Bill Gates' Foundation Holds Berkshire Hathaway as Its Top Stock, a Signal of Its Preference for Steady Compounders Over Flashy Tech
The Gates Foundation Trust's $34.4 billion equity portfolio reveals a preference for industrial and consumer stocks over technology companies. With Berkshire Hathaway as its largest holding at $7.4 billion, the foundation also maintains significant positions in Caterpillar, Canadian National Railway, Waste Management, and Deere. This strategy demonstrates that solid long-term returns can be achieved through steady compounders rather than volatile tech stocks, while still benefiting from trends like AI-driven data center construction.
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