Bill Gates Portfolio: 4 Most Recent Investments

In this article, we discuss the 4 most recent investments of Bill Gates. If you want to read our detailed analysis of these stocks, go directly to Bill Gates Portfolio: Most Recent Investments.

4. Madison Square Garden Sports Corp. (NYSE:MSGS)

Number of Hedge Fund Holders: 35   

Madison Square Garden Sports Corp. (NYSE:MSGS) is a professional sports firm. It recently posted earnings for the first fiscal quarter, beating estimates on earnings per share by $0.36 and reporting a revenue of more than $18 million. 

Bill & Melinda Gates Foundation Trust owned 278,147 million shares in Madison Square Garden Sports Corp. (NYSE:MSGS) at the end of September 2021 worth $51 million, representing 0.22% of the portfolio. 

Among the hedge funds being tracked by Insider Monkey, California-based investment firm Silver Lake Partners is a leading shareholder in Madison Square Garden Sports Corp. (NYSE:MSGS) with 1.8 million shares worth more than $353 million. 

At the end of the third quarter of 2021, 35 hedge funds in the database of Insider Monkey held stakes worth $1.1 billion in Madison Square Garden Sports Corp. (NYSE:MSGS), down from 37 in the preceding quarter worth $954 million.

3. Affirm Holdings, Inc. (NASDAQ:AFRM)

Number of Hedge Fund Holders: 39

Affirm Holdings, Inc. (NASDAQ:AFRM) owns and runs a digital and mobile-first commerce platform. The company recently posted earnings for the first fiscal quarter, reporting a revenue of $269 million, up 54% year-on-year and beating estimates by $20 million. 

Latest data shows that Bill & Melinda Gates Foundation Trust owned 35,229 shares of Affirm Holdings, Inc. (NASDAQ:AFRM) at the end of the third quarter of 2021 worth $4.1 million, representing 0.01% of the portfolio. 

Among the hedge funds being tracked by Insider Monkey, New York-based investment firm Melvin Capital Management is a leading shareholder in Affirm Holdings, Inc. (NASDAQ:AFRM) with 3.2 million shares worth more than $381 million.

At the end of the third quarter of 2021, 39 hedge funds in the database of Insider Monkey held stakes worth $1.4 billion in Affirm Holdings, Inc. (NASDAQ:AFRM), up from 25 in the previous quarter worth $823 million.

2. On Holding AG (NYSE:ONON)

Number of Hedge Fund Holders: 30    

On Holding AG (NYSE:ONON) makes and sells sports products. Regulatory filings show that Bill & Melinda Gates Foundation Trust owned 500,000 shares in the company at the end of the third quarter of 2021 worth over $15 million, representing 0.06% of the portfolio. 

Credit Suisse analyst Michael Binetti recently maintained an Outperform rating on On Holding AG (NYSE:ONON) stock and raised the price target to $49 from $38, appreciating the third quarter earnings report of the firm. 

At the end of the third quarter of 2021, 30 hedge funds in the database of Insider Monkey held stakes worth $832 million in On Holding AG (NYSE:ONON).

1. Weber Inc. (NYSE:WEBR)

Number of Hedge Fund Holders: 10   

Weber Inc. (NYSE:WEBR) makes and sells outdoor cooking products. It has solid fundamentals and recently initiated a quarterly dividend payment, declaring a dividend of $0.04 per share. The forward yield was 0.98%.

According to the latest data, Bill & Melinda Gates Foundation Trust owned 2.5 million shares in Weber Inc. (NYSE:WEBR) at the end of September 2021 worth $43 million, representing 0.18% of the portfolio. 

At the end of the third quarter of 2021, 10 hedge funds in the database of Insider Monkey held stakes worth $57 million in Weber Inc. (NYSE:WEBR). 

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