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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 2025-11-14 for period end 2025-09-30.

$36.6B portfolio value
StockActionChangeCurrentPortfolio Impact
594918104
MICROSOFT CORP
Reduced-$8.3B$4.8B22.60%
94106L109
WASTE MGMT INC DEL
Reduced-$986.3M$6.4B2.70%
136375102
CANADIAN NATL RY CO
Reduced-$816.9M$4.9B2.23%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$776.3M$10.9B2.12%
244199105
DEERE & CO
Reduced-$182.2M$1.6B0.50%
149123101
CATERPILLAR INC
Increased$176.9M$3.0B0.48%
22822V101
CROWN CASTLE INC
Sold out-$145.9M$00.40%
191241108
COCA-COLA FEMSA SAB DE CV
Reduced-$84.7M$516.4M0.23%
911312106
UNITED PARCEL SERVICE INC
Sold out-$76.2M$00.21%
94106B101
WASTE CONNECTIONS INC
Reduced-$42.8M$358.5M0.12%
931142103
WALMART INC
Reduced-$24.1M$864.7M0.07%
278865100
ECOLAB INC
Increased$23.1M$1.4B0.06%
22266T109
COUPANG INC
Increased$20.7M$297.8M0.06%
955306105
WEST PHARMACEUTICAL SVSC INC
Increased$19.3M$116.6M0.05%
03524A108
ANHEUSER BUSCH INBEV SA/NV
Reduced-$15.5M$101.5M0.04%
440452100
HORMEL FOODS CORP
Reduced-$14.8M$51.6M0.04%
31428X106
FEDEX CORP
Reduced-$13.8M$562.3M0.04%
55825T103
MADISON SQUARE GRDN SPRT COR
Increased$10.7M$134.5M0.03%
H5919C104
ON HLDG AG
Reduced-$4.8M$21.2M0.01%
580135101
MCDONALDS CORP
Increased$3.9M$101.8M0.01%
500754106
KRAFT HEINZ CO
Reduced-$3.3M$64.4M0.01%
693718108
PACCAR INC
Increased$3.3M$98.3M0.01%
92338C103
VERALTO CORP
Increased$703,725$13.3M0.00%
80810D103
SCHRODINGER INC
Reduced-$418,900$140.1M0.00%
235851102
DANAHER CORPORATION
Increased$268,560$74.0M0.00%

Evidence

Related Cards

LA

Leopold Aschenbrenner

Leopold Aschenbrenner (Situational Awareness) filed a 13F change in COREWEAVE INC (21873S108) on 2025-11-14, covering period end 2025-09-30.

PT
Sold out464287655

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2025-11-14, covering period end 2025-09-30.

BG
Reduced594918104

Bill Gates

Bill Gates (Gates Foundation Trust) filed a 13F change in MICROSOFT CORP (594918104) on 2025-11-14, covering period end 2025-09-30.

Bill Gates (Gates Foundation Trust) disclosed reduced in WALMART INC | TradingNote AI