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 20 of 23 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 47.32% | Reduce -10.0% | 44,912,525 | $8.21B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 9.94% | - | 18,633,672 | $1.72B | $92.56 | |
| 3 | CNI | CANADIAN NATL RY CO | 7.66% | - | 17,126,874 | $1.33B | $77.63 | |
| 4 | WMT | WALMART INC | 7.60% | - | 11,603,000 | $1.32B | $113.62 | |
| 5 | CAT | CATERPILLAR INC DEL | 7.53% | - | 11,260,857 | $1.31B | $116.04 | |
| 6 | CCI | CROWN CASTLE INTL CORP NEW | 4.44% | - | 5,332,900 | $770.07M | $144.40 | |
| 7 | ECL | ECOLAB INC | 3.92% | - | 4,366,426 | $680.42M | $155.83 | |
| 8 | UPS | UNITED PARCEL SERVICE INC | 2.44% | - | 4,525,329 | $422.76M | $93.42 | |
| 9 | FDX | FEDEX CORP | 2.11% | - | 3,024,999 | $366.81M | $121.26 | |
| 10 | SDGR | SCHRODINGER INC | 1.74% | New | 6,981,665 | $301.05M | $43.12 | |
| 11 | KOF | COCA COLA FEMSA S A B DE C V | 1.44% | - | 6,214,719 | $250.02M | $40.23 | |
| 12 | AAPL | APPLE INC | 0.73% | New | 501,044 | $127.41M | $254.29 | |
| 13 | AMZN | AMAZON COM INC | 0.68% | New | 60,460 | $117.88M | $1949.72 | |
| 14 | BABA | ALIBABA GROUP HLDG LTD | 0.62% | New | 552,383 | $107.43M | $194.48 | |
| 15 | TV | GRUPO TELEVISA SA | 0.56% | - | 16,879,104 | $97.9M | No quote | No quote |
| 16 | LBTYK | LIBERTY GLOBAL PLC | 0.33% | - | 3,639,349 | $57.17M | $15.71 | |
| 17 | GOOGL | ALPHABET INC | 0.29% | New | 43,107 | $50.09M | $1161.95 | |
| 18 | GOOG | ALPHABET INC | 0.29% | New | 42,981 | $49.98M | $1162.82 | |
| 19 | LBTYA | LIBERTY GLOBAL PLC | 0.20% | - | 2,119,515 | $34.99M | $16.51 | |
| 20 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.06% | - | 3,060,500 | $10.22M | $3.34 | |
| 21 | TWTR | TWITTER INC | 0.04% | New | 272,420 | $6.69M | No quote | No quote |
| 22 | LILAK | LIBERTY LATIN AMERICA LTD | 0.04% | - | 636,044 | $6.53M | $10.26 | |
| 23 | LILA | LIBERTY LATIN AMERICA LTD | 0.02% | - | 370,424 | $3.9M | $10.52 |