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Focused investors/Bill & Melinda Gates Foundation Trust

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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 20 of 23 rows. Rows without a quote are marked unavailable.

1BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070239.88%Reduce -11.1%39,912,525$7.12BNo quoteNo quote
2WMWASTE MGMT INC DEL11.05%-18,633,672$1.97B$105.9152w: $85.34 - $126.79; reported $105.91
3CNICANADIAN NATL RY CO8.49%-17,126,874$1.52B$88.5752w: $65.13 - $96.53; reported $88.57
4CATCATERPILLAR INC DEL7.97%-11,260,857$1.42B$126.5052w: $87.50 - $150.55; reported $126.50
5WMTWALMART INC7.78%-11,603,000$1.39B$119.7852w: $34.00 - $44.46; reported $119.78
6CCICROWN CASTLE INTL CORP NEW5.00%-5,332,900$892.46M$167.3552w: $114.18 - $176.85; reported $167.35
7ECLECOLAB INC4.86%-4,366,426$868.7M$198.9552w: $124.60 - $231.36; reported $198.95
8SDGRSCHRODINGER INC3.58%Reduce 0.0%6,981,664$639.31M$91.5752w: $25.50 - $92.02; reported $91.57
9UPSUNITED PARCEL SERVICE INC2.82%-4,525,329$503.13M$111.1852w: $82.00 - $119.24; reported $111.18
10FDXFEDEX CORP2.37%-3,024,999$424.17M$140.2252w: $71.47 - $133.16; reported $140.22
11KOFCOCA-COLA FEMSA SAB DE CV1.53%-6,214,719$272.52M$43.8552w: $37.73 - $65.49; reported $43.85
12AAPLAPPLE INC1.02%-501,044$182.78M$364.8052w: $53.15 - $93.09; reported $364.80
13AMZNAMAZON COM INC0.93%-60,460$166.8M$2758.8252w: $81.30 - $139.80; reported $2758.82
14BABAALIBABA GROUP HLDG LTD0.67%-552,383$119.15M$215.7052w: $169.95 - $231.14; reported $215.70
15TVGRUPO TELEVISA SA0.50%-16,879,104$88.45MNo quoteNo quote
16LBTYKLIBERTY GLOBAL PLC0.44%-3,639,349$78.28M$21.5152w: $7.52 - $12.26; reported $21.51
17GOOGLALPHABET INC0.34%-43,107$61.13M$1418.0552w: $50.44 - $76.54; reported $1418.05
18GOOGALPHABET INC0.34%-42,981$60.76M$1413.6052w: $50.68 - $76.61; reported $1413.60
19LBTYALIBERTY GLOBAL PLC0.26%-2,119,515$46.33M$21.8652w: $7.85 - $12.40; reported $21.86
20ARCOARCOS DORADOS HOLDINGS INC0.07%-3,060,500$12.82M$4.1952w: $2.96 - $8.23; reported $4.19
21TWTRTWITTER INC0.05%-272,420$8.12MNo quoteNo quote
22LILAKLIBERTY LATIN AMERICA LTD0.03%-636,044$6M$9.4452w: $7.55 - $18.69; reported $9.44
23LILALIBERTY LATIN AMERICA LTD0.02%-370,424$3.6M$9.7252w: $7.74 - $18.61; reported $9.72