Bill Gates has 66% of his foundation's $45 billion portfolio invested in Microsoft, Berkshire Hathaway, and Waste Management.

From Nasdaq: 2025-06-29 18:35:00

Bill Gates, with a net worth over $100 billion, has donated more than $60 billion to the Gates Foundation since its establishment in 2000. His investments, including a stake in Microsoft (NASDAQ: MSFT), reflect lessons from Warren Buffett. The foundation’s portfolio is highly concentrated, with two-thirds held in three top stocks.

Microsoft, with a 31.1% stake in the foundation’s portfolio, has seen record highs fueled by AI strength. Azure’s leading cloud platform status and strong growth indicate future potential. Integrating AI into enterprise software has boosted revenue and profit growth, making the premium stock price justifiable for investors.

Berkshire Hathaway, with an 18.4% stake in the foundation’s portfolio, has faced challenges like natural disasters impacting its insurance segment. Despite Buffett’s retirement announcement, the company’s value remains high, with a price-to-book ratio of 1.6. Holding over $8 billion worth of shares, it continues to seek good value investments.

Waste Management, making up 16.2% of the foundation’s portfolio, demonstrates successful long-term value investing. With a strong competitive moat and revenue growth projections, the company offers opportunities for dividend growth investors. Its focus on acquisitions and cost synergies bodes well for future growth and cash flow potential.



Read more at Nasdaq: Billionaire Bill Gates Has 66% of His Foundation’s $45 Billion Portfolio Invested in 3 Outstanding Stocks