Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q3 2021)
As of Sep 30, 2021, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 15, 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 Q3 2021, the filing reported:
New Buys - Affirm Holdings, Inc., Deere & Company, Microsoft Corporation, Madison Square Garden Sports Co, ON Holding
Increases - None reported
Reductions - Berkshire Hathaway Inc. New, Caterpillar, Inc., Crown Castle Inc., Canadian National Railway Compa, Grupo Televisa S.A.B., and 2 more
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 |
|---|---|---|---|
|
Q3 2021
|
AFRM
Affirm Holdings, Inc.
|
Buy - Position Entry |
+35,229
|
|
Q3 2021
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-5,000,000
|
|
Q3 2021
|
CAT
Caterpillar, Inc.
|
Sell |
-471,624
|
|
Q3 2021
|
CCI
Crown Castle Inc.
|
Sell |
-522,634
|
|
Q3 2021
|
CNI
Canadian National Railway Compa
|
Sell |
-841,114
|
|
Q3 2021
|
DE
Deere & Company
|
Buy - Position Entry |
+1,033,598
|
|
Q3 2021
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+2,937,703
|
|
Q3 2021
|
MSGS
Madison Square Garden Sports Co
|
Buy - Position Entry |
+278,147
|
|
Q3 2021
|
ONON
ON Holding
|
Buy - Position Entry |
+500,000
|
|
Q3 2021
|
TV
Grupo Televisa S.A.B.
|
Sell |
-576,215
|
|
Q3 2021
|
UPS
United Parcel Service, Inc.
|
Sell |
-517,775
|
|
Q3 2021
|
WMT
Walmart Inc.
|
Sell |
-678,967
|