Follow-The-Filings

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

2026 Q2 · filed 8/14/2026 · 24 long · top 12 shown

top 5 82.8% · top 10 94.9%

AUM over time

2026 Q2 $34.4B +8.7% QoQ
2021 Q3 · $23.2B 2021 Q3 · $23.2B
Q3 2021
2021 Q4 · $23B · −0.9% QoQ 2021 Q4 · $23B · −0.9% QoQ
Q4
2022 Q1 · $19.8B · −14.0% QoQ 2022 Q1 · $19.8B · −14.0% QoQ
Q1 2022
2022 Q2 · $17.7B · −10.5% QoQ 2022 Q2 · $17.7B · −10.5% QoQ
Q2
2022 Q3 · $34B · +92.2% QoQ 2022 Q3 · $34B · +92.2% QoQ
Q3
2022 Q4 · $35.7B · +5.1% QoQ 2022 Q4 · $35.7B · +5.1% QoQ
Q4
2023 Q1 · $36.5B · +2.1% QoQ 2023 Q1 · $36.5B · +2.1% QoQ
Q1 2023
2023 Q2 · $42.1B · +15.4% QoQ 2023 Q2 · $42.1B · +15.4% QoQ
Q2
2023 Q3 · $38.9B · −7.5% QoQ 2023 Q3 · $38.9B · −7.5% QoQ
Q3
2023 Q4 · $42.3B · +8.7% QoQ 2023 Q4 · $42.3B · +8.7% QoQ
Q4
2024 Q1 · $45.9B · +8.5% QoQ 2024 Q1 · $45.9B · +8.5% QoQ
Q1 2024
2024 Q2 · $47.7B · +3.9% QoQ 2024 Q2 · $47.7B · +3.9% QoQ
Q2
2024 Q3 · $45.1B · −5.4% QoQ 2024 Q3 · $45.1B · −5.4% QoQ
Q3
2024 Q4 · $42B · −6.8% QoQ 2024 Q4 · $42B · −6.8% QoQ
Q4
2025 Q1 · $41.8B · −0.5% QoQ 2025 Q1 · $41.8B · −0.5% QoQ
Q1 2025
2025 Q2 · $47.8B · +14.3% QoQ 2025 Q2 · $47.8B · +14.3% QoQ
Q2
2025 Q3 · $36.6B · −23.4% QoQ 2025 Q3 · $36.6B · −23.4% QoQ
Q3
2025 Q4 · $35.4B · −3.3% QoQ 2025 Q4 · $35.4B · −3.3% QoQ
Q4
2026 Q1 · $31.7B · −10.4% QoQ 2026 Q1 · $31.7B · −10.4% QoQ
Q1 2026
2026 Q2 · $34.4B · +8.7% QoQ 2026 Q2 · $34.4B · +8.7% QoQ
Q2

Book

2026 Q1 2025 Q4 · filed 15 May · long equity

BRK.B - Berkshire Hathaway · CL B 25.80% Reduce −12.2% 17,048,304 $479.20 $8.2B −2,358,460 −$1.6B
WM - Waste Mgmt Del 20.06% Reduce −4.5% 27,642,344 $229.79 $6.4B −1,292,000 −$5M
CNI - Canadian Natl Ry 16.82% Hold 51,826,786 $102.77 $5.3B
CAT - Caterpillar 14.22% Hold 6,353,614 $708.46 $4.5B
DE - Deere 6.33% Hold 3,557,378 $563.30 $2B
ECL - Ecolab 4.38% Hold 5,218,044 $266.02 $1.4B
WMT - Walmart 3.29% Hold 8,390,477 $124.28 $1B
FDX - Fedex 2.68% Hold 2,384,362 $356.18 $849M
KOF — 1.91% Hold 6,214,719 $97.55 $606M
WCN - Waste Connections 1.05% Hold 2,039,175 $162.44 $331M
MSGS - MSG Sports · CL A 0.60% Hold 592,406 $321.40 $190M
CPNG - Coupang · CL A 0.55% Hold 9,248,045 $18.88 $175M
BUD - Anheuser Busch Inbev SA 0.37% Hold 1,703,000 $69.37 $118M
PCAR - Paccar 0.36% Hold 1,000,000 $115.50 $116M
WST - West Pharmaceutical Svsc 0.35% Hold 444,500 $250.64 $111M
MCD - Mcdonalds 0.33% Hold 334,900 $310.79 $104M
SDGR - Schrodinger 0.25% Hold 6,981,664 $11.36 $79M
DHR - Danaher Del 0.22% Hold 373,000 $189.60 $71M
KHC - Kraft Heinz 0.18% Hold 2,472,600 $22.49 $56M
HRL - Hormel Foods 0.15% Hold 2,085,290 $22.65 $47M
ONON - ON AG 0.05% Hold 500,000 $34.02 $17M
VLTO - Veralto 0.03% Hold 124,333 $88.42 $11M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MSFT - Microsoft 10.52% Exit 0 $483.62 $3.7B −7,691,207 −$3.7B

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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

Location
Kirkland, WA
All SEC filings
View on sec.gov