Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q3 2021)
According to the SEC 13F filed on Nov 15, 2021, the Bill & Melinda Gates Foundation Trust portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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
|