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Bill & Melinda Gates Foundation Trust investment portfolio reflects a strategic focus on stable, high-performing companies, showcasing his confidence in their enduring value and long-term growth potential. Through the trust of the Bill & Melinda Gates Foundation—which manages investment assets and transfers proceeds to achieve charitable goals—Gates emphasizes companies with solid fundamentals and sustainable business models. His investments are often directed toward sectors essential for global development and infrastructure, highlighting his commitment to financial returns and a broader societal impact.

Current portfolio value

Positions

Title
Weight
Position
P/L
26.04% 
$11.16B
$391.63
+$3.58B
47.23%
24.39% 
$10.46B
$530.72
+$7.78B
290.70%
17.06% 
$7.31B
$227.08
+$4.53B
163.28%
12.40% 
$5.32B
$97.03
+$5.40M
0.10%
5.24% 
$2.25B
$305.84
+$1.81B
412.21%
3.83% 
$1.64B
$461.00
+$405.54M
32.82%
2.90% 
$1.24B
$237.91
+$899.95M
263.17%
2.01% 
$863.61M
$95.01
+$701.08M
431.36%
1.42% 
$608.44M
$97.98
+$262.98M
76.12%
1.25% 
$534.27M
$211.17
+$149.92M
39.00%
0.97% 
$417.92M
$194.38
+$124.77M
42.56%
0.51% 
$216.49M
$23.40
-$108.84M
33.46%
0.43% 
$184.74M
$26.47
-$151.07M
44.99%
0.33% 
$143.35M
$100.95
+$32.57M
29.39%
0.25% 
$105.80M
$315.81
+$5.94M
5.94%
0.24% 
$102.83M
$60.49
+$0.00
0.00%
0.18% 
$77.65M
$29.64
-$19.69M
20.23%
0.17% 
$73.79M
$97.73
-$6.06M
7.59%
0.17% 
$73.59M
$197.29
-$23.94M
24.55%
0.15% 
$65.42M
$29.74
-$37.01M
36.13%
0.05% 
$22.52M
$45.03
+$4.95M
28.18%

Allocation

Total Net Worth$42.87B

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