio, focusing on a few key titles rather than a diversified list [1][2] - The Gates Foundation Trust's portfolio is heavily weighted towards Microsoft, Berkshire Hathaway, and Waste Management [2] Group 2: Microsoft - Microsoft is the largest holding in the Gates Foundation Trust, with approximately 28.5 million shares valued at nearly $12 billion [4] - The company has shown consistent profitability and impressive growth rates, particularly in the AI sector, where it has made significant investments in OpenAI [5][6] Group 3: Berkshire Hathaway - Berkshire Hathaway is the second-largest holding, with nearly 19.7 million shares worth over $8.9 billion [8] - The company follows a buy-and-hold investment philosophy and has a diverse equity portfolio, including long-term positions in American Express and Coca-Cola [9][10] Group 4: Waste Management - Waste Management is the third-largest holding, with over 32.2 million shares valued at more than $6.5 billion [11] - The company is the largest in its sector by revenue, with a full-year 2024 revenue exceeding $22 billion and a net income of approximately $2.75 billion [12] - Waste Management has a strong history of paying dividends, with a yield of 1.5%, making it attractive for investors [13]