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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 19 of 22 rows. Rows without a quote are marked unavailable.

1MSFTMICROSOFT CORP26.91%Add +4056.7%39,264,670$9.14B$232.9052w: $232.73 - $349.67; reported $232.90
2BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070223.32%Reduce -14.4%29,689,845$7.93BNo quoteNo quote
3CNICANADIAN NATL RY CO17.42%Add +433.4%54,826,786$5.92B$107.9952w: $106.61 - $137.19; reported $107.99
4WMWASTE MGMT INC DEL16.61%Add +89.1%35,234,344$5.64B$160.2152w: $138.58 - $175.98; reported $160.21
5DEDEERE & CO3.85%Add +335.5%3,917,693$1.31B$333.8952w: $283.81 - $446.76; reported $333.89
6CATCATERPILLAR INC3.55%-7,353,614$1.21B$164.0852w: $160.60 - $237.90; reported $164.08
7ECLECOLAB INC2.07%Add +11.4%4,866,427$702.81M$144.4252w: $143.34 - $238.93; reported $144.42
8WMTWALMART INC1.15%-3,020,859$391.81M$129.7052w: $39.09 - $53.59; reported $129.70
9KOFCOCA-COLA FEMSA SAB DE CV1.07%-6,214,719$362.88M$58.3952w: $46.91 - $65.18; reported $58.39
10WCNWASTE CONNECTIONS INC0.85%New2,149,175$290.42M$135.1352w: $113.50 - $148.20; reported $135.13
11FDXFEDEX CORP0.67%Add +187.1%1,534,362$227.81M$148.4752w: $114.36 - $214.98; reported $148.47
12CCICROWN CASTLE INC0.60%-1,420,072$205.27M$144.5552w: $143.18 - $209.87; reported $144.55
13SDGRSCHRODINGER INC0.51%-6,981,664$174.4M$24.9852w: $20.71 - $59.87; reported $24.98
14CPNGCOUPANG INC0.45%Add +61.8%9,248,045$154.17M$16.6752w: $8.98 - $30.94; reported $16.67
15UPSUNITED PARCEL SERVICE INC0.35%-740,689$119.65M$161.5452w: $160.11 - $233.72; reported $161.54
16KHCKRAFT HEINZ CO0.26%New2,622,600$87.46M$33.3552w: $32.73 - $44.87; reported $33.35
17MSGSMADISON SQUARE GRDN SPRT COR0.24%-592,406$80.96M$136.6652w: $136.61 - $203.37; reported $136.66
18WEBRWEBER INC0.05%-2,500,000$16.43MNo quoteNo quote
19CVNACARVANA CO0.03%-520,000$10.56M$20.3052w: $3.89 - $61.90; reported $20.30
20ONONON HLDG AG0.02%-500,000$8.03M$16.0552w: $15.90 - $55.87; reported $16.05
21VRMVROOM INC0.01%-2,500,000$2.9M$1.16No quote
22SAFMSANDERSON FARMS INC-Sold0$0No quoteNo quote