Bill Gates Gates Foundation Trust
Bill Gates is co-chair of the Gates Foundation, whose trust manages a large endowment portfolio disclosed in public filings. While best known as co-founder of Microsoft and a global philanthropist, the foundation trust’s equity holdings are widely followed by investors for long-term positions and occasional large rebalancings. The portfolio reflects an endowment-style approach rather than an active trading mandate.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$325M |
| 2 |
FDXF
FedEx Freight
FDXF
|
+$195M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.13B |
| 2 |
Waste Management
WM
|
+$205M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 65.52% |
| 2 | Financials | 21.35% |
| 3 | Consumer Staples | 5.41% |
| 4 | Materials | 4.22% |
| 5 | Consumer Discretionary | 1.81% |
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Bill Gates's Q2 2026 Portfolio in Review
As of Q2 2026, Bill Gates held 24 positions worth $34.4B, up 8.7% from $31.7B the previous quarter. Its ten largest holdings account for 95% of the portfolio.
Bill Gates's Q2 2026 filing shows 2 new and 2 reduced positions. Its largest new stake was Home Depot: 1,000,000 shares worth $353M. The largest sale was Berkshire Hathaway Class B, an estimated $1.13B.
By sector, the portfolio is most concentrated in Industrials at 66% of assets, up from 62% a quarter earlier, followed by Financials and Consumer Staples.
- Bill Gates's largest Q2 2026 buy was Home Depot: 1,000,000 shares worth $353M.
- Bill Gates's biggest Q2 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $1.13B.
- Bill Gates's ten largest holdings make up 95% of its $34.4B portfolio in Q2 2026.
- Bill Gates opened 2 new positions and closed 0 in Q2 2026.
- Bill Gates's portfolio value rose 8.7% quarter-over-quarter to $34.4B.
Based on Gates Foundation Trust's 13F filing for Q2 2026, filed 14 Aug 2026.