Bill Gates (Foundation Trust) · Bill & Melinda Gates Foundation Trust

All superinvestors SEC filing

The foundation's endowment book, managed for long-term support of the charitable mission. Concentrated top positions seeded by Gates and Buffett donations.

Prism interpretation

“Endowment-scale concentration — Microsoft legacy plus Buffett-gifted positions.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

36%

Top 5

89%

Top 10

100%

Effective N

4.5

Holdings · 7

Curated summary

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01
MSFTMicrosoft +5 others
31.1%
02
BRK.BBerkshire Hathaway +5 others
20.8%
03
CNICanadian National Railway
10.8%
04
WMWaste Management
8.4%
05
CATCaterpillar
6.8%
06
DEDeere +1 other
5.4%
07
FDXFedEx +1 other
4.1%

How this book compares

4 of Bill Gates (Foundation Trust)'s holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.