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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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  1. Home/
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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 · 2024Q1
24 positions
1
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
33.49%
of portfolio
Number of shares
36,499,597 sh
Holdings current value
$15.36B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 3.9%
2025Q4
Current $415.75
2
W
WMWASTE MGMT INC DEL
Industrials·Waste Management
16.38%
of portfolio
Number of shares
35,234,344 sh
Holdings current value
$7.51B
Avg closing price
$213.15
+9.2%
Last action
Trimmed 8.6%
2025Q3
Current $232.80
3
B
BRK.BBERKSHIRE HATHAWAY INC DEL
15.87%
of portfolio
Number of shares
17,303,097 sh
Holdings current value
$7.28B
Avg closing price
$436.42
+7.8%
Last action
Trimmed 12.0%
2025Q4
Current $470.55
4
C
CNICANADIAN NATL RY CO
Industrials·Railroads
15.75%
of portfolio
Number of shares
54,826,786 sh
Holdings current value
$7.22B
Avg closing price
$131.71
-13.4%
Last action
Trimmed 5.2%
2025Q3
Current $114.05
5
C
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
5.88%
of portfolio
Number of shares
7,353,614 sh
Holdings current value
$2.69B
Avg closing price
$366.43
+127.9%
Last action
Trimmed 12.0%
2025Q3
Current $835.24
6
D
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
3.19%
of portfolio
Number of shares
3,557,378 sh
Holdings current value
$1.46B
Avg closing price
$410.74
+44.1%
Last action
—
Current $591.95
7
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
2.63%
of portfolio
Number of shares
5,218,044 sh
Holdings current value
$1.20B
Avg closing price
$230.90
+17.6%
Last action
—
Current $271.45
8
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
1.32%
of portfolio
Number of shares
6,214,719 sh
Holdings current value
$604.07M
Avg closing price
$97.20
+4.8%
Last action
—
Current $101.84
9
W
WMTWALMART INC
Consumer Defensive·Discount Stores
1.19%
of portfolio
Number of shares
9,090,477 sh
Holdings current value
$546.97M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 7.1%
2025Q3
Current $132.03
10
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.97%
of portfolio
Number of shares
1,534,362 sh
Holdings current value
$444.57M
Avg closing price
$283.40
+38.6%
Last action
Trimmed 8.9%
2025Q3
Current $392.69
11
W
WCNWASTE CONNECTIONS INC
Industrials·Waste Management
0.81%
of portfolio
Number of shares
2,149,175 sh
Holdings current value
$369.68M
Avg closing price
$172.01
-1.8%
Last action
Trimmed 4.9%
2025Q3
Current $168.89
12
S
SDGRSCHRODINGER INC
Healthcare·Health Information Services
0.41%
of portfolio
Number of shares
6,981,664 sh
Holdings current value
$188.50M
Avg closing price
$27.00
-57.7%
Last action
—
Current $11.41
13
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.36%
of portfolio
Number of shares
9,248,045 sh
Holdings current value
$164.52M
Avg closing price
$17.79
+15.7%
Last action
—
Current $20.58
14
C
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.33%
of portfolio
Number of shares
1,420,072 sh
Holdings current value
$150.29M
Avg closing price
$105.83
-17.3%
Last action
Exited
2025Q3
Current $87.52
15
U
UPSUNITED PARCEL SERVICE INC
Industrials·Integrated Freight & Logistics
0.24%
of portfolio
Number of shares
755,089 sh
Holdings current value
$112.23M
Avg closing price
$148.63
-27.5%
Last action
Exited
2025Q3
Current $107.72
16
M
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
0.24%
of portfolio
Number of shares
592,406 sh
Holdings current value
$109.31M
Avg closing price
$184.52
+79.8%
Last action
—
Current $331.73
17
B
BUDANHEUSER BUSCH INBEV SA/NVADR
Consumer Defensive·Beverages - Brewers
0.23%
of portfolio
Number of shares
1,703,000 sh
Holdings current value
$103.51M
Avg closing price
$60.78
+18.8%
Last action
—
Current $72.22
18
K
KHCKRAFT HEINZ CO
Consumer Defensive·Packaged Foods
0.21%
of portfolio
Number of shares
2,622,600 sh
Holdings current value
$96.77M
Avg closing price
$36.90
-40.5%
Last action
Trimmed 5.4%
2025Q3
Current $21.97
19
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.20%
of portfolio
Number of shares
373,000 sh
Holdings current value
$93.15M
Avg closing price
$249.72
-28.5%
Last action
—
Current $178.57
20
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.17%
of portfolio
Number of shares
2,195,290 sh
Holdings current value
$76.59M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 4.8%
2025Q3
Current $21.76
21
C
CVNACARVANA CO
Consumer Cyclical·Auto & Truck Dealerships
0.10%
of portfolio
Number of shares
520,000 sh
Holdings current value
$45.71M
Avg closing price
$87.91
+358.4%
Last action
Exited
2024Q2
Current $403.02
22
H
H5919C104ON HLDG AG
0.04%
of portfolio
Number of shares
500,000 sh
Holdings current value
$17.69M
Avg closing price
$35.38
Last action
—
Current —
23
V
VLTOVERALTO CORP
Industrials·Pollution & Treatment Controls
0.02%
of portfolio
Number of shares
124,333 sh
Holdings current value
$11.02M
Avg closing price
$88.66
+0.1%
Last action
—
Current $88.79
24
V
VRM*VROOM INC
0.00%
of portfolio
Number of shares
31,250 sh
Holdings current value
$419.7K
Avg closing price
$13.43
Last action
Exited
2024Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
33.49% · -1.2%
WM
16.38% · +9.2%
BRK.B
15.87% · +11.9%
CNI
15.75% · -13.4%
CAT
5.88% · +127.9%
DE
3.19% · +44.1%
ECL
2.63% · +17.6%
KOF
1.32% · +4.8%
WMT
1.19% · +119.4%
FDX
0.97% · +35.5%
WCN
0.81% · -1.8%
SDGR
0.41% · -57.7%
CPNG
0.36% · +15.7%
CCI
0.33% · -17.3%
UPS
0.24% · -27.5%
MSGS
0.24% · +79.8%
BUD
0.23% · +18.8%
KHC
0.21% · -40.5%
DHR
0.20% · -28.5%
HRL
0.17% · -37.6%
CVNA
0.10% · +358.4%
ON HLDG AG
0.04%
VLTO
0.02% · +0.1%
VRM*
0.00%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials8 pos$19.82B51.4%
  • Technology1 pos$15.36B39.8%
  • Consumer Defensive5 pos$1.43B3.7%
  • Basic Materials1 pos$1.20B3.1%
  • Healthcare2 pos$281.7M0.7%
  • Consumer Cyclical2 pos$210.2M0.5%
  • Real Estate1 pos$150.3M0.4%
  • Communication Services1 pos$109.3M0.3%
(15.9% unclassified, excluded from %)