Bill & Melinda Gates Foundation Trust
As of Q2 2026, Bill & Melinda Gates Foundation Trust reported 24 long-equity positions worth $34.42B in aggregate.
Copy-investor backtest
- Latest quarter
- +4.27%
- 1-year
- +14.42%
- 3-year
- +50.53%
- 5-year
- +73.32%
- 3-year vs S&P 500
- -22.71%
- 5-year vs S&P 500
- -0.37%
- 5-year top 5
- +85.31%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -13.8% | 21.35% | 14,689,844 | $7.35B | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |
| HD | HOME DEPOT INC | New | 1.02% | 1,000,000 | $352.68M | $352.68 | $289.10 - $353.55(99%)$329.56 -> $352.68 |
| FDXF | FEDEX FGHT HLDG CO INC | New | 0.52% | 1,192,181 | $180.02M | $151.00 | - |
| WM | WASTE MGMT INC DEL | Reduce -3.3% | 17.30% | 26,720,744 | $5.96B | $222.88 | $210.12 - $236.12(49%)$231.00 -> $222.88 |
| FDX | FEDEX CORP | Reduce -19.4%1.241:1 split | 2.17% | 2,384,362 | $746.62M | $313.13 | $284.85 - $413.87(22%)$289.53 -> $313.10 |