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Bill Gates

Bill Gates

Co-Founder — Bill & Melinda Gates Foundation Trust
Long-Term Thematic ESG Philanthropy
AUM (13F)
$35.36B
Positions
23
Latest Filing
Feb 17, 2026
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Fund Founded
2000
Style
Long-Term / Thematic
Typical Positions
20–30
Net Worth
$130B+
Biography

The Bill & Melinda Gates Foundation Trust manages the endowment that funds the Gates Foundation — one of the largest private philanthropic organizations in history. Bill Gates co-founded Microsoft in 1975 and led it to become the world's most valuable company before stepping back from day-to-day operations. Today his public market portfolio is managed with a long-term orientation focused on companies aligned with the foundation's global health, agricultural, and development goals, as well as core blue-chip holdings.

The foundation's 13F filings reflect the Trust's public equity holdings, which are managed by Michael Larson through Cascade Investment. The portfolio is notable for its large concentration in Berkshire Hathaway — a reflection of Gates's long friendship and intellectual partnership with Warren Buffett. The trust also holds significant positions in waste management, agricultural chemicals, and consumer staples, sectors that align with the foundation's thematic priorities around global sustainability and health.

Investment Philosophy

I choose a lazy person to do a hard job. Because a lazy person will find an easy way to do it. The same principle applies to investing — find the simplest path to the best long-term outcome.

— Bill Gates, Bill & Melinda Gates Foundation Trust
Notable Trades
WIN
Berkshire Hathaway (long-term)
The Trust's largest holding and one of its best long-term performers, reflecting Gates's personal friendship with Buffett and conviction in Berkshire's model.
WIN
Waste Management (long-term)
A core long-term holding that aligns with sustainability themes and has delivered consistent returns through pricing power and market dominance.
WIN
Canadian National Railway
A long-term holding in the dominant Canadian railroad, which has compounded capital at high rates through pricing power and volume growth.
CURRENT
Caterpillar / agricultural stocks
Holdings in industrial and agricultural companies reflect the foundation's thematic focus on global food security and infrastructure development.
CURRENT
Diversified blue chips
The trust maintains a diversified portfolio of high-quality blue-chip companies across sectors that align with long-term secular growth themes.
Top Holdings — Bill & Melinda Gates Foundation Trust
Top 5 Holdings · Q4 2025 Filed Feb 17, 2026
1
BERKSHIRE HATHAWAY INC DEL
27.6%
2
WASTE MGMT INC DEL
18.0%
3
CANADIAN NATL RY CO
14.5%
4
MICROSOFT CORP
10.5%
5
CATERPILLAR INC
10.3%