GATES FOUNDATION TRUST
Institutional investor · Portfolio as of Q4 2021
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 33.7M | $10.1B | 43.8% | $214.88 | +39.60% | 13 qtrssince 2018-Q4 | Decreased 0 |
WASTE MANAGEMENT INC | 18.6M | $3.1B | 13.5% | $78.31 | +98.79% | 13 qtrssince 2018-Q4 | Unchanged 0 |
CATERPILLAR INC | 9.7M | $2B | 8.7% | $108.41 | +75.95% | 13 qtrssince 2018-Q4 | Unchanged 0 |
CANADIAN NATL RAILWAY CO | 13.1M | $1.6B | 7.0% | $64.24 | +74.72% | 13 qtrssince 2018-Q4 | Unchanged 0 |
ECOLAB INC | 4.4M | $1B | 4.5% | $134.09 | +66.69% | 13 qtrssince 2018-Q4 | Unchanged 0 |
WALMART INC | 6.9M | $1B | 4.4% | $27.66 | +63.77% | 13 qtrssince 2018-Q4 | Unchanged 0 |
CROWN CASTLE INTL CORP | 4.6M | $952.7M | 4.1% | $80.34 | +111.49% | 13 qtrssince 2018-Q4 | Unchanged 0 |
MICROSOFT CORP | 1.9M | $651.7M | 2.8% | $274.29 | +19.70% | 2 qtrssince 2021-Q3 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 2.3M | $489.6M | 2.1% | $73.42 | +142.10% | 13 qtrssince 2018-Q4 | Unchanged 0 |
FEDEX CORP | 1.5M | $386.3M | 1.7% | $140.04 | +69.57% | 13 qtrssince 2018-Q4 | Unchanged 0 |
DEERE AND CO | 1M | $354.4M | 1.5% | $314.69 | +2.65% | 2 qtrssince 2021-Q3 | Unchanged 0 |
COCA-COLA FEMSA SAB-SP ADR | 6.2M | $340.5M | 1.5% | $46.13 | +2.12% | 13 qtrssince 2018-Q4 | Unchanged 0 |
SCHRODINGER INC | 7M | $243.2M | 1.1% | $53.54 | -35.77% | 8 qtrssince 2020-Q1 | Unchanged 0 |
| 2.5M | $178.3M | 0.8% | — | — | — | New 60 | |
COUPANG INC | 5.7M | $167.9M | 0.7% | $49.35 | -40.47% | 4 qtrssince 2021-Q1 | Unchanged 0 |
SANDERSON FARMS INC | 524,236 | $100.2M | 0.4% | — | — | 1 qtr | New 51 |
GRUPO TELEVISA SA-SPON ADR | 7M | $66M | 0.3% | $9.70 | -70.62% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 21,554 | $62.4M | 0.3% | $56.89 | +155.05% | 8 qtrssince 2020-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 21,491 | $62.2M | 0.3% | $56.91 | +154.65% | 8 qtrssince 2020-Q1 | Unchanged 0 |
MADISON SQUARE GARDEN SPORTS | 278,147 | $48.3M | 0.2% | $180.86 | -8.29% | 2 qtrssince 2021-Q3 | Unchanged 0 |
GATES FOUNDATION TRUST manages $23B across 22 positions as of Q4 2021. Top holdings: BRK/B (43.8%), WM (13.5%), CAT (8.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Added 2 new positions, exited 2, trimmed 3. Top move: SAFM (NEW, conviction 51). Portfolio: $23.0B across 22 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