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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 · 2025Q1
25 positions
1
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
25.55%
of portfolio
Number of shares
28,457,247 sh
Holdings current value
$10.68B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 5.0%
2025Q4
Current $415.75
2
B
BRK.BBERKSHIRE HATHAWAY INC DEL
21.88%
of portfolio
Number of shares
17,172,435 sh
Holdings current value
$9.15B
Avg closing price
$436.42
+7.8%
Last action
Trimmed 12.1%
2025Q4
Current $470.55
3
W
WMWASTE MGMT INC DEL
Industrials·Waste Management
17.85%
of portfolio
Number of shares
32,234,344 sh
Holdings current value
$7.46B
Avg closing price
$213.15
+9.2%
Last action
Trimmed 9.3%
2025Q3
Current $232.80
4
C
CNICANADIAN NATL RY CO
Industrials·Railroads
12.78%
of portfolio
Number of shares
54,826,786 sh
Holdings current value
$5.34B
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
5.80%
of portfolio
Number of shares
7,353,614 sh
Holdings current value
$2.43B
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
3.99%
of portfolio
Number of shares
3,557,378 sh
Holdings current value
$1.67B
Avg closing price
$410.74
+44.1%
Last action
—
Current $591.95
7
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
3.16%
of portfolio
Number of shares
5,218,044 sh
Holdings current value
$1.32B
Avg closing price
$230.90
+17.6%
Last action
—
Current $271.45
8
W
WMTWALMART INC
Consumer Defensive·Discount Stores
1.91%
of portfolio
Number of shares
9,090,477 sh
Holdings current value
$798.05M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 7.1%
2025Q3
Current $132.03
9
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
1.48%
of portfolio
Number of shares
2,534,362 sh
Holdings current value
$617.83M
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
1.36%
of portfolio
Number of shares
6,214,719 sh
Holdings current value
$567.34M
Avg closing price
$97.20
+4.8%
Last action
—
Current $101.84
11
W
WCNWASTE CONNECTIONS INC
Industrials·Waste Management
1.00%
of portfolio
Number of shares
2,149,175 sh
Holdings current value
$419.50M
Avg closing price
$172.01
-1.8%
Last action
Trimmed 4.9%
2025Q3
Current $168.89
12
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.49%
of portfolio
Number of shares
9,248,045 sh
Holdings current value
$202.81M
Avg closing price
$17.79
+15.7%
Last action
—
Current $20.58
13
C
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.35%
of portfolio
Number of shares
1,420,072 sh
Holdings current value
$148.01M
Avg closing price
$105.83
-17.3%
Last action
Exited
2025Q3
Current $87.52
14
S
SDGRSCHRODINGER INC
Healthcare·Health Information Services
0.33%
of portfolio
Number of shares
6,981,664 sh
Holdings current value
$137.82M
Avg closing price
$27.00
-57.7%
Last action
—
Current $11.41
15
M
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
0.28%
of portfolio
Number of shares
592,406 sh
Holdings current value
$115.35M
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
$104.84M
Avg closing price
$60.78
+18.8%
Last action
—
Current $72.22
17
M
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.25%
of portfolio
Number of shares
334,900 sh
Holdings current value
$104.61M
Avg closing price
$289.89
+4.4%
Last action
New holding
2024Q4
Current $302.53
18
W
WSTWEST PHARMACEUTICAL SVSC INC
Healthcare·Medical Instruments & Supplies
0.24%
of portfolio
Number of shares
444,500 sh
Holdings current value
$99.51M
Avg closing price
$223.88
+38.3%
Last action
New holding
2025Q1
Current $309.70
19
P
PCARPACCAR INC
Industrials·Farm & Heavy Construction Machinery
0.23%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$97.37M
Avg closing price
$98.68
+28.7%
Last action
New holding
2024Q3
Current $126.97
20
U
UPSUNITED PARCEL SERVICE INC
Industrials·Integrated Freight & Logistics
0.20%
of portfolio
Number of shares
755,089 sh
Holdings current value
$83.05M
Avg closing price
$148.63
-27.5%
Last action
Exited
2025Q3
Current $107.72
21
K
KHCKRAFT HEINZ CO
Consumer Defensive·Packaged Foods
0.19%
of portfolio
Number of shares
2,622,600 sh
Holdings current value
$79.81M
Avg closing price
$36.90
-40.5%
Last action
Trimmed 5.4%
2025Q3
Current $21.97
22
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.18%
of portfolio
Number of shares
373,000 sh
Holdings current value
$76.47M
Avg closing price
$249.72
-28.5%
Last action
—
Current $178.57
23
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.16%
of portfolio
Number of shares
2,195,290 sh
Holdings current value
$67.92M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 4.8%
2025Q3
Current $21.76
24
H
H5919C104ON HLDG AG
0.05%
of portfolio
Number of shares
500,000 sh
Holdings current value
$21.96M
Avg closing price
$35.38
Last action
—
Current —
25
V
VLTOVERALTO CORP
Industrials·Pollution & Treatment Controls
0.03%
of portfolio
Number of shares
124,333 sh
Holdings current value
$12.12M
Avg closing price
$88.66
+0.1%
Last action
—
Current $88.79

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
25.55% · +10.8%
BRK.B
21.88% · -11.6%
WM
17.85% · +0.6%
CNI
12.78% · +17.0%
CAT
5.80% · +153.3%
DE
3.99% · +26.1%
ECL
3.16% · +7.1%
WMT
1.91% · +50.4%
FDX
1.48% · +61.1%
KOF
1.36% · +11.6%
WCN
1.00% · -13.5%
CPNG
0.49% · -6.2%
CCI
0.35% · -16.0%
SDGR
0.33% · -42.2%
MSGS
0.28% · +70.4%
BUD
0.25% · +17.3%
MCD
0.25% · -3.2%
WST
0.24% · +38.3%
PCAR
0.23% · +30.4%
UPS
0.20% · -2.1%
KHC
0.19% · -27.8%
DHR
0.18% · -12.9%
HRL
0.16% · -29.7%
ON HLDG AG
0.05%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials9 pos$18.13B55.5%
  • Technology1 pos$10.68B32.7%
  • Consumer Defensive5 pos$1.62B5.0%
  • Basic Materials1 pos$1.32B4.1%
  • Healthcare3 pos$313.8M1.0%
  • Consumer Cyclical2 pos$307.4M0.9%
  • Real Estate1 pos$148.0M0.5%
  • Communication Services1 pos$115.4M0.4%
(21.9% unclassified, excluded from %)