Bill Gates

This page summarizes Form 13F filings by the Bill & Melinda Gates Foundation Trust filing entity, not Bill Gates's personal holdings.

Summary

Bill & Melinda Gates Foundation Trust filing entity disclosed 24 positions in its latest 13F (2026 Q2), a portfolio value of ~$34.42B, across 6 sectors; top holdings BRK.B, CAT, CNI. This quarter: 2 new, 2 trimmed. Data from public SEC 13F filings, delayed up to ~45 days.

Portfolio value$34.42B

Holdings24incl. options

Sectors6

Latest filing2026 Q2

New2$532.70M

Added0

Trimmed2$1.22B

Sold0

View original SEC filing

Guru playbook

This quarter at a glance

Focused bookHighly concentrated · top 5 = 83%Low turnover · long-termIndustrials-heavy

Circle of competence (by value)

Industrials64%

Financials21%

Materials4%

Biggest new buy

HDHOME DEPOT INC

New buy · of book 1.0%

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.