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Latest Bill & Melinda Gates Foundation Trust Stock Portfolio

Bill & Melinda Gates Foundation Trust Performance:
2025 Q1: -1.01%YTD: -1.01%2024: 8.59%

Performance for 2025 Q1 is -1.01%, and YTD is -1.01%, and 2024 is 8.59%.

About Bill & Melinda Gates Foundation Trust and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, GATES FOUNDATION TRUST reported an equity portfolio of $41.8 Billions as of 31 Mar, 2025.

The top stock holdings of GATES FOUNDATION TRUST are MSFT, , WM. The fund has invested 25.6% of it's portfolio in MICROSOFT CORP and 21.9% of portfolio in BERKSHIRE HATHAWAY INC DEL.

They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL. GATES FOUNDATION TRUST opened new stock positions in WEST PHARMACEUTICAL SVSC INC (WST).

Bill & Melinda Gates Foundation Trust Annual Return Estimates Vs S&P 500

Our best estimate is that GATES FOUNDATION TRUST made a return of -1.01% in the last quarter. In trailing 12 months, it's portfolio return was -1.28%.

New Buys

Ticker$ Bought
west pharmaceutical svsc inc99,514,700

New stocks bought by Bill & Melinda Gates Foundation Trust

Additions

No additions were made to existing positions by Bill & Melinda Gates Foundation Trust

Reductions

Ticker% Reduced
berkshire hathaway inc del-12.63

Bill & Melinda Gates Foundation Trust reduced stake in above stock

Sold off

None of the stocks were completely sold off by Bill & Melinda Gates Foundation Trust

Sector Distribution

GATES FOUNDATION TRUST has about 36.3% of it's holdings in Others sector.

Sector%
Others36.3
Industrials30.6
Technology25.6
Basic Materials3.2
Consumer Defensive2.3

Market Cap. Distribution

GATES FOUNDATION TRUST has about 63.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED36.3
LARGE-CAP35.6
MEGA-CAP27.5

Stocks belong to which Index?

About 61.6% of the stocks held by GATES FOUNDATION TRUST either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50061.6
Others38.1
Top 5 Winners (%)%
CCI
crown castle inc
14.8 %
WM
waste mgmt inc del
14.7 %
WCN
waste connections inc
13.8 %
DE
deere & co
10.8 %
ECL
ecolab inc
8.2 %
Top 5 Winners ($)$
WM
waste mgmt inc del
958.0 M
DE
deere & co
162.4 M
ECL
ecolab inc
100.2 M
WCN
waste connections inc
50.7 M
CCI
crown castle inc
19.1 M
Top 5 Losers (%)%
MSGS
madison square grdn sprt cor
-13.7 %
FDX
fedex corp
-13.3 %
UPS
united parcel service inc
-12.8 %
MSFT
microsoft corp
-10.9 %
DHR
danaher corporation
-10.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1312.2 M
CAT
caterpillar inc
-242.4 M
FDX
fedex corp
-95.2 M
WMT
walmart inc
-23.3 M
MSGS
madison square grdn sprt cor
-18.3 M

Bill & Melinda Gates Foundation Trust Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bill & Melinda Gates Foundation Trust

GATES FOUNDATION TRUST has 25 stocks in it's portfolio. About 95.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. WM was the most profitable stock for GATES FOUNDATION TRUST last quarter.

Last Reported on: 15 May, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions