Featured 13F manager
Gates Foundation Trust
Kirkland, WA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $34.4B
- 24 Positions
- 2026 Q2
- +8.7% QoQ
- Top 5 82.8%
Portfolio
top 5 82.8% · top 10 94.9%
- BRK.B - Berkshire Hathaway · CL B 21.3%
- CAT - Caterpillar 19.7%
- CNI - Canadian Natl Ry 17.9%
- WM - Waste Mgmt Del 17.3%
- DE - Deere 6.6%
- ECL - Ecolab 4.2%
- WMT - Walmart 2.8%
- FDX - Fedex 2.2%
- KOF — 1.9%
- HD - Home Depot 1.0%
- WCN - Waste Connections 1.0%
- MSGS - MSG Sports · CL A 0.7%
- Other 3.4%
AUM over time
Book
| MSFT - Microsoft | 27.64% | Reduce −17.0% | 28,957,247 | $430.30 | $12.5B | −5,932,350 | −$3.1B |
| BRK.B - Berkshire Hathaway · CL B | 22.60% | Reduce −10.1% | 22,137,613 | $460.26 | $10.2B | −2,482,589 | +$174M |
| WM - Waste Mgmt Del | 14.84% | Reduce −8.5% | 32,234,344 | $207.60 | $6.7B | −3,000,000 | −$825M |
| CNI - Canadian Natl Ry | 14.25% | Hold | 54,826,786 | $117.15 | $6.4B | — | — |
| CAT - Caterpillar | 6.38% | Hold | 7,353,614 | $391.12 | $2.9B | — | — |
| DE - Deere | 3.29% | Hold | 3,557,378 | $417.33 | $1.5B | — | — |
| ECL - Ecolab | 2.95% | Hold | 5,218,044 | $255.33 | $1.3B | — | — |
| WMT - Walmart | 1.63% | Hold | 9,090,477 | $80.75 | $734M | — | — |
| FDX - Fedex | 1.54% | Add +65.2% | 2,534,362 | $273.68 | $694M | +1,000,000 | +$234M |
| KOF — | 1.22% | Hold | 6,214,719 | $88.72 | $551M | — | — |
| WCN - Waste Connections | 0.85% | Hold | 2,149,175 | $178.82 | $384M | — | — |
| CPNG - Coupang · CL A | 0.50% | Hold | 9,248,045 | $24.55 | $227M | — | — |
| CCI - Crown Castle | 0.37% | Hold | 1,420,072 | $118.63 | $168M | — | — |
| SDGR - Schrodinger | 0.29% | Hold | 6,981,664 | $18.55 | $130M | — | — |
| MSGS - MSG Sports · CL A | 0.27% | Hold | 592,406 | $208.26 | $123M | — | — |
| BUD - Anheuser Busch Inbev SA/ | 0.25% | Hold | 1,703,000 | $66.29 | $113M | — | — |
| DHR - Danaher | 0.23% | Hold | 373,000 | $278.02 | $104M | — | — |
| UPS - United Parcel Service · CL B | 0.23% | Hold | 755,089 | $136.34 | $103M | — | — |
| PCAR - Paccar | 0.22% | New | 1,000,000 | $98.68 | $99M | +1,000,000 | +$99M |
| KHC - Kraft Heinz | 0.20% | Hold | 2,622,600 | $35.11 | $92M | — | — |
| HRL - Hormel Foods | 0.15% | Hold | 2,195,290 | $31.70 | $70M | — | — |
| ONON - ON AG | 0.06% | Hold | 500,000 | $50.15 | $25M | — | — |
| VLTO - Veralto | 0.03% | Hold | 124,333 | $111.86 | $14M | — | — |
| VRM - Vroom | 0.00% | Hold | 31,250 | $9.37 | $293K | — | — |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 24 | $34.4B | +8.7% | 13F-HR | 8/14/2026 | 000110465926097175 |
| 2026 Q1 | 22 | $31.7B | −10.4% | 13F-HR | 5/15/2026 | 000110465926062592 |
| 2025 Q4 | 23 | $35.4B | −3.3% | 13F-HR | 2/17/2026 | 000110465926016458 |
| 2025 Q3 | 23 | $36.6B | −23.4% | 13F-HR | 11/14/2025 | 000110465925112544 |
| 2025 Q2 | 25 | $47.8B | +14.3% | 13F-HR | 8/14/2025 | 000110465925078647 |
| 2025 Q1 | 25 | $41.8B | −0.5% | 13F-HR | 5/15/2025 | 000110465925049456 |
| 2024 Q4 | 24 | $42B | −6.8% | 13F-HR | 2/14/2025 | 000110465925014123 |
| 2024 Q3 | 24 | $45.1B | −5.4% | 13F-HR | 11/14/2024 | 000110465924119000 |
| 2024 Q2 | 23 | $47.7B | +3.9% | 13F-HR | 8/14/2024 | 000110465924089650 |
| 2024 Q1 | 24 | $45.9B | +8.5% | 13F-HR | 5/15/2024 | 000110465924061949 |
| 2023 Q4 | 24 | $42.3B | +8.7% | 13F-HR | 2/14/2024 | 000110465924023662 |
| 2023 Q3 | 74 | $38.9B | −7.5% | 13F-HR | 11/14/2023 | 000110465923118104 |
| 2023 Q2 | 23 | $42.1B | +15.4% | 13F-HR | 8/14/2023 | 000110465923091369 |
| 2023 Q1 | 22 | $36.5B | +2.1% | 13F-HR | 5/15/2023 | 000110465923060842 |
| 2022 Q4 | 23 | $35.7B | +5.1% | 13F-HR | 2/14/2023 | 000110465923021739 |
| 2022 Q3 | 21 | $34B | +92.2% | 13F-HR | 11/14/2022 | 000110465922118573 |
| 2022 Q2 | 20 | $17.7B | −10.5% | 13F-HR | 8/15/2022 | 000110465922091260 |
| 2022 Q1 | 18 | $19.8B | −14.0% | 13F-HR | 5/16/2022 | 000110465922061355 |
| 2021 Q4 | 22 | $23B | −0.9% | 13F-HR | 2/14/2022 | 000110465922022859 |
| 2021 Q3 | 22 | $23.2B | — | 13F-HR | 11/15/2021 | 000110465921139188 |
About
Gates Foundation Trust
20 processed 13Fs on this site · 2021 Q3–2026 Q2