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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 · 2025Q3
23 positions
1
B
BRK.BBERKSHIRE HATHAWAY INC DEL
29.91%
of portfolio
Number of shares
21,765,224 sh
Holdings current value
$10.94B
Avg closing price
$436.42
+7.8%
Last action
Trimmed 9.8%
2025Q4
Current $470.55
2
W
WMWASTE MGMT INC DEL
Industrials·Waste Management
17.47%
of portfolio
Number of shares
28,934,344 sh
Holdings current value
$6.39B
Avg closing price
$213.15
+9.2%
Last action
Trimmed 10.2%
2025Q3
Current $232.80
3
C
CNICANADIAN NATL RY CO
Industrials·Railroads
13.36%
of portfolio
Number of shares
51,826,786 sh
Holdings current value
$4.89B
Avg closing price
$131.71
-13.4%
Last action
Trimmed 5.5%
2025Q3
Current $114.05
4
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
13.01%
of portfolio
Number of shares
9,191,207 sh
Holdings current value
$4.76B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 14.0%
2025Q4
Current $415.75
5
C
CATCATERPILLAR INC
Industrials·Farm & Heavy Construction Machinery
8.29%
of portfolio
Number of shares
6,353,614 sh
Holdings current value
$3.03B
Avg closing price
$366.43
+127.9%
Last action
Trimmed 13.6%
2025Q3
Current $835.24
6
D
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
4.45%
of portfolio
Number of shares
3,557,378 sh
Holdings current value
$1.63B
Avg closing price
$410.74
+44.1%
Last action
—
Current $591.95
7
E
ECLECOLAB INC
Basic Materials·Specialty Chemicals
3.91%
of portfolio
Number of shares
5,218,044 sh
Holdings current value
$1.43B
Avg closing price
$230.90
+17.6%
Last action
—
Current $271.45
8
W
WMTWALMART INC
Consumer Defensive·Discount Stores
2.36%
of portfolio
Number of shares
8,390,477 sh
Holdings current value
$864.72M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 7.7%
2025Q3
Current $132.03
9
F
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
1.54%
of portfolio
Number of shares
2,384,362 sh
Holdings current value
$562.26M
Avg closing price
$283.40
+38.6%
Last action
Trimmed 5.9%
2025Q3
Current $392.69
10
K
KOFCOCA-COLA FEMSA SAB DE CVADR
Consumer Defensive·Beverages - Non-Alcoholic
1.41%
of portfolio
Number of shares
6,214,719 sh
Holdings current value
$516.44M
Avg closing price
$97.20
+4.8%
Last action
—
Current $101.84
11
W
WCNWASTE CONNECTIONS INC
Industrials·Waste Management
0.98%
of portfolio
Number of shares
2,039,175 sh
Holdings current value
$358.49M
Avg closing price
$172.01
-1.8%
Last action
Trimmed 5.1%
2025Q3
Current $168.89
12
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.81%
of portfolio
Number of shares
9,248,045 sh
Holdings current value
$297.79M
Avg closing price
$17.79
+15.7%
Last action
—
Current $20.58
13
S
SDGRSCHRODINGER INC
Healthcare·Health Information Services
0.38%
of portfolio
Number of shares
6,981,664 sh
Holdings current value
$140.05M
Avg closing price
$27.00
-57.7%
Last action
—
Current $11.41
14
M
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
0.37%
of portfolio
Number of shares
592,406 sh
Holdings current value
$134.48M
Avg closing price
$184.52
+79.8%
Last action
—
Current $331.73
15
W
WSTWEST PHARMACEUTICAL SVSC INC
Healthcare·Medical Instruments & Supplies
0.32%
of portfolio
Number of shares
444,500 sh
Holdings current value
$116.61M
Avg closing price
$223.88
+38.3%
Last action
New holding
2025Q1
Current $309.70
16
M
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.28%
of portfolio
Number of shares
334,900 sh
Holdings current value
$101.77M
Avg closing price
$289.89
+4.4%
Last action
New holding
2024Q4
Current $302.53
17
B
BUDANHEUSER BUSCH INBEV SA/NVADR
Consumer Defensive·Beverages - Brewers
0.28%
of portfolio
Number of shares
1,703,000 sh
Holdings current value
$101.52M
Avg closing price
$60.78
+18.8%
Last action
—
Current $72.22
18
P
PCARPACCAR INC
Industrials·Farm & Heavy Construction Machinery
0.27%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$98.32M
Avg closing price
$98.68
+28.7%
Last action
New holding
2024Q3
Current $126.97
19
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.20%
of portfolio
Number of shares
373,000 sh
Holdings current value
$73.95M
Avg closing price
$249.72
-28.5%
Last action
—
Current $178.57
20
K
KHCKRAFT HEINZ CO
Consumer Defensive·Packaged Foods
0.18%
of portfolio
Number of shares
2,472,600 sh
Holdings current value
$64.39M
Avg closing price
$36.90
-40.5%
Last action
Trimmed 5.7%
2025Q3
Current $21.97
21
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.14%
of portfolio
Number of shares
2,085,290 sh
Holdings current value
$51.59M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 5.0%
2025Q3
Current $21.76
22
H
H5919C104ON HLDG AG
0.06%
of portfolio
Number of shares
500,000 sh
Holdings current value
$21.18M
Avg closing price
$35.38
Last action
—
Current —
23
V
VLTOVERALTO CORP
Industrials·Pollution & Treatment Controls
0.04%
of portfolio
Number of shares
124,333 sh
Holdings current value
$13.26M
Avg closing price
$88.66
+0.1%
Last action
—
Current $88.79

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.B
29.91% · -6.4%
WM
17.47% · +5.4%
CNI
13.36% · +20.9%
MSFT
13.01% · -19.7%
CAT
8.29% · +75.0%
DE
4.45% · +29.5%
ECL
3.91% · -0.9%
WMT
2.36% · +28.1%
FDX
1.54% · +66.5%
KOF
1.41% · +22.6%
WCN
0.98% · -3.9%
CPNG
0.81% · -36.1%
SDGR
0.38% · -43.1%
MSGS
0.37% · +46.1%
WST
0.32% · +18.1%
MCD
0.28% · -0.4%
BUD
0.28% · +21.2%
PCAR
0.27% · +29.1%
DHR
0.20% · -9.9%
KHC
0.18% · -15.6%
HRL
0.14% · -12.0%
ON HLDG AG
0.06%
VLTO
0.04% · -16.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials8 pos$16.97B66.2%
  • Technology1 pos$4.76B18.6%
  • Consumer Defensive5 pos$1.60B6.2%
  • Basic Materials1 pos$1.43B5.6%
  • Consumer Cyclical2 pos$399.6M1.6%
  • Healthcare3 pos$330.6M1.3%
  • Communication Services1 pos$134.5M0.5%
(30.0% unclassified, excluded from %)