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 13 of 17 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 50.87% | Add +17.7% | 43,686,679 | $12.14B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 10.94% | - | 18,633,672 | $2.61B | $140.11 | |
| 3 | CAT | CATERPILLAR INC | 9.26% | - | 10,156,756 | $2.21B | $217.63 | |
| 4 | CNI | CANADIAN NATL RY CO | 6.15% | - | 13,907,283 | $1.47B | $105.54 | |
| 5 | WMT | WALMART INC | 4.49% | - | 7,600,706 | $1.07B | $141.02 | |
| 6 | CCI | CROWN CASTLE INTL CORP NEW | 4.16% | - | 5,086,680 | $992.41M | $195.10 | |
| 7 | ECL | ECOLAB INC | 3.77% | Add +0.0% | 4,366,427 | $899.35M | $205.97 | |
| 8 | UPS | UNITED PARCEL SERVICE INC | 2.44% | - | 2,801,790 | $582.69M | $207.97 | |
| 9 | SDGR | SCHRODINGER INC | 2.21% | - | 6,981,664 | $527.88M | $75.61 | |
| 10 | FDX | FEDEX CORP | 1.87% | - | 1,493,712 | $445.62M | $298.33 | |
| 11 | KOF | COCA-COLA FEMSA SAB DE CV | 1.38% | - | 6,214,719 | $328.95M | $52.93 | |
| 12 | TV | GRUPO TELEVISA S A B | 1.01% | - | 16,879,104 | $241.03M | No quote | No quote |
| 13 | CPNG | COUPANG INC | 1.00% | - | 5,714,285 | $238.97M | $41.82 | |
| 14 | GOOG | ALPHABET INC | 0.23% | - | 21,491 | $53.86M | $2506.30 | |
| 15 | GOOGL | ALPHABET INC | 0.22% | - | 21,554 | $52.63M | $2441.77 | |
| 17 | LBTYK | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |