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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 · 2025Q2
25 positions
1
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
27.27%
of portfolio
Number of shares
26,191,207 sh
Holdings current value
$13.03B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 5.4%
2025Q4
Current $415.75
2
B
BRK.BBERKSHIRE HATHAWAY INC DEL
24.53%
of portfolio
Number of shares
24,123,684 sh
Holdings current value
$11.72B
Avg closing price
$436.42
+7.8%
Last action
Trimmed 8.9%
2025Q4
Current $470.55
3
W
WMWASTE MGMT INC DEL
Industrials·Waste Management
15.44%
of portfolio
Number of shares
32,234,344 sh
Holdings current value
$7.38B
Avg closing price
$213.15
+9.2%
Last action
Trimmed 9.3%
2025Q3
Current $232.80
4
C
CNICANADIAN NATL RY CO
Industrials·Railroads
11.94%
of portfolio
Number of shares
54,826,786 sh
Holdings current value
$5.70B
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
5.97%
of portfolio
Number of shares
7,353,614 sh
Holdings current value
$2.85B
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
3.79%
of portfolio
Number of shares
3,557,378 sh
Holdings current value
$1.81B
Avg closing price
$410.74
+44.1%
Last action
—
Current $591.95
7
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
2.94%
of portfolio
Number of shares
5,218,044 sh
Holdings current value
$1.41B
Avg closing price
$230.90
+17.6%
Last action
—
Current $271.45
8
W
WMTWALMART INC
Consumer Defensive·Discount Stores
1.86%
of portfolio
Number of shares
9,090,477 sh
Holdings current value
$888.87M
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
1.26%
of portfolio
Number of shares
6,214,719 sh
Holdings current value
$601.15M
Avg closing price
$97.20
+4.8%
Last action
—
Current $101.84
10
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
1.21%
of portfolio
Number of shares
2,534,362 sh
Holdings current value
$576.09M
Avg closing price
$283.40
+38.6%
Last action
Trimmed 5.6%
2025Q3
Current $392.69
11
W
WCNWASTE CONNECTIONS INC
Industrials·Waste Management
0.84%
of portfolio
Number of shares
2,149,175 sh
Holdings current value
$401.29M
Avg closing price
$172.01
-1.8%
Last action
Trimmed 4.9%
2025Q3
Current $168.89
12
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.58%
of portfolio
Number of shares
9,248,045 sh
Holdings current value
$277.07M
Avg closing price
$17.79
+15.7%
Last action
—
Current $20.58
13
C
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.31%
of portfolio
Number of shares
1,420,072 sh
Holdings current value
$145.88M
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
$140.47M
Avg closing price
$27.00
-57.7%
Last action
—
Current $11.41
15
M
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
0.26%
of portfolio
Number of shares
592,406 sh
Holdings current value
$123.78M
Avg closing price
$184.52
+79.8%
Last action
—
Current $331.73
16
B
BUDANHEUSER BUSCH INBEV SA/NVADR
Consumer Defensive·Beverages - Brewers
0.24%
of portfolio
Number of shares
1,703,000 sh
Holdings current value
$117.03M
Avg closing price
$60.78
+18.8%
Last action
—
Current $72.22
17
M
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.20%
of portfolio
Number of shares
334,900 sh
Holdings current value
$97.85M
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
0.20%
of portfolio
Number of shares
444,500 sh
Holdings current value
$97.26M
Avg closing price
$223.88
+38.3%
Last action
New holding
2025Q1
Current $309.70
19
P
PCARPACCAR INC
Industrials·Farm & Heavy Construction Machinery
0.20%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$95.06M
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
0.16%
of portfolio
Number of shares
755,089 sh
Holdings current value
$76.22M
Avg closing price
$148.63
-27.5%
Last action
Exited
2025Q3
Current $107.72
21
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.15%
of portfolio
Number of shares
373,000 sh
Holdings current value
$73.68M
Avg closing price
$249.72
-28.5%
Last action
—
Current $178.57
22
K
KHCKRAFT HEINZ CO
Consumer Defensive·Packaged Foods
0.14%
of portfolio
Number of shares
2,622,600 sh
Holdings current value
$67.72M
Avg closing price
$36.90
-40.5%
Last action
Trimmed 5.4%
2025Q3
Current $21.97
23
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.14%
of portfolio
Number of shares
2,195,290 sh
Holdings current value
$66.41M
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
$26.02M
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
$12.55M
Avg closing price
$88.66
+0.1%
Last action
—
Current $88.79

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
27.27% · -16.4%
BRK.B
24.53% · -3.1%
WM
15.44% · +1.7%
CNI
11.94% · +9.6%
CAT
5.97% · +115.2%
DE
3.79% · +16.4%
ECL
2.94% · +0.7%
WMT
1.86% · +35.0%
KOF
1.26% · +5.3%
FDX
1.21% · +72.8%
WCN
0.84% · -9.5%
CPNG
0.58% · -31.3%
CCI
0.31% · -14.8%
SDGR
0.29% · -43.3%
MSGS
0.26% · +58.8%
BUD
0.24% · +5.1%
MCD
0.20% · +3.5%
WST
0.20% · +41.5%
PCAR
0.20% · +33.6%
UPS
0.16% · +6.7%
DHR
0.15% · -9.6%
KHC
0.14% · -14.9%
HRL
0.14% · -28.1%
ON HLDG AG
0.05%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials9 pos$18.90B52.5%
  • Technology1 pos$13.03B36.2%
  • Consumer Defensive5 pos$1.74B4.8%
  • Basic Materials1 pos$1.41B3.9%
  • Consumer Cyclical2 pos$374.9M1.0%
  • Healthcare3 pos$311.4M0.9%
  • Real Estate1 pos$145.9M0.4%
  • Communication Services1 pos$123.8M0.3%
(24.6% unclassified, excluded from %)