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.
Get email alerts when Bill & Melinda Gates Foundation Trust files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 18 of 24 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 43.71% | Reduce -10.6% | 42,104,399 | $9.76B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 9.84% | - | 18,633,672 | $2.2B | $117.93 | |
| 3 | CAT | CATERPILLAR INC | 9.18% | - | 11,260,857 | $2.05B | $182.02 | |
| 4 | CNI | CANADIAN NATL RY CO | 8.35% | Reduce -0.9% | 16,979,268 | $1.87B | $109.85 | |
| 5 | WMT | WALMART INC | 7.49% | - | 11,603,000 | $1.67B | $144.15 | |
| 6 | ECL | ECOLAB INC | 4.23% | - | 4,366,426 | $944.72M | $216.36 | |
| 7 | CCI | CROWN CASTLE INTL CORP NEW | 3.80% | - | 5,332,900 | $848.94M | $159.19 | |
| 8 | FDX | FEDEX CORP | 3.52% | - | 3,024,999 | $785.35M | $259.62 | |
| 9 | UPS | UNITED PARCEL SERVICE INC | 3.41% | - | 4,525,329 | $762.07M | $168.40 | |
| 10 | SDGR | SCHRODINGER INC | 2.47% | Add +40.1% | 6,981,664 | $552.81M | $79.18 | |
| 11 | KOF | COCA-COLA FEMSA SAB DE CV | 1.28% | - | 6,214,719 | $286.5M | $46.10 | |
| 12 | TV | GRUPO TELEVISA SA | 0.62% | - | 16,879,104 | $139.08M | No quote | No quote |
| 13 | AAPL | APPLE INC | 0.60% | Reduce -50.0% | 1,002,088 | $132.97M | $132.69 | |
| 14 | AMZN | AMAZON COM INC | 0.44% | Reduce -50.0% | 30,230 | $98.46M | $3256.93 | |
| 15 | LBTYK | LIBERTY GLOBAL PLC | 0.39% | - | 3,639,349 | $86.07M | $23.65 | |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.23% | - | 2,119,515 | $51.34M | $24.22 | |
| 17 | GOOGL | ALPHABET INC | 0.17% | Reduce -50.0% | 21,554 | $37.78M | $1752.62 | |
| 18 | GOOG | ALPHABET INC | 0.17% | Reduce -50.0% | 21,491 | $37.65M | $1751.90 | |
| 19 | TWTR | TWITTER INC | 0.07% | - | 272,420 | $14.75M | No quote | No quote |
| 20 | LILAK | LIBERTY LATIN AMERICA LTD | 0.03% | Reduce -27.6% | 676,979 | $7.51M | $11.09 | |
| 21 | LILA | LIBERTY LATIN AMERICA LTD | 0.01% | Reduce -25.4% | 276,443 | $3.08M | $11.13 | |
| 24 | UBER | UBER TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 23 | BXP | BOSTON PROPERTIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 22 | BABA | ALIBABA GROUP HLDG LTD | - | Sold | 0 | $0 | No quote | No quote |