Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
GATES FOUNDATION TRUST manages $35.4B across 23 positions as of Q4 2025. Top holdings: BRK/B (27.6%), WM (18.0%), CNI (14.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Trimmed 2. No standout high-conviction moves this quarter. Portfolio: $35.4B across 23 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile