13F Portfolio

Bill Gates 13F Holdings

Bill & Melinda Gates Foundation Trust

The Gates Foundation Trust reports a concentrated portfolio connected to the foundation's long-term capital base.

Legendary investorsCIK 0001166559

Reported value

$35.4B

as of 2025-12-31

Previous value

$36.6B

as of 2025-09-30

Top holding

BRK-B

27.59% of reported value

Top 10 weight

95.68%

Based on 2025-12-31

Holdings

Top reported positions

10
TickerIssuerWeightValueSharesChange
BRK-BBRK-B27.59%$9.75B19,406,764-10.8%
WMWM17.98%$6.36B28,934,344No change
CNICNI14.49%$5.12B51,826,786No change
MSFTMSFT10.52%$3.72B7,691,207-16.3%
CATCAT10.29%$3.64B6,353,614No change
DEDE4.68%$1.66B3,557,378No change
ECLECL3.87%$1.37B5,218,044No change
WMTWMT2.64%$935M8,390,477No change
FDXFDX1.95%$689M2,384,362No change
KOFKOF1.66%$589M6,214,719No change

Movement

Major changes

BRK-B

BRK-B

-10.8%

27.59%

MSFT

MSFT

-16.3%

10.52%

Breakdown

Sector exposure

7
Industrials29.74%
N/A27.59%
Utilities18.99%
Technology10.52%
Consumer Discretionary10.18%
Consumer Staples2.28%
Health Care0.70%

Breakdown

Industry exposure

20
N/A27.59%
Environmental Services18.99%
Railroads14.49%
Computer Software10.52%
Construction/Ag Equipment/Trucks10.29%
Industrial Machinery/Components4.93%
Package Goods/Cosmetics3.87%
Department/Specialty Retail Stores2.64%

What this page shows

The holdings table reflects securities reported in the manager's Form 13F information table for 2025-12-31.

Values are reported public disclosure values and may differ from current market values or internal portfolio weights.

13F filings are delayed and do not include every asset class, short position, or private investment.