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Focused investors/Bill & Melinda Gates Foundation Trust

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.

1BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070245.53%Reduce -11.4%38,686,679$10.56BNo quoteNo quote
2WMWASTE MGMT INC DEL12.00%-18,633,672$2.78B$149.3652w: $106.11 - $156.74; reported $149.36
3CATCATERPILLAR INC8.02%Reduce -4.6%9,685,132$1.86B$191.9752w: $143.75 - $246.69; reported $191.97
4CNICANADIAN NATL RY CO6.52%Reduce -6.0%13,066,169$1.51B$115.6952w: $98.69 - $128.41; reported $115.69
5WMTWALMART INC4.16%Reduce -8.9%6,921,739$964.75M$139.3852w: $42.09 - $51.22; reported $139.38
6ECLECOLAB INC3.93%-4,366,427$910.92M$208.6252w: $181.25 - $231.25; reported $208.62
7MSFTMICROSOFT CORP3.57%New2,937,703$828.2M$281.9252w: $199.62 - $305.84; reported $281.92
8CCICROWN CASTLE INTL CORP NEW3.41%Reduce -10.3%4,564,046$791.04M$173.3252w: $146.15 - $204.62; reported $173.32
9KSUKANSAS CITY SOUTHERN2.56%New2,190,000$592.7MNo quoteNo quote
10UPSUNITED PARCEL SERVICE INC1.79%Reduce -18.5%2,284,015$415.92M$182.1052w: $154.76 - $219.59; reported $182.10
11SDGRSCHRODINGER INC1.65%-6,981,664$381.76M$54.6852w: $47.50 - $117.00; reported $54.68
12KOFCOCA-COLA FEMSA SAB DE CV1.51%-6,214,719$349.7M$56.2752w: $36.16 - $59.07; reported $56.27
13DEDEERE & CO1.49%New1,033,598$346.33M$335.0752w: $215.02 - $400.34; reported $335.07
14FDXFEDEX CORP1.41%-1,493,712$327.56M$219.2952w: $176.49 - $257.78; reported $219.29
15TVGRUPO TELEVISA S A B0.77%Reduce -3.4%16,302,889$179.01MNo quoteNo quote
16CPNGCOUPANG INC0.69%-5,714,285$159.14M$27.8552w: $27.56 - $69.00; reported $27.85
17GOOGLALPHABET INC0.25%-21,554$57.63M$2673.5252w: $71.66 - $146.25; reported $2673.52
18GOOGALPHABET INC0.25%-21,491$57.28M$2665.3052w: $71.80 - $146.82; reported $2665.30
19MSGSMADISON SQUARE GRDN SPRT COR0.22%New278,147$51.72M$185.9552w: $140.15 - $207.09; reported $185.95
20WEBRWEBER INC0.19%New2,500,000$43.98MNo quoteNo quote
21ONONON HLDG AG0.07%New500,000$15.07M$30.1352w: $30.06 - $40.80; reported $30.13
22AFRMAFFIRM HLDGS INC0.02%New35,229$4.2M$119.1352w: $46.50 - $146.90; reported $119.13