Bill Gates' Q2 2025 Portfolio Update: Berkshire Hathaway Inc. Holdings Rise

Bill Gates increased his stake in Berkshire Hathaway Inc by 40.48%, adding 6,951,249 shares to his portfolio. He also reduced his position in Microsoft Corp by 7.96%, selling 2,266,040 shares. Gates' portfolio includes 25 stocks, with top holdings in Microsoft Corp, Berkshire Hathaway Inc, Waste Management Inc, Canadian National Railway Co, and Caterpillar Inc. The holdings are mainly concentrated in 9 industries.

In the second quarter of 2025, Bill Gates, the renowned business magnate, made significant adjustments to his investment portfolio. According to the latest 13F filing, Gates increased his stake in Berkshire Hathaway Inc (NYSE:BRK.B) by 40.48%, adding 6,951,249 shares to his portfolio. This move represents a substantial increase, bringing his total holding to 24,123,684 shares, valued at $11,718,561,980 [1].

Concurrently, Gates reduced his position in Microsoft Corp (NASDAQ:MSFT) by 7.96%, selling 2,266,040 shares. This adjustment resulted in a total share count of 24,123,684 shares, down from 26,389,684 shares [1].

Gates' portfolio now consists of 25 stocks, with Microsoft Corp remaining the top holding at 27.27%, followed by Berkshire Hathaway Inc at 24.53%, Waste Management Inc (NYSE:WM) at 15.44%, Canadian National Railway Co (NYSE:CNI) at 11.94%, and Caterpillar Inc (NYSE:CAT) at 5.97% [1]. The holdings are primarily concentrated in nine industries, including Industrials, Technology, Financial Services, Consumer Defensive, Basic Materials, Consumer Cyclical, Healthcare, Real Estate, and Communication Services.

Berkshire Hathaway's recent 13F filing also revealed notable changes in its portfolio. The company added stakes in UnitedHealth, Nucor, Lennar, DR Horton, and Lamar, while reducing positions in Apple, Bank of America, Charter Communications, and DaVita. These adjustments indicate a strategic shift in Berkshire Hathaway's investment approach, focusing on long-term growth and stability [2].

The Gates Foundation Trust, managed by an outside team of portfolio managers with input from Bill and Melinda Gates, also reflects a similar investment philosophy. The foundation's top equity holding is Microsoft, but the rest of the portfolio is diversified across various sectors, with a focus on companies with wide moats and fair valuation [3].

Gates' investment strategy, influenced by Warren Buffett's approach, emphasizes long-term investment in a few outstanding companies. This strategy has been successful, with the Gates Foundation Trust holding significant stakes in Microsoft and Berkshire Hathaway, among others [3].

References:
[1] https://finance.yahoo.com/news/bill-gates-strategic-move-significant-150404813.html
[2] https://www.ainvest.com/news/berkshire-hathaway-q2-portfolio-stakes-unitedhealth-nucor-trimmed-apple-holding-2508/
[3] https://www.nasdaq.com/articles/billionaire-bill-gates-has-67-his-foundations-45-billion-portfolio-invested-3-marvelous