Bill Gates Portfolio Stock List: Top 5 Stocks

2. Berkshire Hathaway Inc. (NYSE:BRK-A)

Number of Hedge Fund Holders: 104    

Berkshire Hathaway Inc. (NYSE:BRK-A) engages in insurance, freight rail transportation, and utility businesses worldwide. On September 21, Edward Jones analyst James Shanahan upgraded Berkshire Hathaway Inc. (NYSE:BRK-A) stock to Buy from Hold. Latest data shows that Bill & Melinda Gates Foundation Trust holds more than 29 million shares in the company worth more than $7.9 billion, representing 23% of the portfolio. 

At the end of the third quarter of 2022, 104 hedge funds in the database of Insider Monkey held stakes worth $15 billion in Berkshire Hathaway Inc. (NYSE:BRK-A), compared to 109 in the preceding quarter worth $17.3 billion.

In its Q3 2022 investor letter, Black Bear Value Partners, an asset management firm, highlighted a few stocks and Berkshire Hathaway Inc. (NYSE:BRK-A) was one of them. Here is what the fund said:

“Going forward I expect Berkshire Hathaway Inc. (NYSE:BRK-A) to compound at above-average returns from this price. BRK is a collection of high-quality businesses, excellent management, and a good amount of optionality in their cash position. If the cash were to be deployed accretive, the true value would be greater than an 8% premium (as mentioned above). The combination of a pie that is growing, an increasing share of said pie due to stock buybacks, upside optionality from cash and a tight range of likely business outcomes that span a variety of economic futures gives me comfort in continuing to own Berkshire.”