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Bill Gates 13F portfolio summary

Bill Gates of BILL & MELINDA GATES FOUNDATION TRUST has 22 current stock holdings with a reported portfolio value of $31.67B. The portfolio 1 year return is +17.05%. Top holdings include BRK-B (25.80%), WM (20.06%), CNI (16.82%), CAT (14.22%), DE (6.33%).

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Bill Gates

BILL & MELINDA GATES FOUNDATION TRUST
Latest filing: 2026-03-31

Bill Gates runs BILL & MELINDA GATES FOUNDATION TRUST and currently holds 22 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $31.67B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Bill Gates ranks #37 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is MSGS (MADISON SQUARE GRDN SPRT COR) with returns of +24.26% from their average buy price, held for approximately 19.0 quarters. Over the past year, Bill Gates's portfolio at BILL & MELINDA GATES FOUNDATION TRUST has delivered returns of +17.06%. Their 3-year annualized return is +54.88%. Looking at the 5-year horizon, Bill Gates has achieved +72.12% annualized returns at BILL & MELINDA GATES FOUNDATION TRUST.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.06%
#47/75
3 Year
+54.88%
#50/75
5 Year
+72.12%
#24/75

Portfolio Value

$31.67B

Alpha Score

49.1

#37 of 75

Holdings

22

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change