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First Eagle InvestmentvsBill Gates

Side-by-side current 13F portfolio comparison · 7 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
1.0%
Whale B
Bill Gates
Gates Foundation Trust
AUM
$35.4B
Positions
23
Shared %
63.8%
Common holdings · 7
Stocks both whales currently hold — sorted by combined value
StockFirst weightBill weightFirst valueBill value
BRK-B · Berkshire Hathaway Inc. Del0.0%27.6%$26M$9.8B
CNI · Canadian Natl Ry Co.0.0%14.5%$176K$5.1B
MSFT · Microsoft Corp.0.5%10.5%$270M$3.7B
DE · Deere & Co.0.4%4.7%$243M$1.7B
ECL · Ecolab Inc.0.0%3.9%$4K$1.4B
KOF · Coca-Cola Femsa Sab De Cv0.1%1.7%$35M$589M
WCN · Waste Connections Inc.0.0%1.0%$4K$358M
Unique to First Eagle Investment
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.4.1%$2.3B
BDX · Becton Dickinson & Co.4.0%$2.3B
META · Meta Platforms, Inc.3.7%$2.1B
WPM · Wheaton Precious Metals Corp.3.2%$1.8B
TSM · Taiwan Semiconductor Mfg Ltd.3.2%$1.8B
HCA · Hca Healthcare Inc.3.0%$1.7B
ORCL · Oracle Corp.2.8%$1.6B
IMO · Imperial Oil Ltd.2.8%$1.6B
CHRW · C H Robinson Worldwide Inc.2.6%$1.5B
ELV · Elevance Health Inc. Formerly2.5%$1.4B
Unique to Bill Gates
Top 10 by value held — not in the other's portfolio
StockWeightValue
WM · Waste Mgmt Inc. Del18.0%$6.4B
CAT · Caterpillar Inc.10.3%$3.6B
WMT · Walmart Inc.2.6%$935M
FDX · Fedex Corp.1.9%$689M
CPNG · Coupang Inc.0.6%$218M
55825T103 · Madison Square Grdn Sprt Cor0.4%$153M
SDGR · Schrodinger Inc.0.4%$125M
WST · West Pharmaceutical Svsc Inc.0.3%$122M
PCAR · Paccar Inc.0.3%$110M
BUD · Anheuser Busch Inbev Sa/Nv0.3%$109M
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★ WatchlistData from SEC EDGAR · whalstreet.com