Bill & Melinda Gates Foundation Trust
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +13.81% | Cumulative +259.0% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +13.42% | |
| Trailing 3Y | +16.02% | |
| Trailing 1Y | +9.71% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc Del | 21.35% | $7.4B |
| CAT | Caterpillar Inc | 19.65% | $6.8B |
| CNI | Canadian Natl Ry Co | 17.95% | $6.2B |
| WM | Waste Mgmt Inc Del | 17.30% | $6.0B |
| DE | Deere & Co | 6.56% | $2.3B |
| ECL | Ecolab Inc | 4.22% | $1.5B |
| WMT | Walmart Inc | 2.76% | $950M |
| FDX | Fedex Corp | 2.17% | $747M |
| KOF | Coca-Cola Femsa Sab De Cv | 1.92% | $660M |
| HD | Home Depot Inc | 1.02% | $353M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 100.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.insidermonkey.com/hedge-fund/bill-%26-melinda-gates-foundation-trust/421/ — Not a commercial asset manager: this 13F filer is the charitable trust that holds and invests the Gates Foundation's endowment assets. The foundation was founded in 1994 in Seattle (as the William H. Gates Foundation); in October 2006 it was split into the grant-making foundation and this Trust, which manages the endowment. Day-to-day investing is run by Michael Larson at Cascade Investment (Kirkland, WA). A large share of the trust's equity portfolio has historically been Berkshire Hathaway stock donated by Warren Buffett.