Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q1 2021)
As of Mar 31, 2021, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 17, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2021, the filing reported:
New Buys - Coupang, Inc.
Increases - None reported
Reductions - Berkshire Hathaway Inc. New, Caterpillar, Inc., Crown Castle Inc., Canadian National Railway Compa, FedEx Corporation, and 2 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2021
|
AAPL
Apple Inc.
|
Sell - Position Exit |
-1,002,088
|
|
Q1 2021
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-30,230
|
|
Q1 2021
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-5,000,000
|
|
Q1 2021
|
CAT
Caterpillar, Inc.
|
Sell |
-1,104,101
|
|
Q1 2021
|
CCI
Crown Castle Inc.
|
Sell |
-246,220
|
|
Q1 2021
|
CNI
Canadian National Railway Compa
|
Sell |
-3,071,985
|
|
Q1 2021
|
CPNG
Coupang, Inc.
|
Buy - Position Entry |
+5,714,285
|
|
Q1 2021
|
FDX
FedEx Corporation
|
Sell |
-1,531,287
|
|
Q1 2021
|
LILA
Liberty Latin America Ltd
|
Sell - Position Exit |
-276,443
|
|
Q1 2021
|
LILAK
Liberty Latin America Ltd
|
Sell - Position Exit |
-676,979
|
|
Q1 2021
|
UPS
United Parcel Service, Inc.
|
Sell |
-1,723,539
|
|
Q1 2021
|
WMT
Walmart Inc.
|
Sell |
-4,002,294
|