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.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
13G · passive stakeThe Mexico Fund, Inc.MXFAug 14, 2026
4.5% stake · 647.20K sharesSEC- 13G · passive stake
Apr 20, 2026
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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.