GATES FOUNDATION TRUST
•CIK: 1166559•Filing: Q4 2025
The Bill & Melinda Gates Foundation Trust, with $35.4 billion in assets, is heavily concentrated in Berkshire Hathaway (27.6%) and Wells Fargo (18.0%), reflecting a long-term, value-oriented investment strategy. Recently, the fund cut positions in Coinbase Global and Microsoft by 27% and 22%, respectively, while adding FedEx, indicating a shift towards diversification and potential growth opportunities.
Total AUM
$35.4B
QoQ Performance
-3.3%
Positions
23
Top 10 Concentration
95.7%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
WM
CNR
MSFT
CAT
BRK/B27.6%
WM18.0%
CNR14.5%
MSFT10.5%
CAT10.3%
DE4.7%
ECL3.9%
WMT2.6%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other37.8%
Financial27.6%
Industrial16.9%
Technology10.5%
Materials3.9%
Consumer2.9%
Healthcare0.2%
Consumer Staples0.2%
Changes from Q3 2025
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023