Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q1 2024)

As of Mar 31, 2024, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2024. 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 2024, the filing reported:

New Buys - Vroom, Inc.
Increases - Walmart Inc.
Complete Exits - None reported

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 2024
BRK-B
Berkshire Hathaway Inc. New
Sell
-2,613,252
Q1 2024
MSFT
Microsoft Corporation
Sell
-1,711,272
Q1 2024
VRM
Vroom, Inc.
Buy - Position Entry
+31,250
Q1 2024
WMT
Walmart Inc.
Buy
+6,060,318