Reddit crowd sentimentTracked across the finance subredditsSee the dashboard for live mention dataReddit crowd sentimentTracked across the finance subredditsSee the dashboard for live mention data
Foundation trust · Long-only 13F filer
Bill & Melinda Gates Foundation Trust
$34.4B+$2.8B vs prior 13FUS long stock positions · not assets under managementSEC EDGAR · 13F-HR · filed 14 August 2026
Bill & Melinda Gates Foundation Trust's latest 13F filing covers the quarter ended 30 June 2026 and was filed 14 August 2026 (45 days after quarter end): 24 disclosed US-listed positions — $34.4 billion in long stock. Two new buys against the prior quarter. Holdings are up to 45 days old by the time they clear EDGAR.
Portfolio · vs S&P 500Bill & Melinda Gates Foundation TrustS&P 500
The line rebuilds Bill & Melinda Gates Foundation Trust's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.
S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source
Portfolio · vs S&P 500Bill & Melinda Gates Foundation TrustS&P 500
Sept 2024Bill & Melinda Gates Foundation Trust -24% · S&P from Sept 2025: +12%
The line rebuilds Bill & Melinda Gates Foundation Trust's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.
S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source
Long stock value$34.4B
Positions24
Top holdingBRK.B · 21.4%
Top sectorIndustrials 65%
New buys · Q2 20262
Exits · Q2 20260
Portfolio reconstructed from SEC EDGAR 13F filings · values as reported · as of Q2 2026
Industrials carries the largest share of disclosed value, at 65%.
Industrials65%
CAT · CNI · DE · FDX · PCAR · VLTO · WCN · WM
Financial Services21%
BRK.B
Consumer Defensive5%
BUD · HRL · KHC · KOF · WMT
Basic Materials4%
ECL
Consumer Cyclical2%
CPNG · HD · MCD
Healthcare1%
DHR · SDGR · WST
Communication Services1%
MSGS
Other / unclassified1%
FDXF · ONON
What is Bill & Melinda Gates Foundation Trust's biggest holding?+
As of the quarter ended 30 June 2026, the largest disclosed position was BRK.B (BERKSHIRE HATHAWAY INC DEL), about 21.4% of the disclosed US-listed portfolio by reported value.
What did Bill Gates's Bill & Melinda Gates Foundation Trust buy in Q2 2026?+
2 new positions were disclosed for the quarter ended 30 June 2026: HD, FDXF. Adds and trims are listed in the quarterly-changes table on this page.
How concentrated is the portfolio?+
Very concentrated. The top five positions are 83% of disclosed value and the top ten are 95%.
When is Bill & Melinda Gates Foundation Trust's next 13F due?+
13F filings for the quarter ended 30 September 2026 are due by 16 November 2026 — managers have 45 days after each calendar quarter ends. Whether Bill & Melinda Gates Foundation Trust files is up to the manager; we show whatever EDGAR receives.
Does this show the whole portfolio?+
No. Form 13F covers US-listed long equity and some options only — no short bets, bonds, cash, private businesses, non-US holdings or timing inside the quarter. Amended filings replace originals; this page always shows the latest canonical version.