Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q1 2021)
According to the SEC 13F filed on May 17, 2021, the Bill & Melinda Gates Foundation Trust portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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
|