Bill Gates
Bill & Melinda Gates Foundation Trust
Bill Gates, the former richest person in the world, co-founded the Bill & Melinda Gates Foundation in 2000 with his then-wife Melinda. The foundation donates at least 5% of its total assets annually to philanthropy, while the remaining 95% is invested in stocks, bonds, etc., for capital preservation and growth.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Machinery, Tools, Heavy Vehicles, Trains & Ships
Consumer Goods Conglomerates
Freight & Logistics Services
Professional & Commercial Services
Chemicals
Food & Drug Retailing
Beverages
Specialty Retailers
Media & Publishing
Healthcare Equipment & Supplies
Diversified Retail
Other
Holdings
2026Q2
2026Q2
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
21.35%
-2.36M
$7.35B
$7.35B
14.69M
Consumer Goods Conglomerates
2026-06-30
19.65%
0.00
$6.77B
$6.75B
6.35M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-06-30
17.95%
0.00
$6.18B
$6.13B
51.83M
Freight & Logistics Services
2026-06-30
17.30%
-921.60K
$5.96B
$5.93B
26.72M
Professional & Commercial Services
2026-06-30
6.56%
0.00
$2.26B
$2.26B
3.56M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-06-30
