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Cascade (Gates)
Bill Gates
family office
Portfolio Value
$168.9M
Positions
116
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $4.4M | 17.4K | 2.6% | |
| $4.0M | 12.4K | 2.3% | |
| $3.8M | 10.2K | 2.2% | |
| $3.8M | 11.0K | 2.2% | |
| $3.6M | 17.2K | 2.1% | |
| $3.4M | 11.9K | 2.0% | |
| $3.4M | 66.0K | 2.0% | |
| $3.3M | 12.5K | 2.0% | |
| $3.2M | 5.9K | 1.9% | |
| $3.2M | 33.9K | 1.9% | |
| $3.1M | 20.5K | 1.9% | |
| $3.0M | 4.3K | 1.8% | |
| $2.8M | 35.9K | 1.7% | |
EVERUS CON | $2.7M | 23.1K | 1.6% |
| $2.6M | 8.4K | 1.5% | |
| $2.5M | 21.8K | 1.5% | |
| $2.5M | 9.3K | 1.5% | |
| $2.3M | 9.5K | 1.4% | |
| $2.3M | 7.6K | 1.4% | |
| $2.2M | 12.2K | 1.3% | |
| $2.2M | 14.0K | 1.3% | |
| $2.0M | 15.5K | 1.2% | |
| $2.0M | 12.3K | 1.2% | |
MEDTRONIC | $2.0M | 23.4K | 1.2% |
| $2.0M | 58.6K | 1.2% | |
| $2.0M | 55.8K | 1.2% | |
| $1.9M | 10.2K | 1.1% | |
| $1.9M | 16.2K | 1.1% | |
| $1.8M | 5.2K | 1.1% | |
| $1.8M | 13.9K | 1.1% | |
| $1.8M | 37.8K | 1.1% | |
| $1.8M | 26.4K | 1.1% | |
| $1.8M | 8.8K | 1.1% | |
| $1.8M | 63.5K | 1.1% | |
| $1.8M | 3.1K | 1.1% | |
| $1.8M | 4.7K | 1.0% | |
| $1.8M | 8.0K | 1.0% | |
| $1.7M | 8.3K | 1.0% | |
| $1.7M | 26.0K | 1.0% | |
| $1.7M | 9.9K | 1.0% | |
| $1.6M | 27.8K | 1.0% | |
| $1.6M | 7.9K | 1.0% | |
| $1.6M | 56.5K | 1.0% | |
| $1.6M | 26.4K | 1.0% | |
| $1.6M | 11.0K | 1.0% | |
| $1.6M | 13.6K | 0.9% | |
| $1.6M | 34.7K | 0.9% | |
| $1.5M | 25.2K | 0.9% | |
| $1.5M | 26.6K | 0.9% | |
| $1.5M | 12.1K | 0.9% | |
| $1.5M | 13.5K | 0.9% | |
| $1.4M | 25.9K | 0.9% | |
| $1.4M | 17.7K | 0.9% | |
| $1.4M | 17.5K | 0.9% | |
| $1.4M | 2.9K | 0.8% | |
| $1.4M | 10.7K | 0.8% | |
| $1.4M | 22.6K | 0.8% | |
| $1.4M | 15.7K | 0.8% | |
| $1.4M | 13.9K | 0.8% | |
| $1.3M | 10.7K | 0.8% | |
| $1.3M | 14.1K | 0.8% | |
| $1.3M | 57.3K | 0.8% | |
| $1.3M | 22.7K | 0.8% | |
| $1.3M | 17.1K | 0.8% | |
FIRST TR E | $1.3M | 8.0K | 0.8% |
| $1.3M | 26.0K | 0.7% | |
| $1.3M | 3.8K | 0.7% | |
| $1.3M | 17.0K | 0.7% | |
| $1.2M | 4.1K | 0.7% | |
DOLE PLC | $1.1M | 78.6K | 0.7% |
| $1.1M | 9.0K | 0.6% | |
| $1.1M | 19.3K | 0.6% | |
| $1.1M | 15.3K | 0.6% | |
| $1.1M | 11.6K | 0.6% | |
| $1.1M | 2.2K | 0.6% | |
| $1.0M | 11.9K | 0.6% | |
| $1.0M | 41.1K | 0.6% | |
| $1.0M | 13.5K | 0.6% | |
| $1.0M | 12.7K | 0.6% | |
| $890K | 3.8K | 0.5% | |
| $879K | 22.0K | 0.5% | |
| $864K | 22.8K | 0.5% | |
| $792K | 2.7K | 0.5% | |
| $770K | 66.9K | 0.5% | |
| $767K | 31.4K | 0.5% | |
| $737K | 11.0K | 0.4% | |
| $718K | 1 | 0.4% | |
| $663K | 12.3K | 0.4% | |
EATON CORP | $654K | 1.8K | 0.4% |
| $651K | 14.0K | 0.4% | |
VANGUARD W | $606K | 5.4K | 0.4% |
| $574K | 842 | 0.3% | |
| $562K | 7.5K | 0.3% | |
| $496K | 2.9K | 0.3% | |
SPDR SERIE | $491K | 8.7K | 0.3% |
SCHWAB STR | $475K | 15.6K | 0.3% |
| $452K | 1.0K | 0.3% | |
WISDOMTREE | $428K | 8.5K | 0.3% |
| $394K | 606 | 0.2% | |
| $385K | 2.8K | 0.2% | |
| $333K | 2.3K | 0.2% | |
| $326K | 758 | 0.2% | |
T ROWE PRI | $325K | 7.4K | 0.2% |
| $305K | 1.1K | 0.2% | |
| $304K | 1.6K | 0.2% | |
| $280K | 429 | 0.2% | |
| $279K | 3.0K | 0.2% | |
| $253K | 3.3K | 0.1% | |
| $252K | 1.3K | 0.1% | |
SCHWAB STR | $251K | 8.6K | 0.1% |
| $234K | 270 | 0.1% | |
| $233K | 2.3K | 0.1% | |
| $231K | 11.1K | 0.1% | |
| $229K | 230 | 0.1% | |
| $217K | 960 | 0.1% | |
| $205K | 988 | 0.1% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $168.9M | 116 | View on EDGAR |
| 2025-12-31 | 2026-01-14 | $170.0M | 113 | View on EDGAR |
| 2025-09-30 | 2025-10-09 | $165.1M | 115 | View on EDGAR |
| 2025-06-30 | 2025-07-25 | $155.7M | 110 | View on EDGAR |
| 2025-03-31 | 2025-04-08 | $148.0M | 113 | View on EDGAR |
| 2024-12-31 | 2025-01-22 | $155.9M | 113 | View on EDGAR |
| 2024-09-30 | 2024-10-02 | $157.1M | 111 | View on EDGAR |
| 2024-06-30 | 2024-07-08 | $148.2M | 111 | View on EDGAR |