Tom RussovsBill Gates

Side-by-side current 13F portfolio comparison · 6 shared positions

Whale A

Gardner Russo & Quinn LLC

AUM

$9.3B

Positions

Shared %

6.1%

Whale B

Gates Foundation Trust

AUM

$35.4B

Positions

Shared %

51.5%

Common holdings · 6

Stocks both whales currently hold — sorted by combined value

Stock	Tom weight	Bill weight	Tom value	Bill value
BRK-B · Berkshire Hathaway Inc. Del	6.1%	27.6%	$566M	$9.8B
MSFT · Microsoft Corp.	0.0%	10.5%	$2M	$3.7B
CAT · Caterpillar Inc.	0.0%	10.3%	$315K	$3.6B
WMT · Walmart Inc.	0.0%	2.6%	$1M	$935M
MCD · Mcdonalds Corp.	0.0%	0.3%	$277K	$102M
HRL · Hormel Foods Corp.	0.0%	0.1%	$470K	$49M

Unique to Tom Russo

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
GOOG · Alphabet Inc.	13.3%	$1.2B
BRK-A · Berkshire Hathaway Inc. Del	12.1%	$1.1B
MA · Mastercard Inc.	9.8%	$905M
H25662182 · Compagnie Financiere Richemont	8.2%	$761M
PM · Philip Morris Intl Inc.	8.1%	$753M
N39338194 · Heineken Holding Nv	7.3%	$674M
641069406 · Nestle Sa Sponsored Adr	6.0%	$555M
NFLX · Netflix Inc.	5.1%	$469M
MLM · Martin Marietta Matls Inc.	4.9%	$452M
UBER · Uber Technologies Inc.	4.5%	$420M

Unique to Bill Gates

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
WM · Waste Mgmt Inc. Del	18.0%	$6.4B
CNI · Canadian Natl Ry Co.	14.5%	$5.1B
DE · Deere & Co.	4.7%	$1.7B
ECL · Ecolab Inc.	3.9%	$1.4B
FDX · Fedex Corp.	1.9%	$689M
KOF · Coca-Cola Femsa Sab De Cv	1.7%	$589M
WCN · Waste Connections Inc.	1.0%	$358M
CPNG · Coupang Inc.	0.6%	$218M
55825T103 · Madison Square Grdn Sprt Cor	0.4%	$153M
SDGR · Schrodinger Inc.	0.4%	$125M

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com