Bill Gates
Gates Foundation Trust
The Gates Foundation Trust's US stock portfolio, which holds the foundation's endowment. Large positions include Microsoft and Berkshire.
13F portfolio value
Q2 2026
$34.42B
1-year growth
-28.0%
2-year growth
-27.8%
Positions
24
Top 10 share
94.9%
Quarterly turnover
1.5%
Last filed
Aug 14, 2026
Source: SEC EDGAR · Photo: Bogdan Hoyaux / European Union (CC BY 4.0)
Q2 2026: summary
MakklerAI- In Q2 2026, the portfolio was $34.4B across 24 positions, up from $31.7B and 22 positions in Q1; the top 10 made up 94.9%.
- New positions were HD at $353M (1.0% of the portfolio) and FDXF at $180M (0.5%); there were no full exits.
- BRK-B shares fell 13.8% to a $7.4B position (21.4% weight), while WM shares declined 3.3% to $6.0B (17.3%).
- CAT’s portfolio weight rose from 14.2% to 19.7% and CNI’s from 16.8% to 18.0%; shares in both were unchanged.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
New positions 2
Est. buy price PRO
HDNewHome Depot, Inc.1.0%
1.02 pt impact
$325.33
-9.7% since
FDXFNewFedEx Freight Holding Company, Inc.0.5%
0.52 pt impact
Added to 0
Est. buy price PRONone this quarter.
Trimmed 2
Est. sell price PRO
BRK-B-13.8%Berkshire Hathaway Inc. Class B21.4%
-3.43 pt impact
$480.75
+8.3% since
WM-3.3%Waste Management, Inc.17.3%
-0.60 pt impact
Sold out 0
Est. sell price PRONone this quarter.
MakklerAI
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Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.