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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 236 among the investors we track. The portfolio is valued at approximately $31.67B. Their top holdings are BRK-B, WM, CNI, CAT, DE. The top five represent 83.2% of reported portfolio weight. Bill Gates ranks #617 out of 1000 investors tracked by Alpha Score. They trimmed 2 positions. Their current best-performing preview position is MSGS with returns of +24.26%.

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Top 5 Holdings
BRK-B25.8%
WM20.1%
CNI16.8%
CAT14.2%
DE6.3%
Top 5: 83.2%
Portfolio Returns
1 Year
+17.06%
#799/1000
3 Year
+54.88%
#683/1000
5 Year
+72.12%
#480/1000

Portfolio Value

$31.67B

Alpha Score

49.1

#617 of 1000

Holdings

22

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22 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BRK-B
BERKSHIRE HATHAWAY INC DEL
25.80%$336.97$509.24+51.12%
Trimmed
-12.15%
WM
WASTE MGMT INC DEL
20.06%$92.21$242.09+162.54%
Trimmed
-4.47%
CNI
CANADIAN NATL RY CO
16.82%$96.07$129.41+34.70%
Held
CAT
CATERPILLAR INC
14.22%$85.58$792.44+825.96%
Held
DE
DEERE & CO
6.33%$334.16$613.14+83.49%
Held
ECL
ECOLAB INC
4.38%$77.98$279.72+258.71%
Held
WMT
WALMART INC
3.29%$24.75$113.11+357.01%
Held
FDX
FEDEX CORP
2.68%$184.50$310.19+68.12%
Held
KOF
COCA-COLA FEMSA SAB DE CV
1.91%$131.47$109.89-16.41%
Held
WCN
WASTE CONNECTIONS INC
1.05%$135.13$173.21+28.18%
Held

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