Invest Like Gates: What Shares Does Microsoft Founder Fund Invest in

By Kjetil Ree – Own work, CC BY-SA 3.0

The Microsoft founder has long since retired from running the business and retained only 1.36% of the company’s shares. In recent years, Gates, whose fortune is approximately $ 113 billion (the second richest person in the world), has been more involved in charity. Together with his wife, back in 2000, he founded the Bill & Melinda Gates Foundation, which finances such projects – its volume exceeds $ 45 billion.

In addition, the fund has a trust that is used for investment – the fund does not only spend money. According to the data report, which was filed with the US Securities and Exchange Commission (SEC), the fund’s investment portfolio in the first quarter of 2020 amounted to $ 17.35 billion.

What shares does the founder of Microsoft fund invest in? We study in our new article.

1. Berkshire Hathaway

This is the largest asset in the fund’s portfolio (47.3% of the total portfolio value). Berkshire Hathaway is the investment company of Warren Buffett, who is considered one of the most successful financiers in history. The holding owns stakes in companies such as Apple, Coca-Cola, American Express.

2. Waste Management

It is the largest US solid waste collection, transport and recycling company. For the first time in the portfolio of Bill and Melinda Gates, the company’s shares appeared in 2002. Today the fund owns over 18.6 million shares of Waste Management.

3. Canadian National Railway

The share of this asset in the portfolio of the Gates fund is 7.66%. The Canadian National Railway is the largest rail network in North America. The Gates Foundation now owns 17.13 million of its shares.

4. Walmart

The world’s largest retail chain, Walmart supermarkets are a true symbol of the United States. The company owns more than 10 thousand stores, many of which are located in America – a global network covers 27 countries. In the Gates portfolio, the share of Walmart shares is 7.6%.

5. Caterpillar

The world’s leading manufacturer of construction, transport and power equipment. The Gates Fund has been investing in Caterpillar for 15 years and now holds 11.26 million shares of the company.

6. Crown Castle International

In turn, this company is the largest supplier of wireless equipment in the United States. The Bill & Melinda Foundation portfolio contains 5.33 million of its shares.

7. Ecolab

A supplier of detergents and disinfectants whose products are primarily used in food service, hospitality, healthcare, retail and education. In recent months, the value of Ecolab securities has risen, now the Gates fund owns 4.36 million shares.

8. United Parcel Service

UPS is one of the world’s largest express document and package delivery companies. In the Gates portfolio, the share of this asset is 2.44%, which is equal to approximately 4.5 million shares.

9. FedEx

Another logistics business. Like UPS, FedEx delivers goods and mail around the world.

10. Schrodinger

This company is developing sophisticated software that helps in the creation of new drugs. Schrodinger went public only in February 2020. Almost immediately, the Gates Foundation acquired 7 million of its shares, which exceeded 11% of the total.

In Russia, shares of Walmart and other American companies can be bought at St. Petersburg Stock Exchange… To do this, you do not need to open an account with a foreign broker, a Russian account will be enough. Open it can be online

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