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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 · 2024Q2
23 positions
1
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
32.71%
of portfolio
Number of shares
34,889,597 sh
Holdings current value
$15.59B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 4.1%
2025Q4
Current $415.75
2
B
BRK.BBERKSHIRE HATHAWAY INC DEL
21.01%
of portfolio
Number of shares
24,620,202 sh
Holdings current value
$10.02B
Avg closing price
$436.42
+7.8%
Last action
Trimmed 8.7%
2025Q4
Current $470.55
3
W
WMWASTE MGMT INC DEL
Industrials·Waste Management
15.77%
of portfolio
Number of shares
35,234,344 sh
Holdings current value
$7.52B
Avg closing price
$213.15
+9.2%
Last action
Trimmed 8.6%
2025Q3
Current $232.80
4
C
CNICANADIAN NATL RY CO
Industrials·Railroads
13.59%
of portfolio
Number of shares
54,826,786 sh
Holdings current value
$6.48B
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
5.14%
of portfolio
Number of shares
7,353,614 sh
Holdings current value
$2.45B
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
2.79%
of portfolio
Number of shares
3,557,378 sh
Holdings current value
$1.33B
Avg closing price
$410.74
+44.1%
Last action
—
Current $591.95
7
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
2.61%
of portfolio
Number of shares
5,218,044 sh
Holdings current value
$1.24B
Avg closing price
$230.90
+17.6%
Last action
—
Current $271.45
8
W
WMTWALMART INC
Consumer Defensive·Discount Stores
1.29%
of portfolio
Number of shares
9,090,477 sh
Holdings current value
$615.52M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 7.1%
2025Q3
Current $132.03
9
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
1.12%
of portfolio
Number of shares
6,214,719 sh
Holdings current value
$533.47M
Avg closing price
$97.20
+4.8%
Last action
—
Current $101.84
10
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.97%
of portfolio
Number of shares
1,534,362 sh
Holdings current value
$460.06M
Avg closing price
$283.40
+38.6%
Last action
Trimmed 8.9%
2025Q3
Current $392.69
11
W
WCNWASTE CONNECTIONS INC
Industrials·Waste Management
0.79%
of portfolio
Number of shares
2,149,175 sh
Holdings current value
$376.88M
Avg closing price
$172.01
-1.8%
Last action
Trimmed 4.9%
2025Q3
Current $168.89
12
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.41%
of portfolio
Number of shares
9,248,045 sh
Holdings current value
$193.75M
Avg closing price
$17.79
+15.7%
Last action
—
Current $20.58
13
C
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.29%
of portfolio
Number of shares
1,420,072 sh
Holdings current value
$138.74M
Avg closing price
$105.83
-17.3%
Last action
Exited
2025Q3
Current $87.52
14
S
SDGRSCHRODINGER INC
Healthcare·Health Information Services
0.28%
of portfolio
Number of shares
6,981,664 sh
Holdings current value
$135.03M
Avg closing price
$27.00
-57.7%
Last action
—
Current $11.41
15
M
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
0.23%
of portfolio
Number of shares
592,406 sh
Holdings current value
$111.45M
Avg closing price
$184.52
+79.8%
Last action
—
Current $331.73
16
U
UPSUNITED PARCEL SERVICE INC
Industrials·Integrated Freight & Logistics
0.22%
of portfolio
Number of shares
755,089 sh
Holdings current value
$103.33M
Avg closing price
$148.63
-27.5%
Last action
Exited
2025Q3
Current $107.72
17
B
BUDANHEUSER BUSCH INBEV SA/NVADR
Consumer Defensive·Beverages - Brewers
0.21%
of portfolio
Number of shares
1,703,000 sh
Holdings current value
$99.03M
Avg closing price
$60.78
+18.8%
Last action
—
Current $72.22
18
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.20%
of portfolio
Number of shares
373,000 sh
Holdings current value
$93.19M
Avg closing price
$249.72
-28.5%
Last action
—
Current $178.57
19
K
KHCKRAFT HEINZ CO
Consumer Defensive·Packaged Foods
0.18%
of portfolio
Number of shares
2,622,600 sh
Holdings current value
$84.50M
Avg closing price
$36.90
-40.5%
Last action
Trimmed 5.4%
2025Q3
Current $21.97
20
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.14%
of portfolio
Number of shares
2,195,290 sh
Holdings current value
$66.93M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 4.8%
2025Q3
Current $21.76
21
H
H5919C104ON HLDG AG
0.04%
of portfolio
Number of shares
500,000 sh
Holdings current value
$19.40M
Avg closing price
$35.38
Last action
—
Current —
22
V
VLTOVERALTO CORP
Industrials·Pollution & Treatment Controls
0.02%
of portfolio
Number of shares
124,333 sh
Holdings current value
$11.87M
Avg closing price
$88.66
+0.1%
Last action
—
Current $88.79
23
V
VRM*VROOM INC
0.00%
of portfolio
Number of shares
31,250 sh
Holdings current value
$291.3K
Avg closing price
$13.43
Last action
Exited
2024Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
32.71% · -7.0%
BRK.B
21.01% · +15.7%
WM
15.77% · +9.1%
CNI
13.59% · -3.5%
CAT
5.14% · +150.7%
DE
2.79% · +58.4%
ECL
2.61% · +14.1%
WMT
1.29% · +95.0%
KOF
1.12% · +18.6%
FDX
0.97% · +31.0%
WCN
0.79% · -3.7%
CPNG
0.41% · -1.8%
CCI
0.29% · -10.4%
SDGR
0.28% · -41.0%
MSGS
0.23% · +76.3%
UPS
0.22% · -21.3%
BUD
0.21% · +24.2%
DHR
0.20% · -28.5%
KHC
0.18% · -31.8%
HRL
0.14% · -28.6%
ON HLDG AG
0.04%
VLTO
0.02% · -7.0%
VRM*
0.00%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials8 pos$18.72B49.8%
  • Technology1 pos$15.59B41.4%
  • Consumer Defensive5 pos$1.40B3.7%
  • Basic Materials1 pos$1.24B3.3%
  • Healthcare2 pos$228.2M0.6%
  • Consumer Cyclical1 pos$193.7M0.5%
  • Real Estate1 pos$138.7M0.4%
  • Communication Services1 pos$111.4M0.3%
(21.1% unclassified, excluded from %)