§ 13F · FUND PROFILE
Mine & Arao Wealth Creation & Management.
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 · $276M (13F)Positions · 78Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 70K | $51M | 18.6% | −3% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 56K | $42M | 15.1% | ±0% |
| 3 | DIA | STATE STR SPDR DOW JONES IND | 52K | $27M | 9.9% | ±0% |
| 4 | AAPL | APPLE INC | 87K | $25M | 9.1% | −1% |
| 5 | NVDA | NVIDIA CORPORATION | 84K | $17M | 6.1% | +1% |
| 6 | AMZN | AMAZON COM INC | 64K | $15M | 5.5% | +1% |
| 7 | GOOG | ALPHABET INC | 36K | $13M | 4.5% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 26K | $8M | 3.1% | +2% |
| 9 | SDY | SPDR SERIES TRUST | 45K | $7M | 2.5% | +6% |
| 10 | V | VISA INC | 16K | $5M | 2.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MINE 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.
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