Gates Foundation’s Latest 13F Shows New Stakes in United Parcel Service and Walgreens Boots Alliance

Next in line comes Walgreens Boots Alliance Inc (NASDAQ:WBA), a pharmaceutical retailer formed after the merger between Walgreens and Alliance Boots. Gates Foundation reported ownership of 3.47 million shares, valued at $264.83 million. Walgreens Boots Alliance Inc (NASDAQ:WBA), being already a pretty popular stock among investors, after the merger gained even more attention from bulls. In this way, at the end of 2014, out of over 700 funds that we track, 70 reported holding some $7.0 billion worth of Walgreens Boots Alliance Inc (NASDAQ:WBA)’s stock, including 13 billionaire investors, among which are Barry Rosenstein of JANA Partners and Andreas Halvorsen of Viking Global. In both equity portfolios, the pharmaceutical retailer is one of the top positions in terms of value, with JANA holding some 13.75 million shares and Viking holding 18.93 million shares.

In comparison with the previous new picks, Gates Foundation stake in Diamond Foods, Inc. (NASDAQ:DMND) is very small. The holding is actually the smallest in the equity portfolio managed by Mr. Larson and contains 10,412 shares, valued at $294,000. Diamond Foods, Inc. (NASDAQ:DMND) is a 839 million packaged food company that is engaged in selling and distributing snack products and culinary, in-shell and ingredient nuts. The stock of the company lost 11% in the last 52-weeks and investors seem to have mixed feelings about the company’s prospects. Among funds that we track, the largest shareholder of Diamond Foods, Inc. (NASDAQ:DMND) is Howard Marks’ Oaktree Capital Management, that owns around 4.42 million shares as of the end of 2014, flat on the quarter, while Steven Cohen‘s Point72 Asset Management cut its stake by 40% on the quarter to 496,400 shares.

Disclosure: none