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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 · 2024Q4
24 positions
1
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
28.55%
of portfolio
Number of shares
28,457,247 sh
Holdings current value
$11.99B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 5.0%
2025Q4
Current $415.75
2
B
BRK.BBERKSHIRE HATHAWAY INC DEL
21.20%
of portfolio
Number of shares
19,655,024 sh
Holdings current value
$8.91B
Avg closing price
$436.42
+7.8%
Last action
Trimmed 10.7%
2025Q4
Current $470.55
3
W
WMWASTE MGMT INC DEL
Industrials·Waste Management
15.48%
of portfolio
Number of shares
32,234,344 sh
Holdings current value
$6.50B
Avg closing price
$213.15
+9.2%
Last action
Trimmed 9.3%
2025Q3
Current $232.80
4
C
CNICANADIAN NATL RY CO
Industrials·Railroads
13.25%
of portfolio
Number of shares
54,826,786 sh
Holdings current value
$5.57B
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
6.35%
of portfolio
Number of shares
7,353,614 sh
Holdings current value
$2.67B
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
3.59%
of portfolio
Number of shares
3,557,378 sh
Holdings current value
$1.51B
Avg closing price
$410.74
+44.1%
Last action
—
Current $591.95
7
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
2.91%
of portfolio
Number of shares
5,218,044 sh
Holdings current value
$1.22B
Avg closing price
$230.90
+17.6%
Last action
—
Current $271.45
8
W
WMTWALMART INC
Consumer Defensive·Discount Stores
1.95%
of portfolio
Number of shares
9,090,477 sh
Holdings current value
$821.32M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 7.1%
2025Q3
Current $132.03
9
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
1.70%
of portfolio
Number of shares
2,534,362 sh
Holdings current value
$712.99M
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
1.15%
of portfolio
Number of shares
6,214,719 sh
Holdings current value
$484.06M
Avg closing price
$97.20
+4.8%
Last action
—
Current $101.84
11
W
WCNWASTE CONNECTIONS INC
Industrials·Waste Management
0.88%
of portfolio
Number of shares
2,149,175 sh
Holdings current value
$368.76M
Avg closing price
$172.01
-1.8%
Last action
Trimmed 4.9%
2025Q3
Current $168.89
12
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.48%
of portfolio
Number of shares
9,248,045 sh
Holdings current value
$203.27M
Avg closing price
$17.79
+15.7%
Last action
—
Current $20.58
13
S
SDGRSCHRODINGER INC
Healthcare·Health Information Services
0.32%
of portfolio
Number of shares
6,981,664 sh
Holdings current value
$134.68M
Avg closing price
$27.00
-57.7%
Last action
—
Current $11.41
14
M
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
0.32%
of portfolio
Number of shares
592,406 sh
Holdings current value
$133.69M
Avg closing price
$184.52
+79.8%
Last action
—
Current $331.73
15
C
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.31%
of portfolio
Number of shares
1,420,072 sh
Holdings current value
$128.89M
Avg closing price
$105.83
-17.3%
Last action
Exited
2025Q3
Current $87.52
16
P
PCARPACCAR INC
Industrials·Farm & Heavy Construction Machinery
0.25%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$104.02M
Avg closing price
$98.68
+28.7%
Last action
New holding
2024Q3
Current $126.97
17
M
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.23%
of portfolio
Number of shares
334,900 sh
Holdings current value
$97.08M
Avg closing price
$289.89
+4.4%
Last action
New holding
2024Q4
Current $302.53
18
U
UPSUNITED PARCEL SERVICE INC
Industrials·Integrated Freight & Logistics
0.23%
of portfolio
Number of shares
755,089 sh
Holdings current value
$95.22M
Avg closing price
$148.63
-27.5%
Last action
Exited
2025Q3
Current $107.72
19
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.20%
of portfolio
Number of shares
373,000 sh
Holdings current value
$85.62M
Avg closing price
$249.72
-28.5%
Last action
—
Current $178.57
20
B
BUDANHEUSER BUSCH INBEV SA/NVADR
Consumer Defensive·Beverages - Brewers
0.20%
of portfolio
Number of shares
1,703,000 sh
Holdings current value
$85.27M
Avg closing price
$60.78
+18.8%
Last action
—
Current $72.22
21
K
KHCKRAFT HEINZ CO
Consumer Defensive·Packaged Foods
0.19%
of portfolio
Number of shares
2,622,600 sh
Holdings current value
$80.54M
Avg closing price
$36.90
-40.5%
Last action
Trimmed 5.4%
2025Q3
Current $21.97
22
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.16%
of portfolio
Number of shares
2,195,290 sh
Holdings current value
$68.87M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 4.8%
2025Q3
Current $21.76
23
H
H5919C104ON HLDG AG
0.07%
of portfolio
Number of shares
500,000 sh
Holdings current value
$27.39M
Avg closing price
$35.38
Last action
—
Current —
24
V
VLTOVERALTO CORP
Industrials·Pollution & Treatment Controls
0.03%
of portfolio
Number of shares
124,333 sh
Holdings current value
$12.66M
Avg closing price
$88.66
+0.1%
Last action
—
Current $88.79

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
28.55% · -1.4%
BRK.B
21.20% · +3.8%
WM
15.48% · +15.4%
CNI
13.25% · +12.4%
CAT
6.35% · +130.2%
DE
3.59% · +39.7%
ECL
2.91% · +15.8%
WMT
1.95% · +46.1%
FDX
1.70% · +39.6%
KOF
1.15% · +30.7%
WCN
0.88% · -1.6%
CPNG
0.48% · -6.4%
SDGR
0.32% · -40.9%
MSGS
0.32% · +47.0%
CCI
0.31% · -3.6%
PCAR
0.25% · +22.1%
MCD
0.23% · +4.4%
UPS
0.23% · -14.6%
DHR
0.20% · -22.2%
BUD
0.20% · +44.2%
KHC
0.19% · -28.5%
HRL
0.16% · -30.6%
ON HLDG AG
0.07%
VLTO
0.03% · -12.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials9 pos$17.54B53.0%
  • Technology1 pos$11.99B36.3%
  • Consumer Defensive5 pos$1.54B4.7%
  • Basic Materials1 pos$1.22B3.7%
  • Consumer Cyclical2 pos$300.4M0.9%
  • Healthcare2 pos$220.3M0.7%
  • Communication Services1 pos$133.7M0.4%
  • Real Estate1 pos$128.9M0.4%
(21.3% unclassified, excluded from %)