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Focused investors/Bill & Melinda Gates Foundation Trust

Bill & Melinda Gates Foundation Trust

As of Q1 2026, Bill & Melinda Gates Foundation Trust reported 22 long-equity positions worth $31.67B in aggregate.

Copy-investor backtest

Latest quarter
-0.02%
1-year
+12.29%
3-year
+50.85%
3-year top 5
+51.30%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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

Live quotes available for 17 of 20 rows. Rows without a quote are marked unavailable.

1BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070253.56%Add +20.9%34,689,845$9.47BNo quoteNo quote
2WMWASTE MGMT INC DEL16.12%-18,633,672$2.85B$152.9852w: $138.58 - $170.18; reported $152.98
3CATCATERPILLAR INC7.43%-7,353,614$1.31B$178.7652w: $176.02 - $237.90; reported $178.76
4CNICANADIAN NATL RY CO6.54%Reduce -21.3%10,278,630$1.16B$112.4752w: $100.66 - $137.19; reported $112.47
5ECLECOLAB INC3.80%-4,366,427$671.38M$153.7652w: $143.82 - $238.93; reported $153.76
6WMTWALMART INC2.08%-3,020,859$367.28M$121.5852w: $39.09 - $53.59; reported $121.58
7KOFCOCA-COLA FEMSA SAB DE CV1.94%-6,214,719$343.55M$55.2852w: $46.91 - $60.29; reported $55.28
8DEDEERE & CO1.52%-899,655$269.42M$299.4752w: $294.29 - $446.76; reported $299.47
9MSFTMICROSOFT CORP1.37%-944,620$242.61M$256.8352w: $241.51 - $349.67; reported $256.83
10CCICROWN CASTLE INTL CORP NEW1.35%-1,420,072$239.11M$168.3852w: $153.70 - $209.87; reported $168.38
11SDGRSCHRODINGER INC1.04%-6,981,664$184.39M$26.4152w: $20.71 - $77.53; reported $26.41
12UPSUNITED PARCEL SERVICE INC0.76%-740,689$135.21M$182.5452w: $165.34 - $233.72; reported $182.54
13FDXFEDEX CORP0.69%-534,362$121.15M$226.7152w: $155.37 - $243.88; reported $226.71
14SAFMSANDERSON FARMS INC0.64%-524,236$112.99MNo quoteNo quote
15MSGSMADISON SQUARE GRDN SPRT COR0.51%Add +113.0%592,406$89.45M$151.0052w: $145.41 - $203.37; reported $151.00
16CPNGCOUPANG INC0.41%-5,714,285$72.86M$12.7552w: $8.98 - $46.00; reported $12.75
17WEBRWEBER INC0.10%-2,500,000$18.03MNo quoteNo quote
18CVNACARVANA CO0.07%New520,000$11.74M$22.5852w: $3.96 - $75.37; reported $22.58
19ONONON HLDG AG0.05%-500,000$8.85M$17.6952w: $16.38 - $55.87; reported $17.69
20VRMVROOM INC0.02%New2,500,000$3.13M$1.25No quote