Billionaire Bill Gates Has 65% of His Foundation’s $44 Billion Portfolio Invested in 3 Phenomenal Stocks
From Nasdaq: 2025-02-23 04:10:00
Bill Gates could have been worth over $1 trillion if he kept all his Microsoft shares since the IPO in 1986. Despite selling some for a diversified portfolio, he’s still worth over $100 billion. Gates and ex-wife Melinda have given away $47.7 billion, with Warren Buffett being the only person donating more. Buffett’s donations include shares to the Gates Foundation. The foundation holds $44 billion in equity investments, with 65% in three stocks, including Microsoft. Microsoft’s AI growth has boosted its stock by over 70% since 2022, with Gates donating shares to the foundation.
Gates’ foundation holds 26% of Microsoft shares worth $11.8 billion, benefiting from AI spending growth. Microsoft’s Azure platform and AI services have thrived, with investments in OpenAI. The company integrates AI into its enterprise software, attracting businesses. With a forward P/E of 31, Microsoft’s strong cash flow and AI potential justify its premium valuation. Berkshire Hathaway represents 22% of the foundation’s holdings, with shares worth $9.5 billion. Buffett donates Berkshire shares annually, with the trust managing its assets to meet his donation requirements.
Berkshire’s equity investments and cash position contribute to its $1 trillion value. The company’s operating income growth and strong insurance business results have driven stock performance. Waste Management, a 17% holding in the trust, offers steady growth and competitive advantages in waste services. Acquisitions like Stericycle and operational efficiencies enhance its margins. Waste Management’s 2025 outlook includes revenue and earnings growth, making it a solid long-term investment. The Gates Foundation’s investment strategy reflects Gates and Buffett’s influence, focusing on long-term value and financial sustainability.
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