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.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 39.88% | Reduce -11.1% | 39,912,525 | $7.12B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 11.05% | - | 18,633,672 | $1.97B | $105.91 | |
| 3 | CNI | CANADIAN NATL RY CO | 8.49% | - | 17,126,874 | $1.52B | $88.57 | |
| 4 | CAT | CATERPILLAR INC DEL | 7.97% | - | 11,260,857 | $1.42B | $126.50 | |
| 5 | WMT | WALMART INC | 7.78% | - | 11,603,000 | $1.39B | $119.78 | |
| 6 | CCI | CROWN CASTLE INTL CORP NEW | 5.00% | - | 5,332,900 | $892.46M | $167.35 | |
| 7 | ECL | ECOLAB INC | 4.86% | - | 4,366,426 | $868.7M | $198.95 | |
| 8 | SDGR | SCHRODINGER INC | 3.58% | Reduce 0.0% | 6,981,664 | $639.31M | $91.57 | |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.82% | - | 4,525,329 | $503.13M | $111.18 | |
| 10 | FDX | FEDEX CORP | 2.37% | - | 3,024,999 | $424.17M | $140.22 | |
| 11 | KOF | COCA-COLA FEMSA SAB DE CV | 1.53% | - | 6,214,719 | $272.52M | $43.85 | |
| 12 | AAPL | APPLE INC | 1.02% | - | 501,044 | $182.78M | $364.80 | |
| 13 | AMZN | AMAZON COM INC | 0.93% | - | 60,460 | $166.8M | $2758.82 | |
| 14 | BABA | ALIBABA GROUP HLDG LTD | 0.67% | - | 552,383 | $119.15M | $215.70 | |
| 15 | TV | GRUPO TELEVISA SA | 0.50% | - | 16,879,104 | $88.45M | No quote | No quote |
| 16 | LBTYK | LIBERTY GLOBAL PLC | 0.44% | - | 3,639,349 | $78.28M | $21.51 | |
| 17 | GOOGL | ALPHABET INC | 0.34% | - | 43,107 | $61.13M | $1418.05 | |
| 18 | GOOG | ALPHABET INC | 0.34% | - | 42,981 | $60.76M | $1413.60 | |
| 19 | LBTYA | LIBERTY GLOBAL PLC | 0.26% | - | 2,119,515 | $46.33M | $21.86 | |
| 20 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.07% | - | 3,060,500 | $12.82M | $4.19 | |
| 21 | TWTR | TWITTER INC | 0.05% | - | 272,420 | $8.12M | No quote | No quote |
| 22 | LILAK | LIBERTY LATIN AMERICA LTD | 0.03% | - | 636,044 | $6M | $9.44 | |
| 23 | LILA | LIBERTY LATIN AMERICA LTD | 0.02% | - | 370,424 | $3.6M | $9.72 |