Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q4 2020)
According to the SEC 13F filed on Feb 12, 2021, the Bill & Melinda Gates Foundation Trust portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2020. 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 Q4 2020, the filing reported:
New Buys - None reported
Increases - Schrodinger, Inc.
Reductions - Apple Inc., Amazon.com, Inc., Berkshire Hathaway Inc. New, Canadian National Railway Compa, Alphabet Inc., and 3 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 |
|---|---|---|---|
|
Q4 2020
|
AAPL
Apple Inc.
|
Sell |
-1,002,088
|
|
Q4 2020
|
AMZN
Amazon.com, Inc.
|
Sell |
-30,230
|
|
Q4 2020
|
BABA
Alibaba Group Holding Limited
|
Sell - Position Exit |
-552,383
|
|
Q4 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-5,000,000
|
|
Q4 2020
|
BXP
BXP, Inc.
|
Sell - Position Exit |
-1,099,310
|
|
Q4 2020
|
CNI
Canadian National Railway Compa
|
Sell |
-147,606
|
|
Q4 2020
|
GOOG
Alphabet Inc.
|
Sell |
-21,490
|
|
Q4 2020
|
GOOGL
Alphabet Inc.
|
Sell |
-21,553
|
|
Q4 2020
|
LILA
Liberty Latin America Ltd
|
Sell |
-93,981
|
|
Q4 2020
|
LILAK
Liberty Latin America Ltd
|
Sell |
-258,303
|
|
Q4 2020
|
SDGR
Schrodinger, Inc.
|
Buy |
+2,000,000
|
|
Q4 2020
|
UBER
Uber Technologies, Inc.
|
Sell - Position Exit |
-26,767
|