13F filing recap · Q4 2021

What did Bill & Melinda Gates Foundation Trust buy in Q4 2021?

Reported stock-position changes between this filing and the previous one.

Stock value

$22.97B

Positions

Estimated turnover

12.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

CPCanadian Pacific Kansas City Ltd/cn$178.31Mreported value+2.48M shares SAFMSanderson Farms, Inc.$100.17Mreported value+524.2K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$10.07Breported value-5.00M shares-12.9%MSFTMicrosoft Corporation$651.69Mreported value-1.00M shares-34.0%TVGrupo Televisa, S.a.b.$65.95Mreported value-9.26M shares-56.8%

Exited positions

KSUKansas City Southern$592.70Mprior reported value-2.19M shares-100.0%AFRMAffirm Holdings, Inc.$4.20Mprior reported value-35.2K shares-100.0%