Analyzing Bill Gates' Updated Stock Portfolio

Thursday, 15 August 2024, 10:45

In the latest 13F holdings report, Bill Gates' stock portfolio shows minimal changes for the quarter ending June 30. He notably increased his stake in Berkshire Hathaway by 42.29% while trimming his holdings in Microsoft by 4.41%. Despite selling Carvana shares completely, Microsoft remains his largest investment. Overall, his portfolio is valued at approximately $47.67 billion, indicating a conservative approach amid recent market fluctuations.
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Analyzing Bill Gates' Updated Stock Portfolio

Overview of Bill Gates' Portfolio

Stock traders eagerly analyze the quarterly 13F holdings report to understand investment trends among billionaire investors. Bill Gates, founder of Microsoft, has had a relatively quiet trading quarter leading up to June 30, maintaining a diversified portfolio worth $47,666,955,000.

Portfolio Changes

  • Gates made just one significant purchase: Berkshire Hathaway (NYSE: BRK.B), where he nearly doubled his position by acquiring 7,317,105 shares, marking a 42.29% increase.
  • He reduced his Microsoft stake, selling 1,610,000 shares, which is a 4.41% decrease.
  • The only complete divestment was from Carvana (NYSE: CVNA), where he offloaded 520,000 shares.

Remaining Holdings

Despite recent sales, Microsoft's stock remains Gates' largest holding, constituting 32.71% of his portfolio. His investment strategy seems to reflect caution, as he holds on to robust assets like Waste Management (NYSE: WM) and Canadian National Railway (NYSE: CNI).

Conclusion

As stock markets continue to fluctuate, Gates' conservative approach towards his portfolio highlights a strategic focus on maintaining significant long-term holdings while cautiously navigating market dynamics.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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