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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 · 2024Q3
24 positions
1
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
27.64%
of portfolio
Number of shares
28,957,247 sh
Holdings current value
$12.46B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 4.9%
2025Q4
Current $415.75
2
B
BRK.BBERKSHIRE HATHAWAY INC DEL
22.60%
of portfolio
Number of shares
22,137,613 sh
Holdings current value
$10.19B
Avg closing price
$436.42
+7.8%
Last action
Trimmed 9.6%
2025Q4
Current $470.55
3
W
WMWASTE MGMT INC DEL
Industrials·Waste Management
14.84%
of portfolio
Number of shares
32,234,344 sh
Holdings current value
$6.69B
Avg closing price
$213.15
+9.2%
Last action
Trimmed 9.3%
2025Q3
Current $232.80
4
C
CNICANADIAN NATL RY CO
Industrials·Railroads
14.25%
of portfolio
Number of shares
54,826,786 sh
Holdings current value
$6.42B
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
6.38%
of portfolio
Number of shares
7,353,614 sh
Holdings current value
$2.88B
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
3.29%
of portfolio
Number of shares
3,557,378 sh
Holdings current value
$1.48B
Avg closing price
$410.74
+44.1%
Last action
—
Current $591.95
7
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
2.95%
of portfolio
Number of shares
5,218,044 sh
Holdings current value
$1.33B
Avg closing price
$230.90
+17.6%
Last action
—
Current $271.45
8
W
WMTWALMART INC
Consumer Defensive·Discount Stores
1.63%
of portfolio
Number of shares
9,090,477 sh
Holdings current value
$734.06M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 7.1%
2025Q3
Current $132.03
9
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
1.54%
of portfolio
Number of shares
2,534,362 sh
Holdings current value
$693.60M
Avg closing price
$283.40
+38.6%
Last action
Trimmed 5.6%
2025Q3
Current $392.69
10
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
1.22%
of portfolio
Number of shares
6,214,719 sh
Holdings current value
$551.37M
Avg closing price
$97.20
+4.8%
Last action
—
Current $101.84
11
W
WCNWASTE CONNECTIONS INC
Industrials·Waste Management
0.85%
of portfolio
Number of shares
2,149,175 sh
Holdings current value
$384.32M
Avg closing price
$172.01
-1.8%
Last action
Trimmed 4.9%
2025Q3
Current $168.89
12
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.50%
of portfolio
Number of shares
9,248,045 sh
Holdings current value
$227.04M
Avg closing price
$17.79
+15.7%
Last action
—
Current $20.58
13
C
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.37%
of portfolio
Number of shares
1,420,072 sh
Holdings current value
$168.46M
Avg closing price
$105.83
-17.3%
Last action
Exited
2025Q3
Current $87.52
14
S
SDGRSCHRODINGER INC
Healthcare·Health Information Services
0.29%
of portfolio
Number of shares
6,981,664 sh
Holdings current value
$129.51M
Avg closing price
$27.00
-57.7%
Last action
—
Current $11.41
15
M
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
0.27%
of portfolio
Number of shares
592,406 sh
Holdings current value
$123.37M
Avg closing price
$184.52
+79.8%
Last action
—
Current $331.73
16
B
BUDANHEUSER BUSCH INBEV SA/NVADR
Consumer Defensive·Beverages - Brewers
0.25%
of portfolio
Number of shares
1,703,000 sh
Holdings current value
$112.89M
Avg closing price
$60.78
+18.8%
Last action
—
Current $72.22
17
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.23%
of portfolio
Number of shares
373,000 sh
Holdings current value
$103.70M
Avg closing price
$249.72
-28.5%
Last action
—
Current $178.57
18
U
UPSUNITED PARCEL SERVICE INC
Industrials·Integrated Freight & Logistics
0.23%
of portfolio
Number of shares
755,089 sh
Holdings current value
$102.95M
Avg closing price
$148.63
-27.5%
Last action
Exited
2025Q3
Current $107.72
19
P
PCARPACCAR INC
Industrials·Farm & Heavy Construction Machinery
0.22%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$98.68M
Avg closing price
$98.68
+28.7%
Last action
New holding
2024Q3
Current $126.97
20
K
KHCKRAFT HEINZ CO
Consumer Defensive·Packaged Foods
0.20%
of portfolio
Number of shares
2,622,600 sh
Holdings current value
$92.08M
Avg closing price
$36.90
-40.5%
Last action
Trimmed 5.4%
2025Q3
Current $21.97
21
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.15%
of portfolio
Number of shares
2,195,290 sh
Holdings current value
$69.59M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 4.8%
2025Q3
Current $21.76
22
H
H5919C104ON HLDG AG
0.06%
of portfolio
Number of shares
500,000 sh
Holdings current value
$25.07M
Avg closing price
$35.38
Last action
—
Current —
23
V
VLTOVERALTO CORP
Industrials·Pollution & Treatment Controls
0.03%
of portfolio
Number of shares
124,333 sh
Holdings current value
$13.91M
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
$292.8K
Avg closing price
$13.43
Last action
Exited
2024Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
27.64% · -3.4%
BRK.B
22.60% · +2.2%
WM
14.84% · +12.1%
CNI
14.25% · -2.6%
CAT
6.38% · +113.6%
DE
3.29% · +41.8%
ECL
2.95% · +6.3%
WMT
1.63% · +63.5%
FDX
1.54% · +43.5%
KOF
1.22% · +14.8%
WCN
0.85% · -5.6%
CPNG
0.50% · -16.2%
CCI
0.37% · -26.2%
SDGR
0.29% · -38.5%
MSGS
0.27% · +59.3%
BUD
0.25% · +8.9%
DHR
0.23% · -35.8%
UPS
0.23% · -21.0%
PCAR
0.22% · +28.7%
KHC
0.20% · -37.4%
HRL
0.15% · -31.4%
ON HLDG AG
0.06%
VLTO
0.03% · -20.6%
VRM*
0.00%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials9 pos$18.77B53.8%
  • Technology1 pos$12.46B35.7%
  • Consumer Defensive5 pos$1.56B4.5%
  • Basic Materials1 pos$1.33B3.8%
  • Healthcare2 pos$233.2M0.7%
  • Consumer Cyclical1 pos$227.0M0.7%
  • Real Estate1 pos$168.5M0.5%
  • Communication Services1 pos$123.4M0.4%
(22.7% unclassified, excluded from %)