Bill Gates

Mostly held

Gates Foundation Trust — managed by Bill Gates; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$34.42B (+9%)

Holdings24 (+2)

Top holdingBerkshire Hathaway Inc

Below band0

New

Added

Exited

By what price implies: 11 demand a demanding growth rate, 0 modest.

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

Waste Mgmt IncWM17% · 1

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Berkshire Hathaway IncBRK.B	$7.35B	—	27	14,689,844	21.4%	Core 8q
Caterpillar IncCAT	$6.77B	—	8	6,353,614	19.7%	Core 8q
Canadian Natl Ry CoCNI	$6.18B	—	6	51,826,786	18.0%	Core 8q
Waste Mgmt IncWM	$5.96B	—	1	26,720,744	17.3%	Core 8q
Deere & CoDE	$2.26B	—	7	3,557,378	6.6%	Core 8q
Ecolab IncECL	$1.45B	—	4	5,218,044	4.2%	No trim 8q
Walmart IncWMT	$950.3M	—	8	8,390,477	2.8%	—
Fedex CorpFDX	$746.6M	—	10	2,384,362	2.2%	—
Coca-Cola Femsa Sab De CvKOF	$660.3M	—	3	6,214,719	1.9%	No trim 8q
Home Depot IncHD	$352.7M	—	6	1,000,000	1.0%	—
Waste Connections IncWCN	$339.9M	—	2	2,039,175	1.0%	—
Madison Square Grdn Sprt CorMSGS	$238.1M	—	4	592,406	0.7%	No trim 8q
Fedex Fght Hldg Co IncFDXF	$180.0M	—	6	1,192,181	0.5%	—
Coupang IncCPNG	$160.6M	—	11	9,248,045	0.5%	No trim 8q
West Pharmaceutical Svsc IncWST	$159.6M	—	4	444,500	0.5%	No trim 6q
Anheuser Busch Inbev Sa NvBUD	$140.3M	—	4	1,703,000	0.4%	No trim 8q
Paccar IncPCAR	$120.1M	—	2	1,000,000	0.3%	No trim 8q
Schrodinger IncSDGR	$113.5M	—	1	6,981,664	0.3%	—
Mcdonalds CorpMCD	$90.5M	—	8	334,900	0.3%	—
Danaher CorpDHR	$71.0M	—	13	373,000	0.2%	—
Kraft Heinz CoKHC	$58.4M	—	10	2,472,600	0.2%	—
Hormel Foods CorpHRL	$51.8M	—	3	2,085,290	0.2%	—
On Hldg AgONON	$17.7M	—	4	500,000	0.1%	—
Veralto CorpVLTO	$11.0M	—	4	124,333	0.0%	—

Berkshire Hathaway IncBRK.BCore 8q
Value$7.35BValuation—Holders27Weight21.4%
Caterpillar IncCATCore 8q
Value$6.77BValuation—Holders8Weight19.7%
Canadian Natl Ry CoCNICore 8q
Value$6.18BValuation—Holders6Weight18.0%
Waste Mgmt IncWMCore 8q
Value$5.96BValuation—Holders1Weight17.3%
Deere & CoDECore 8q
Value$2.26BValuation—Holders7Weight6.6%
Ecolab IncECLNo trim 8q
Value$1.45BValuation—Holders4Weight4.2%
Walmart IncWMT—
Value$950.3MValuation—Holders8Weight2.8%
Fedex CorpFDX—
Value$746.6MValuation—Holders10Weight2.2%
Coca-Cola Femsa Sab De CvKOFNo trim 8q
Value$660.3MValuation—Holders3Weight1.9%
Home Depot IncHD—
Value$352.7MValuation—Holders6Weight1.0%
Waste Connections IncWCN—
Value$339.9MValuation—Holders2Weight1.0%
Madison Square Grdn Sprt CorMSGSNo trim 8q
Value$238.1MValuation—Holders4Weight0.7%
Fedex Fght Hldg Co IncFDXF—
Value$180.0MValuation—Holders6Weight0.5%
Coupang IncCPNGNo trim 8q
Value$160.6MValuation—Holders11Weight0.5%
West Pharmaceutical Svsc IncWSTNo trim 6q
Value$159.6MValuation—Holders4Weight0.5%
Anheuser Busch Inbev Sa NvBUDNo trim 8q
Value$140.3MValuation—Holders4Weight0.4%
Paccar IncPCARNo trim 8q
Value$120.1MValuation—Holders2Weight0.3%
Schrodinger IncSDGR—
Value$113.5MValuation—Holders1Weight0.3%
Mcdonalds CorpMCD—
Value$90.5MValuation—Holders8Weight0.3%
Danaher CorpDHR—
Value$71.0MValuation—Holders13Weight0.2%
Kraft Heinz CoKHC—
Value$58.4MValuation—Holders10Weight0.2%
Hormel Foods CorpHRL—
Value$51.8MValuation—Holders3Weight0.2%
On Hldg AgONON—
Value$17.7MValuation—Holders4Weight0.1%
Veralto CorpVLTO—
Value$11.0MValuation—Holders4Weight0.0%

What is a superinvestor

About this investor

Portfolio overview

Gates Foundation Trust's most recent 13F filing, for the quarter ended 2026-06-30, reports 24 positions worth $34.42B. The top 5 holdings represent 83% of that value, a concentrated portfolio.

The single largest position is Berkshire Hathaway Inc at 21.4% of the portfolio, followed by Caterpillar Inc at 19.7% and Canadian Natl Ry Co at 18.0%.

Against the prior quarter, Bill Gates opened 2 new positions, exited 0, added to 0, and trimmed 2. The largest new buy was Home Depot Inc.

Across all 8 quarters on file, Berkshire Hathaway Inc has appeared in every filing, as has Caterpillar Inc. Berkshire Hathaway Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Bill Gates has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

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