Skip to main content
Focused investors/Bill & Melinda Gates Foundation Trust

Bill & Melinda Gates Foundation Trust

As of Q1 2026, this manager reported 22 long-equity positions worth $31.67B in aggregate.

As of Q1 2026, Bill & Melinda Gates Foundation Trust's Bill & Melinda Gates Foundation Trust held 22 long-equity positions with a reported value of $31.67B.

Get email alerts when Bill & Melinda Gates Foundation Trust files a new 13F — sign in or create a free account.

Reported portfolio value

This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.

Latest: $31.67B
Peak: $47.78B (Q2 2025)
Positions: 22
Reported portfolio value by quarterQuarterly total reported 13F value for this manager.$0$12.5B$25B$37.5B$50B2015201720192021202220242026PeriodReported value
Quarterly rows

This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.

PeriodFiledHoldingsTotal valueDelta value
Q1 20262026-03-3122$31.67B-$3.69B(-10.4%)
Q4 20252025-12-3123$35.36B-$1.22B(-3.3%)
Q3 20252025-09-3023$36.58B-$11.2B(-23.4%)
Q2 20252025-06-3025$47.78B+$5.97B(+14.3%)
Q1 20252025-03-3125$41.81B-$209.5M(-0.5%)
Q4 20242024-12-3124$42.02B-$3.07B(-6.8%)
Q3 20242024-09-3024$45.09B-$2.58B(-5.4%)
Q2 20242024-06-3023$47.67B+$1.81B(+3.9%)
Q1 20242024-03-3124$45.86B+$3.58B(+8.5%)
Q4 20232023-12-3124$42.28B+$3.37B(+8.7%)
Q3 20232023-09-3074$38.91B-$3.15B(-7.5%)
Q2 20232023-06-3023$42.06B+$5.6B(+15.4%)
Q1 20232023-03-3122$36.46B+$736.36M(+2.1%)
Q4 20222022-12-3123$35.73B+$1.74B(+5.1%)
Q3 20222022-09-3021$33.99B+$16.31B(+92.2%)
Q2 20222022-06-3020$17.68B-$2.08B(-10.5%)
Q1 20222022-03-3118$19.77B-$3.21B(-14.0%)
Q4 20212021-12-3122$22.97B-$219.09M(-0.9%)
Q3 20212021-09-3022$23.19B-$675.54M(-2.8%)
Q2 20212021-06-3015$23.87B+$2.91B(+13.9%)
Q1 20212021-03-3117$20.96B-$1.38B(-6.2%)
Q4 20202020-12-3121$22.34B+$259.29M(+1.2%)
Q3 20202020-09-3024$22.08B+$4.21B(+23.6%)
Q2 20202020-06-3023$17.86B+$512M(+3.0%)
Q1 20202020-03-3123$17.35B-$4B(-18.7%)
Q4 20192019-12-3116$21.35B+$128.29M(+0.6%)
Q3 20192019-09-3018$21.23B+$1.4B(+7.0%)
Q2 20192019-06-3016$19.83B-$1.06B(-5.1%)
Q1 20192019-03-3118$20.89B-$1.04B(-4.7%)
Q4 20182018-12-3119$21.93B-$3.89B(-15.1%)
Q3 20182018-09-3019$25.82B+$3.7B(+16.7%)
Q2 20182018-06-3019$22.11B-$2.34B(-9.6%)
Q1 20182018-03-3119$24.45B-$2.02B(-7.6%)
Q4 20172017-12-3119$26.47B+$718.42M(+2.8%)
Q3 20172017-09-3019$25.75B+$2.66B(+11.5%)
Q2 20172017-06-3019$23.09B+$4.23B(+22.4%)
Q1 20172017-03-3118$18.86B-$157.76M(-0.8%)
Q4 20162016-12-3118$19.02B+$567.37M(+3.1%)
Q3 20162016-09-3018$18.45B+$1.63B(+9.7%)
Q2 20162016-06-3018$16.82B-$367.49M(-2.1%)
Q1 20162016-03-3118$17.19B+$524.24M(+3.1%)
Q4 20152015-12-3118$16.66B-