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 18 of 22 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 45.53% | Reduce -11.4% | 38,686,679 | $10.56B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 12.00% | - | 18,633,672 | $2.78B | $149.36 | |
| 3 | CAT | CATERPILLAR INC | 8.02% | Reduce -4.6% | 9,685,132 | $1.86B | $191.97 | |
| 4 | CNI | CANADIAN NATL RY CO | 6.52% | Reduce -6.0% | 13,066,169 | $1.51B | $115.69 | |
| 5 | WMT | WALMART INC | 4.16% | Reduce -8.9% | 6,921,739 | $964.75M | $139.38 | |
| 6 | ECL | ECOLAB INC | 3.93% | - | 4,366,427 | $910.92M | $208.62 | |
| 7 | MSFT | MICROSOFT CORP | 3.57% | New | 2,937,703 | $828.2M | $281.92 | |
| 8 | CCI | CROWN CASTLE INTL CORP NEW | 3.41% | Reduce -10.3% | 4,564,046 | $791.04M | $173.32 | |
| 9 | KSU | KANSAS CITY SOUTHERN | 2.56% | New | 2,190,000 | $592.7M | No quote | No quote |
| 10 | UPS | UNITED PARCEL SERVICE INC | 1.79% | Reduce -18.5% | 2,284,015 | $415.92M | $182.10 | |
| 11 | SDGR | SCHRODINGER INC | 1.65% | - | 6,981,664 | $381.76M | $54.68 | |
| 12 | KOF | COCA-COLA FEMSA SAB DE CV | 1.51% | - | 6,214,719 | $349.7M | $56.27 | |
| 13 | DE | DEERE & CO | 1.49% | New | 1,033,598 | $346.33M | $335.07 | |
| 14 | FDX | FEDEX CORP | 1.41% | - | 1,493,712 | $327.56M | $219.29 | |
| 15 | TV | GRUPO TELEVISA S A B | 0.77% | Reduce -3.4% | 16,302,889 | $179.01M | No quote | No quote |
| 16 | CPNG | COUPANG INC | 0.69% | - | 5,714,285 | $159.14M | $27.85 | |
| 17 | GOOGL | ALPHABET INC | 0.25% | - | 21,554 | $57.63M | $2673.52 | |
| 18 | GOOG | ALPHABET INC | 0.25% | - | 21,491 | $57.28M | $2665.30 | |
| 19 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.22% | New | 278,147 | $51.72M | $185.95 | |
| 20 | WEBR | WEBER INC | 0.19% | New | 2,500,000 | $43.98M | No quote | No quote |
| 21 | ONON | ON HLDG AG | 0.07% | New | 500,000 | $15.07M | $30.13 | |
| 22 | AFRM | AFFIRM HLDGS INC | 0.02% | New | 35,229 | $4.2M | $119.13 |