GATES FOUNDATION TRUST
Institutional investor · Portfolio as of Q3 2022
Top Holdings21 positions
MICROSOFT CORP | 39.3M | $9.1B | 26.9% | $232.33 | -0.45% | 5 qtrssince 2021-Q3 | Increased 100 |
BERKSHIRE HATHAWAY INC DEL | 29.7M | $7.9B | 23.3% | $226.55 | +17.87% | 16 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATL RY CO | 54.8M | $5.9B | 17.4% | $92.88 | +7.20% | 16 qtrssince 2018-Q4 | Increased 100 |
WASTE MGMT INC DEL | 35.2M | $5.6B | 16.6% | $113.94 | +35.10% | 16 qtrssince 2018-Q4 | Increased 98 |
DEERE & CO | 3.9M | $1.3B | 3.8% | $316.88 | +0.21% | 5 qtrssince 2021-Q3 | Increased 95 |
CATERPILLAR INC | 7.4M | $1.2B | 3.5% | $108.41 | +41.98% | 16 qtrssince 2018-Q4 | Unchanged 0 |
ECOLAB INC | 4.9M | $702.8M | 2.1% | $136.01 | +1.62% | 16 qtrssince 2018-Q4 | Increased 61 |
WALMART INC | 3M | $391.8M | 1.2% | $27.79 | +48.47% | 16 qtrssince 2018-Q4 | Unchanged 0 |
COCA-COLA FEMSA SAB DE CV | 6.2M | $362.9M | 1.1% | $44.79 | +12.19% | 16 qtrssince 2018-Q4 | Unchanged 0 |
WASTE CONNECTIONS INC | 2.1M | $290.4M | 0.9% | $131.44 | 0.00% | 1 qtr | New 61 |
FEDEX CORP | 1.5M | $227.8M | 0.7% | $111.18 | -0.96% | 16 qtrssince 2018-Q4 | Increased 71 |
CROWN CASTLE INC | 1.4M | $205.3M | 0.6% | $80.34 | +50.61% | 16 qtrssince 2018-Q4 | Unchanged 0 |
SCHRODINGER INC | 7M | $174.4M | 0.5% | $53.54 | -52.90% | 11 qtrssince 2020-Q1 | Unchanged 0 |
COUPANG INC | 9.2M | $154.2M | 0.5% | $36.86 | -54.78% | 7 qtrssince 2021-Q1 | Increased 53 |
UNITED PARCEL SVCS INC | 740,689 | $119.7M | 0.4% | $73.42 | +91.51% | 16 qtrssince 2018-Q4 | Unchanged 0 |
KRAFT HEINZ CO | 2.6M | $87.5M | 0.3% | $27.03 | 0.00% | 1 qtr | New 50 |
MADISON SQUARE GRDN SPRT COR | 592,406 | $81M | 0.2% | $159.91 | -18.37% | 5 qtrssince 2021-Q3 | Unchanged 0 |
WEBER INC | 2.5M | $16.4M | 0.0% | — | — | 5 qtrssince 2021-Q3 | Unchanged 0 |
CARVANA CO | 520,000 | $10.6M | 0.0% | $4.52 | -10.10% | 2 qtrssince 2022-Q2 | Unchanged 0 |
ON HLDG AG | 500,000 | $8M | 0.0% | $30.90 | -44.01% | 5 qtrssince 2021-Q3 | Unchanged 0 |
GATES FOUNDATION TRUST manages $34B across 21 positions as of Q3 2022. Top holdings: MSFT (26.9%), BRK/B (23.3%), CNI (17.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 2 new positions, exited 1, increased 7, trimmed 1. Top move: MSFT (INCREASED, conviction 100). Portfolio: $34.0B across 21 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR