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Bill & Melinda Gates Foundation Trust
The Bill & Melinda Gates Foundation Trust is the endowment and investment arm of the Bill & Melinda Gates Foundation, one of the largest private charitable foundations in the world. Headquartered in Seattle, Washington, it was established in 2000 to fund grantmaking for global health, education, and poverty alleviation. The Foundation is led by CEO Mark Suzman, overseen by Bill Gates, Melinda French Gates, and a governing board. As of 2024, the Foundation has 2,167 employees and operates internationally, supporting initiatives in over 140 countries.
Investment Strategy
The Gates Foundation Trust manages an endowment to fund the Gates Foundation's global philanthropic initiatives. The investment strategy is to preserve and grow the endowment by investing in a diversified portfolio, including equities, fixed income, and alternative assets, in order to secure long-term funding. The Trust does not operate for profit but to sustain philanthropic grantmaking for initiatives in global health, development, education, and poverty reduction. Investment decisions are overseen with a focus on prudent stewardship, risk management, and alignment with the Foundation’s mission to maximize charitable impact.
Latest 13F Filing Activity
Bill & Melinda Gates Foundation Trust filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $48B. The fund increased holdings in Berkshire Hathaway Inc. Del, Microsoft Corp., Caterpillar Inc. among other positions. Bill & Melinda Gates Foundation Trust reduced exposure to Waste MGMT Inc. Del, Fedex Corp., Waste Connections Inc. among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 27.27% | $13.03B | 26,191,207 | $234.12 | $497.41 | +$2.35B |
| BERKSHIRE HATHAWAY INC DEL | 24.53% | $11.72B | 24,123,684 | $336.97 | $485.77 | +$2.57B | |
W WM | WASTE MGMT INC DEL | 15.44% | $7.38B | 32,234,344 | $92.21 | $228.82 | -$86.7M |
C CNI | CANADIAN NATL RY CO | 11.94% | $5.70B | 54,826,786 | $96.07 | $104.04 | +$360.8M |
C CAT | CATERPILLAR INC | 5.97% | $2.85B | 7,353,614 | $85.58 | $388.21 | +$429.5M |
Industry Allocation
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