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BILL & MELINDA GATES FOUNDATION TRUST
BILL & MELINDA GATES FOUNDATION TRUST is an institution, managing $36.6B across 23 long positions as of Q3 2025 with 46% Industrials concentration, 96% concentrated in top 10 holdings, and 30% allocation to BRK.B.
- Portfolio Value
- $36.6B
- Positions
- 23
- Top Holding
- BRK.B at 29.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BILL & MELINDA GATES FOUNDATION TRUST's portfolio (95.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $10.9B | 29.91% | -$1.2B Sold | 1.01% 21.8M shares | |
Waste Management Industrials | $6.4B | 17.47% | -$728.7M Sold | 7.18% 28.9M shares | |
Railroads Industrials | $4.9B | 13.36% | -$282.9M Sold | 8.30% 51.8M shares | |
Software - Infrastructure Technology | $4.8B | 13.01% | -$8.8B Sold | 0.12% 9.2M shares | |
Agricultural - Machinery Industrials | $3.0B | 8.29% | -$477.1M Sold | 1.36% 6.4M shares | |
Agricultural - Machinery Industrials | $1.6B | 4.45% | — | 1.32% 3.6M shares | |
Chemicals - Specialty Basic Materials | $1.4B | 3.91% | — | 1.84% 5.2M shares | |
Discount Stores Consumer Defensive | $864.7M | 2.36% | -$72.1M Sold | 0.11% 8.4M shares | |
Integrated Freight & Logistics Industrials | $562.3M | 1.54% | -$35.4M Sold | 1.01% 2.4M shares | |
Unknown Unknown | $516.4M | 1.41% | — | — 6.2M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BILL & MELINDA GATES FOUNDATION TRUST's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-64.91% | |
-13.6% | |
-10.24% |
Analytics
Portfolio insights and performance metrics for BILL & MELINDA GATES FOUNDATION TRUST
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