Gates Foundation Trust (Bill Gates)

Gates Foundation Trust (Bill Gates) has filed 13F reports from Q2 2013 through Q2 2026. In the most recent quarter, the fund reported $34.4B across 24 positions. The portfolio has returned 12.2% annualized over five years, with 15.0% volatility and a maximum drawdown of 19.0%. Top holdings include BRK-B, CAT, CNI, WM, DE. Across all filing periods, 0.0% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.