Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 25 | |
| Portfolio Value | $41.81B |
Bill & Melinda Gates Foundation Trust Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 6.0 years | Style | Average duration positions are maintained |
| Position Count | 75 | Style | Number of active positions in portfolio |
| Position Size | 9.1% | Risk | Typical allocation per position |
| Win Rate | 55.4% | Performance | Percentage of profitable positions |
| Average Return | 2311.4% | Performance | Mean return across positions |
| Sharpe Ratio | 0.15 | Performance | Return per unit of risk taken |
Investment Case Study: MICROSOFT CORP (MSFT)
6/30/2017 - 8/5/2025
Performance Metrics
Total Return: 3,446.30%
Holding Period: 2958 days
Max Position Size: $15,593,905,379.00
Position Weight: 18.09%
Key Events
6/30/2017: ENTRY(64,000,000.00 shares) @ $0.07
9/30/2017: DECREASE(-8,000,000.00 shares) @ $0.07
12/31/2017: DECREASE(-8,000,000.00 shares) @ $0.09
3/31/2018: DECREASE(-8,000,000.00 shares) @ $0.09
6/30/2018: DECREASE(-8,000,000.00 shares) @ $0.10
9/30/2018: DECREASE(-8,000,000.00 shares) @ $0.11
12/31/2018: DECREASE(-8,000,000.00 shares) @ $0.10
3/31/2019: DECREASE(-8,000,000.00 shares) @ $0.12
9/30/2021: DECREASE(-5,062,297.00 shares) @ $0.28
12/31/2021: DECREASE(-1,000,000.00 shares) @ $0.34
3/31/2022: DECREASE(-993,083.00 shares) @ $0.31
9/30/2022: INCREASE(38,320,050.00 shares) @ $0.23
9/30/2023: INCREASE(21,500.00 shares) @ $315.75
12/31/2023: DECREASE(-1,075,301.00 shares) @ $376.04
3/31/2024: DECREASE(-1,711,272.00 shares) @ $420.72
6/30/2024: DECREASE(-1,610,000.00 shares) @ $446.95
9/30/2024: DECREASE(-5,932,350.00 shares) @ $430.30
12/31/2024: DECREASE(-500,000.00 shares) @ $421.50
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure