Fund · Bill Gates
Gates Foundation Trust
Foundation endowment, Berkshire-heavy.
Copying every 13F the day after it was filed returned 12.2% a year, against 14.2% for SPY over the same 13.2 years and 53 quarters, since Aug 2013. Clone score 41 of 100: Coin flip.
| Manager | Bill Gates |
| Clone score | 41 / 100 |
| Verdict | Coin flip |
| Copy, a year | 12.2% |
| SPY, a year | 14.2% |
| Edge, a year | −2.1% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $34.4B |
| Positions | 24 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 21.4% | $7.4B | TRIM |
| CAT | CATERPILLAR INC | 19.7% | $6.8B | HOLD |
| CNI | CANADIAN NATL RY CO | 18.0% | $6.2B | HOLD |
| WM | WASTE MGMT INC DEL | 17.3% | $6.0B | TRIM |
| DE | DEERE & CO | 6.6% | $2.3B | HOLD |
| ECL | ECOLAB INC | 4.2% | $1.5B | HOLD |
| WMT | WALMART INC | 2.8% | $950M | HOLD |
| FDX | FEDEX CORP | 2.2% | $747M | HOLD |
| KOF | COCA-COLA FEMSA SAB DE CV | 1.9% | $660M | HOLD |
| HD | HOME DEPOT INC | 1.0% | $353M | NEW |
| WCN | WASTE CONNECTIONS INC | 1.0% | $340M | HOLD |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.7% | $238M | HOLD |
| FDXF | FEDEX FGHT HLDG CO INC | 0.5% | $180M | NEW |
| CPNG | COUPANG INC | 0.5% | $161M | HOLD |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.5% | $160M | HOLD |