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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

Holdings

Sorted by value · 2025Q4
23 positions
1
B
BRK.BBERKSHIRE HATHAWAY INC DEL
27.59%
of portfolio
Number of shares
19,406,764 sh
Holdings current value
$9.75B
Avg closing price
$436.42
+7.8%
Last action
Trimmed 10.8%
2025Q4
Current $470.55
2
W
WMWASTE MGMT INC DEL
Industrials·Waste Management
17.98%
of portfolio
Number of shares
28,934,344 sh
Holdings current value
$6.36B
Avg closing price
$213.15
+9.2%
Last action
Trimmed 10.2%
2025Q3
Current $232.80
3
C
CNICANADIAN NATL RY CO
Industrials·Railroads
14.49%
of portfolio
Number of shares
51,826,786 sh
Holdings current value
$5.12B
Avg closing price
$131.71
-13.4%
Last action
Trimmed 5.5%
2025Q3
Current $114.05
4
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
10.52%
of portfolio
Number of shares
7,691,207 sh
Holdings current value
$3.72B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 16.3%
2025Q4
Current $415.75
5
C
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
10.29%
of portfolio
Number of shares
6,353,614 sh
Holdings current value
$3.64B
Avg closing price
$366.43
+127.9%
Last action
Trimmed 13.6%
2025Q3
Current $835.24
6
D
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
4.68%
of portfolio
Number of shares
3,557,378 sh
Holdings current value
$1.66B
Avg closing price
$410.74
+44.1%
Last action
—
Current $591.95
7
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
3.87%
of portfolio
Number of shares
5,218,044 sh
Holdings current value
$1.37B
Avg closing price
$230.90
+17.6%
Last action
—
Current $271.45
8
W
WMTWALMART INC
Consumer Defensive·Discount Stores
2.64%
of portfolio
Number of shares
8,390,477 sh
Holdings current value
$934.78M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 7.7%
2025Q3
Current $132.03
9
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
1.95%
of portfolio
Number of shares
2,384,362 sh
Holdings current value
$688.75M
Avg closing price
$283.40
+38.6%
Last action
Trimmed 5.9%
2025Q3
Current $392.69
10
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
1.66%
of portfolio
Number of shares
6,214,719 sh
Holdings current value
$588.60M
Avg closing price
$97.20
+4.8%
Last action
—
Current $101.84
11
W
WCNWASTE CONNECTIONS INC
Industrials·Waste Management
1.01%
of portfolio
Number of shares
2,039,175 sh
Holdings current value
$357.59M
Avg closing price
$172.01
-1.8%
Last action
Trimmed 5.1%
2025Q3
Current $168.89
12
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.62%
of portfolio
Number of shares
9,248,045 sh
Holdings current value
$218.16M
Avg closing price
$17.79
+15.7%
Last action
—
Current $20.58
13
M
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
0.43%
of portfolio
Number of shares
592,406 sh
Holdings current value
$153.23M
Avg closing price
$184.52
+79.8%
Last action
—
Current $331.73
14
S
SDGRSCHRODINGER INC
Healthcare·Health Information Services
0.35%
of portfolio
Number of shares
6,981,664 sh
Holdings current value
$124.83M
Avg closing price
$27.00
-57.7%
Last action
—
Current $11.41
15
W
WSTWEST PHARMACEUTICAL SVSC INC
Healthcare·Medical Instruments & Supplies
0.35%
of portfolio
Number of shares
444,500 sh
Holdings current value
$122.30M
Avg closing price
$223.88
+38.3%
Last action
New holding
2025Q1
Current $309.70
16
P
PCARPACCAR INC
Industrials·Farm & Heavy Construction Machinery
0.31%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$109.51M
Avg closing price
$98.68
+28.7%
Last action
New holding
2024Q3
Current $126.97
17
B
BUDANHEUSER BUSCH INBEV SA/NVADR
Consumer Defensive·Beverages - Brewers
0.31%
of portfolio
Number of shares
1,703,000 sh
Holdings current value
$109.06M
Avg closing price
$60.78
+18.8%
Last action
—
Current $72.22
18
M
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.29%
of portfolio
Number of shares
334,900 sh
Holdings current value
$102.36M
Avg closing price
$289.89
+4.4%
Last action
New holding
2024Q4
Current $302.53
19
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.24%
of portfolio
Number of shares
373,000 sh
Holdings current value
$85.39M
Avg closing price
$249.72
-28.5%
Last action
—
Current $178.57
20
K
KHCKRAFT HEINZ CO
Consumer Defensive·Packaged Foods
0.17%
of portfolio
Number of shares
2,472,600 sh
Holdings current value
$59.96M
Avg closing price
$36.90
-40.5%
Last action
Trimmed 5.7%
2025Q3
Current $21.97
21
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.14%
of portfolio
Number of shares
2,085,290 sh
Holdings current value
$49.42M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 5.0%
2025Q3
Current $21.76
22
H
H5919C104ON HLDG AG
0.07%
of portfolio
Number of shares
500,000 sh
Holdings current value
$23.24M
Avg closing price
$35.38
Last action
—
Current —
23
V
VLTOVERALTO CORP
Industrials·Pollution & Treatment Controls
0.04%
of portfolio
Number of shares
124,333 sh
Holdings current value
$12.41M
Avg closing price
$88.66
+0.1%
Last action
—
Current $88.79

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.B
27.59% · -6.4%
WM
17.98% · +6.0%
CNI
14.49% · +15.4%
MSFT
10.52% · -14.0%
CAT
10.29% · +45.8%
DE
4.68% · +27.1%
ECL
3.87% · +3.4%
WMT
2.64% · +18.5%
FDX
1.95% · +35.9%
KOF
1.66% · +7.5%
WCN
1.01% · -3.7%
CPNG
0.62% · -12.8%
MSGS
0.43% · +28.3%
SDGR
0.35% · -36.2%
WST
0.35% · +12.6%
PCAR
0.31% · +15.9%
BUD
0.31% · +12.8%
MCD
0.29% · -1.0%
DHR
0.24% · -22.0%
KHC
0.17% · -9.4%
HRL
0.14% · -8.2%
ON HLDG AG
0.07%
VLTO
0.04% · -11.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials8 pos$17.94B70.1%
  • Technology1 pos$3.72B14.5%
  • Consumer Defensive5 pos$1.74B6.8%
  • Basic Materials1 pos$1.37B5.4%
  • Healthcare3 pos$332.5M1.3%
  • Consumer Cyclical2 pos$320.5M1.3%
  • Communication Services1 pos$153.2M0.6%
(27.7% unclassified, excluded from %)