§ 13F · FUND PROFILE
Cascade Investment (Gates).
Cascade Investment is Bill Gates' family office, managing a diversified $246.1 billion portfolio across 77 positions. While historically known for concentrated, long-term holdings in individual companies, its 13F equity holdings also reflect significant allocations to broad-market index funds such as QQQ and SPY.
AUM · $246M (13F)Positions · 77Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 72K | $41M | 17.4% | −3% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 56K | $36M | 15.3% | −2% |
| 3 | DIA | STATE STR SPDR DOW JONES IND | 52K | $24M | 10.1% | −2% |
| 4 | AAPL | APPLE INC | 88K | $22M | 9.3% | −2% |
| 5 | NVDA | NVIDIA CORPORATION | 83K | $14M | 6.1% | −4% |
| 6 | AMZN | AMAZON COM INC | 64K | $13M | 5.6% | −1% |
| 7 | GOOG | ALPHABET INC | 36K | $10M | 4.3% | −2% |
| 8 | JPM | JPMORGAN CHASE & CO | 25K | $7M | 3.1% | +1% |
| 9 | SDY | SPDR SERIES TRUST | 43K | $6M | 2.6% | +3% |
| 10 | V | VISA INC | 15K | $5M | 1.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CASCADE SIGNAL
AC read
Cascade Investment (Gates) is classified as a Other Institutional fund with $246.1B in AUM across 77 positions. With a quarterly turnover of unknown and an HHI of unknown, this is a unknown concentration, unknown activity portfolio. This quarter saw 0 new positions and 0 exits.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed