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 21 of 25 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 45.43% | Add +18.0% | 47,104,399 | $10.03B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 9.55% | - | 18,633,672 | $2.11B | $113.17 | |
| 3 | CNI | CANADIAN NATL RY CO | 8.26% | - | 17,126,874 | $1.82B | $106.46 | |
| 4 | CAT | CATERPILLAR INC DEL | 7.61% | - | 11,260,857 | $1.68B | $149.15 | |
| 5 | WMT | WALMART INC | 7.35% | - | 11,603,000 | $1.62B | $139.91 | |
| 6 | CCI | CROWN CASTLE INTL CORP NEW | 4.02% | - | 5,332,900 | $887.93M | $166.50 | |
| 7 | ECL | ECOLAB INC | 3.95% | - | 4,366,426 | $872.59M | $199.84 | |
| 8 | FDX | FEDEX CORP | 3.45% | - | 3,024,999 | $760.85M | $251.52 | |
| 9 | UPS | UNITED PARCEL SERVICE INC | 3.42% | - | 4,525,329 | $754.06M | $166.63 | |
| 10 | KOF | COCA-COLA FEMSA SAB DE CV | 1.15% | - | 6,214,719 | $253.06M | $40.72 | |
| 11 | SDGR | SCHRODINGER INC | 1.07% | Reduce -28.6% | 4,981,664 | $236.68M | $47.51 | |
| 12 | AAPL | APPLE INC | 1.05% | -4:1 split | 2,004,176 | $232.1M | $115.81 | |
| 13 | AMZN | AMAZON COM INC | 0.86% | - | 60,460 | $190.37M | $3148.73 | |
| 14 | BABA | ALIBABA GROUP HLDG LTD | 0.74% | - | 552,383 | $162.39M | $293.98 | |
| 15 | TV | GRUPO TELEVISA SA | 0.47% | - | 16,879,104 | $104.31M | No quote | No quote |
| 16 | BXP | BOSTON PROPERTIES INC | 0.40% | New | 1,099,310 | $88.28M | $80.30 | |
| 17 | LBTYK | LIBERTY GLOBAL PLC | 0.34% | - | 3,639,349 | $74.73M | $20.54 | |
| 18 | GOOGL | ALPHABET INC | 0.29% | - | 43,107 | $63.18M | $1465.61 | |
| 19 | GOOG | ALPHABET INC | 0.29% | - | 42,981 | $63.17M | $1469.60 | |
| 20 | LBTYA | LIBERTY GLOBAL PLC | 0.20% | - | 2,119,515 | $44.53M | $21.01 | |
| 21 | TWTR | TWITTER INC | 0.05% | - | 272,420 | $12.12M | No quote | No quote |
| 22 | LILAK | LIBERTY LATIN AMERICA LTD | 0.03% | Add +38.5%1.062:1 split | 935,282 | $7.61M | $8.14 | |
| 23 | LILA | LIBERTY LATIN AMERICA LTD | 0.01% | Reduce -5.8%1.061:1 split | 370,424 | $3.06M | $8.25 | |
| 24 | UBER | UBER TECHNOLOGIES INC | 0.00% | New | 26,767 | $976K | $36.46 | |
| 25 | ARCO | ARCOS DORADOS HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |