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GATES FOUNDATION TRUST (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $31,665,505,891 · 22 positions · top-10 96.5% · SEC filing history →

13FScore 78/100 — cloning their disclosed top holdings over ~4.7y returned +20%/yr vs S&P +10%/yr (alpha +9%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$BRK.B · BERKSHIRE HATHAWAY INC DEL25.8%+76% ≥Q2 '21Berkshire Hathaway is a diversified holding company led by Warren Buffett, owning insurance, railroad, energy, and manufacturing businesses alongside a large portfolio of public equities.S&PBitget →
$WM · WASTE MGMT INC DEL20.1%+71% ≥Q2 '21Waste Management provides waste collection, transfer, disposal, recycling, and landfill-gas-to-energy services to residential, commercial, and industrial customers in North America.S&P
$CNR · CANADIAN NATL RY CO16.8%+357% ≥Q2 '21Canadian National Railway operates a transcontinental freight rail network across Canada and into the US Midwest and Gulf Coast, hauling bulk, intermodal, and manufactured goods.
$CAT · CATERPILLAR INC14.2%+302% ≥Q2 '21Caterpillar manufactures construction and mining equipment, diesel and natural-gas engines, industrial gas turbines, and locomotives, and provides related financing and services.S&PBitget →
$DE · DEERE & CO6.3%+78% Q3 '21Manufactures agricultural, construction, and forestry equipment under the John Deere brand, along with turf-care products and related financing services.S&P
$ECL · ECOLAB INC4.4%+28% ≥Q2 '21Ecolab provides water treatment, hygiene, cleaning, and infection-prevention products and services to customers in foodservice, hospitality, healthcare, industrial, and energy markets worldwide.S&P
$WMT · WALMART INC3.3%+144% ≥Q2 '21Walmart is the world's largest retailer, operating supercenters, discount stores, warehouse clubs (Sam's Club), and e-commerce offering groceries and general merchandise.NASDAQS&PSerenityBitget →
$FDX · FEDEX CORP2.7%+33% ≥Q2 '21FedEx provides global express delivery, ground shipping, freight transportation, and logistics services for businesses and consumers worldwide.S&P
$KOF · COCA-COLA FEMSA SAB DE CV1.9%+101% ≥Q2 '21Largest Coca-Cola bottler (Latin America)
$WCN · WASTE CONNECTIONS INC1.0%+27% Q3 '22Waste Connections provides solid-waste collection, transfer, disposal, and recycling services across the US and Canada, focusing on exclusive and secondary markets.

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker