B
BILL & MELINDA GATES FOUNDATION TRUST
BILL & MELINDA GATES FOUNDATION TRUST is an institution, managing $47.8B across 25 long positions as of Q2 2025 with 40% Industrials concentration, 96% concentrated in top 10 holdings, and 27% allocation to MSFT.
- Portfolio Value
- $47.8B
- Positions
- 25
- Top Holding
- MSFT at 27.27%
- Last Reported
- Q2 2025
Top Holdings
Largest long holdings in BILL & MELINDA GATES FOUNDATION TRUST's portfolio (96.2% of total portfolio)
| Holding | Sector | Market Value | Weight | Ownership |
|---|---|---|---|---|
1  Microsoft MSFT | Software - Infrastructure Technology | $13.0B | 27.27% | 0.35% 26.2M shares |
2  Berkshire Hathaway BRK.B | Insurance - Diversified Financial Services | $11.7B | 24.53% | 1.12% 24.1M shares |
3  Waste Management WM | Waste Management Industrials | $7.4B | 15.44% | 8.01% 32.2M shares |
4  Canadian National Railway CNI | Railroads Industrials | $5.7B | 11.94% | 8.74% 54.8M shares |
5  Caterpillar CAT | Agricultural - Machinery Industrials | $2.9B | 5.97% | 1.56% 7.4M shares |
6  Deere & Company DE | Agricultural - Machinery Industrials | $1.8B | 3.79% | 1.31% 3.6M shares |
7  Ecolab ECL | Chemicals - Specialty Basic Materials | $1.4B | 2.94% | 1.84% 5.2M shares |
8  Walmart WMT | Discount Stores Consumer Defensive | $888.9M | 1.86% | 0.11% 9.1M shares |
9 KOF Coca-Cola FEMSA KOF | Unknown Unknown | $601.1M | 1.26% | — 6.2M shares |
10  FedEx FDX | Integrated Freight & Logistics Industrials | $576.1M | 1.21% | 1.06% 2.5M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BILL & MELINDA GATES FOUNDATION TRUST's latest filing
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 |
|---|---|
1 Berkshire Hathaway BRK.B | +40.48% |
Decreased Positions
| Position | Shares Δ |
|---|---|
1 Microsoft MSFT | -7.96% |
Analytics
Portfolio insights and performance metrics for BILL & MELINDA GATES FOUNDATION TRUST