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GATES FOUNDATION TRUST

CIK: 0001166559

Kirkland 2365 carillon point
Zip Code: 98033
LATEST PORTFOLIO VALUE
$47.78 B
+14.29%
06/30/2025
TOTAL ASSETS HELD
$25
0
06/30/2025
LATEST REPORT DATE
2025 Q2
06/30/2025
TOP 10 CONCENTRATION
96.19%

About GATES FOUNDATION TRUST

GATES FOUNDATION TRUST (CIK: 0001166559) is a financial institution headquartered at 2365 carillon point, , Kirkland, WASHINGTON 98033. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-06-30), the institution manages a portfolio valued at $47,780,360,264, comprising 25 distinct securities. Over its filing history, it has submitted 49 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (2025 Q2)

Top Buys

2025 Q2

Top Sells

2025 Q2

Asset Allocation

Stocks/ETFs
+14.29%
$47.78 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (2025 Q2)

Name Shares Market Value Weight Change Activity
26,191,207 $13,027,768,274 27.27% ▼ 2,266,040 Reduce -8.0%
24,123,684 $11,718,561,977 24.53% ▲ 6,951,249 Add 40.5%
32,234,344 $7,375,862,594 15.44%
54,826,786 $5,704,178,815 11.94%
7,353,614 $2,854,746,491 5.97%
3,557,378 $1,808,891,139 3.79%
5,218,044 $1,405,949,775 2.94%
9,090,477 $888,866,841 1.86%
6,214,719 $601,149,769 1.26%
2,534,362 $576,085,826 1.21%

Historical Portfolio Charts