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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Bill Gates (Gates Foundation Trust)
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Bill Gates

Gates Foundation Trust
Share
  • Asset Manager · CIK 0001166559
  • Industrials Tilt
  • Highly Concentrated
  • Large Fund

Bill Gates runs Gates Foundation Trust, an asset manager overseeing $35.36B in disclosed equity holdings (SEC CIK 0001166559). The latest portfolio (2025Q4) discloses 23 positions across 7 sectors, with the largest positions in BRK.B, WM and CNI. On a mark-to-market basis the tracked portfolio has returned 12.2% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Bill's filingsView holdings↓
Portfolio
$35.36B
Positions
23
Quarter
2025Q4
Filings tracked
8
Since filing+12.2%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Not enough filing history to compute mark-to-market returns for Bill Gates.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Bill Gates (Gates Foundation Trust)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Bill’s portfolio is 12.2% since 2024Q1.

Portfolio growth vs SPY
Rebased to 100 at 2024Q1 · through 2025Q4
Bill Gates
+16.4%
SPY
+33.2%
Alpha
-16.7pp
961061161261362024Q12024Q42025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$11.84B+$5.92B$0-$5.92B-$11.84B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$1.91B
Lifetime buys
$6.92B
Lifetime sells
$22.62B
Portfolio over time
AUMPositions
$0$15.77B$31.54B$47.78B2523'24Q1'24Q4'25Q4
QoQ AUM
-3.3%
8Q lifetime AUM
-22.9%
QoQ positions
+0
8Q lifetime positions
-1
Position concentration
23 positions
Top 1
28%
of book
  • Top 128%$9.75BBRK.B
  • Top 2-553%$18.84BWM, CNI, MSFT
  • Top 6-1015%$5.24BDE, ECL, WMT
  • Top 11-204%$1.44BWCN, CPNG, MSGS
  • Rest0%$85.1MRest of port