GATES FOUNDATION TRUST
Institutional investor · Portfolio as of Q3 2020
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 47.1M | $10B | 45.4% | $204.01 | +3.15% | 8 qtrssince 2018-Q4 | Increased 74 |
WASTE MANAGEMENT INC | 18.6M | $2.1B | 9.6% | $78.31 | +33.24% | 8 qtrssince 2018-Q4 | Unchanged 0 |
CANADIAN NATL RAILWAY CO | 17.1M | $1.8B | 8.3% | $64.24 | +48.31% | 8 qtrssince 2018-Q4 | Unchanged 0 |
CATERPILLAR INC | 11.3M | $1.7B | 7.6% | $108.41 | +23.58% | 8 qtrssince 2018-Q4 | Unchanged 0 |
WALMART INC | 11.6M | $1.6B | 7.4% | $27.66 | +53.83% | 8 qtrssince 2018-Q4 | Unchanged 0 |
CROWN CASTLE INTL CORP | 5.3M | $887.9M | 4.0% | $80.34 | +60.74% | 8 qtrssince 2018-Q4 | Unchanged 0 |
ECOLAB INC | 4.4M | $872.6M | 4.0% | $134.09 | +39.12% | 8 qtrssince 2018-Q4 | Unchanged 0 |
FEDEX CORP | 3M | $760.8M | 3.4% | $140.04 | +64.07% | 8 qtrssince 2018-Q4 | Unchanged 0 |
UNITED PARCEL SERVICE-CL B | 4.5M | $754.1M | 3.4% | $73.42 | +85.56% | 8 qtrssince 2018-Q4 | Unchanged 0 |
COCA-COLA FEMSA SAB-SP ADR | 6.2M | $253.1M | 1.1% | $46.13 | -31.17% | 8 qtrssince 2018-Q4 | Unchanged 0 |
SCHRODINGER INC | 5M | $236.7M | 1.1% | $42.18 | +12.73% | 3 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 2M | $232.1M | 1.1% | $98.47 | +12.49% | 3 qtrssince 2020-Q1 | Increased 79 |
AMAZON.COM INC | 60,460 | $190.4M | 0.9% | $98.20 | +60.12% | 3 qtrssince 2020-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 552,383 | $162.4M | 0.7% | $181.65 | -31.35% | 3 qtrssince 2020-Q1 | Unchanged 0 |
GRUPO TELEVISA SA-SPON ADR | 16.9M | $104.3M | 0.5% | $9.70 | -51.03% | 8 qtrssince 2018-Q4 | Unchanged 0 |
BXP INC | 1.1M | $88.3M | 0.4% | $61.62 | +8.23% | 1 qtr | New 50 |
LIBERTY GLOBAL PLC | 3.6M | $74.7M | 0.3% | — | — | 8 qtrssince 2018-Q4 | Unchanged 0 |
ALPHABET INC-CL A | 43,107 | $63.2M | 0.3% | $56.89 | +27.88% | 3 qtrssince 2020-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 42,981 | $63.2M | 0.3% | $56.91 | +28.13% | 3 qtrssince 2020-Q1 | Unchanged 0 |
LIBERTY GLOBAL PLC | 2.1M | $44.5M | 0.2% | — | — | 8 qtrssince 2018-Q4 | Unchanged 0 |
GATES FOUNDATION TRUST manages $22.1B across 24 positions as of Q3 2020. Top holdings: BRK/B (45.4%), WM (9.6%), CNI (8.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Added 2 new positions, exited 1, increased 3, trimmed 1. Top move: AAPL (INCREASED, conviction 79). Portfolio: $22.1B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer