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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

25 changes from Bill Gates (Gates Foundation Trust), filed 2025-05-15 for period end 2025-03-31.

$41.8B portfolio value
StockActionChangeCurrentPortfolio Impact
594918104
MICROSOFT CORP
Reduced-$1.3B$10.7B3.14%
94106L109
WASTE MGMT INC DEL
Increased$958.0M$7.5B2.29%
149123101
CATERPILLAR INC
Reduced-$242.4M$2.4B0.58%
84670702
BERKSHIRE HATHAWAY INC DEL
Increased$236.5M$9.1B0.57%
136375102
CANADIAN NATL RY CO
Reduced-$222.0M$5.3B0.53%
244199105
DEERE & CO
Increased$162.4M$1.7B0.39%
278865100
ECOLAB INC
Increased$100.2M$1.3B0.24%
955306105
WEST PHARMACEUTICAL SVSC INC
New$99.5M$99.5M0.24%
31428X106
FEDEX CORP
Reduced-$95.2M$617.8M0.23%
191241108
COCA-COLA FEMSA SAB DE CV
Increased$83.3M$567.3M0.20%
94106B101
WASTE CONNECTIONS INC
Increased$50.7M$419.5M0.12%
931142103
WALMART INC
Reduced-$23.3M$798.1M0.06%
03524A108
ANHEUSER BUSCH INBEV SA/NV
Increased$19.6M$104.8M0.05%
22822V101
CROWN CASTLE INC
Increased$19.1M$148.0M0.05%
55825T103
MADISON SQUARE GRDN SPRT COR
Reduced-$18.3M$115.4M0.04%
911312106
UNITED PARCEL SERVICE INC
Reduced-$12.2M$83.1M0.03%
235851102
DANAHER CORPORATION
Reduced-$9.2M$76.5M0.02%
580135101
MCDONALDS CORP
Increased$7.5M$104.6M0.02%
693718108
PACCAR INC
Reduced-$6.7M$97.4M0.02%
H5919C104
ON HLDG AG
Reduced-$5.4M$22.0M0.01%
80810D103
SCHRODINGER INC
Increased$3.1M$137.8M0.01%
440452100
HORMEL FOODS CORP
Reduced-$943,974$67.9M0.00%
500754106
KRAFT HEINZ CO
Reduced-$734,328$79.8M0.00%
92338C103
VERALTO CORP
Reduced-$547,065$12.1M0.00%
22266T109
COUPANG INC
Reduced-$462,402$202.8M0.00%

Evidence

Related Cards

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Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in NVIDIA CORPORATION (67066G104) on 2025-05-15, covering period end 2025-03-31.

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David Tepper

David Tepper (Appaloosa) filed a 13F change in SPDR SER TR (78468R796) on 2025-05-15, covering period end 2025-03-31.

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Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in APPLE INC (37833100) on 2025-05-15, covering period end 2025-03-31.

Bill Gates (Gates Foundation Trust) disclosed increased in WASTE MGMT INC DEL | TradingNote AI