Bill Gates, the legendary Microsoft co-founder and philanthropist, is sharply deepening his alignment with Warren Buffett’s famed investment philosophy. According to the Bill & Melinda Gates Foundation Trust’s second-quarter 13F filings made public this August, Gates has significantly boosted his stake in Berkshire Hathaway (NYSE: BRK.A/BRK.B). The trust increased its Berkshire position by a staggering 41%, reflecting a bold endorsement of Buffett’s long-term value investing approach.
Now, an eye-popping 67% of the Gates Foundation’s $47 billion portfolio centers on just three companies: Berkshire Hathaway, Caterpillar Inc. (NYSE: CAT), and Coupang Inc. (NYSE: CPNG). By concentrating a majority of its vast resources in these select names, the Gates Foundation echoes the concentrated, conviction-driven portfolios that have made Buffett a legend and added billions to his own bottom line.
Berkshire Hathaway, often called the ultimate “buy and hold” investment, holds appeal for Gates beyond its stellar track record. With diversified revenue streams across insurance, energy, railroads, and consumer products, Berkshire is seen as a stable fortress in times of volatility. Gates’ increase in Berkshire mirrors his trust in Buffett’s leadership and the company’s resilience in unpredictable markets.
Caterpillar Inc. is another pillar in the foundation’s stock portfolio. The construction and mining equipment giant is a play on global infrastructure development and industrial demand. With governments around the world rolling out ambitious infrastructure plans, CAT continues to benefit from heavy investments in public works and renewable energy transitions.
Meanwhile, Coupang — often referred to as the Amazon of South Korea — represents Gates’ belief in the growth of emerging market e-commerce. The company has become indispensable for millions of South Koreans, leveraging logistics and ultra-fast delivery in one of Asia’s fastest-growing online retail markets.
Industry observers note that Gates’ strategy showcases a blend of classic value, global growth, and conviction investing — all while leveraging the insights of his mentor and friend, Warren Buffett. For everyday investors, his moves offer a valuable template: focus capital on a handful of well-researched, high-confidence holdings backed by powerful long-term trends and proven management.
As the Gates Foundation continues to lead on social impact, it’s clear its investment approach remains as disciplined and forward-thinking as ever, ensuring resources are maximized for both return and philanthropy.
