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 2026-05-30 from SEC 13F data.
Live quotes available for 24 of 24 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 33.49% | Reduce -4.5% | 36,499,597 | $15.36B | $420.72 | |
| 2 | WM | WASTE MGMT INC DEL | 16.38% | - | 35,234,344 | $7.51B | $213.15 | |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 15.87% | Reduce -13.1% | 17,303,097 | $7.28B | $420.52 | |
| 4 | CNI | CANADIAN NATL RY CO | 15.75% | - | 54,826,786 | $7.22B | $131.71 | |
| 5 | CAT | CATERPILLAR INC | 5.88% | - | 7,353,614 | $2.69B | $366.43 | |
| 6 | DE | DEERE & CO | 3.19% | - | 3,557,378 | $1.46B | $410.74 | |
| 7 | ECL | ECOLAB INC | 2.63% | - | 5,218,044 | $1.2B | $230.90 | |
| 8 | KOF | COCA-COLA FEMSA SAB DE CV | 1.32% | - | 6,214,719 | $604.07M | $97.20 | |
| 9 | WMT | WALMART INC | 1.19% | -3:1 split | 9,090,477 | $546.97M | $60.17 | |
| 10 | FDX | FEDEX CORP | 0.97% | - | 1,534,362 | $444.57M | $289.74 | |
| 11 | WCN | WASTE CONNECTIONS INC | 0.81% | - | 2,149,175 | $369.68M | $172.01 | |
| 12 | SDGR | SCHRODINGER INC | 0.41% | - | 6,981,664 | $188.5M | $27.00 | |
| 13 | CPNG | COUPANG INC | 0.36% | - | 9,248,045 | $164.52M | $17.79 | |
| 14 | CCI | CROWN CASTLE INC | 0.33% | - | 1,420,072 | $150.29M | $105.83 | |
| 15 | UPS | UNITED PARCEL SERVICE INC | 0.24% | - | 755,089 | $112.23M | $148.63 | |
| 16 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.24% | - | 592,406 | $109.31M | $184.52 | |
| 17 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.23% | - | 1,703,000 | $103.51M | $60.78 | |
| 18 | KHC | KRAFT HEINZ CO | 0.21% | - | 2,622,600 | $96.77M | $36.90 | |
| 19 | DHR | DANAHER CORPORATION | 0.20% | - | 373,000 | $93.15M | $249.72 | |
| 20 | HRL | HORMEL FOODS CORP | 0.17% | - | 2,195,290 | $76.59M | $34.89 | |
| 21 | CVNA | CARVANA CO | 0.10% | - | 520,000 | $45.71M | $87.91 | |
| 22 | ONON | ON HLDG AG | 0.04% | - | 500,000 | $17.69M | $35.38 | |
| 23 | VLTO | VERALTO CORP | 0.02% | - | 124,333 | $11.02M | $88.66 | |
| 24 | VRM | VROOM INC | 0.00% | Reduce -98.8% | 31,250 | $419.69K | $13.43 | No quote |