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Bill Gates
Portfolio: Top Holdings & Stock Picks

Gates Foundation Trust

Quality Investing Dividend / Income Investing

Bill Gates (Gates Foundation Trust) disclosed 23 total holdings in its latest 13F filing dated 09/30/2025, with a portfolio value of $36.58 B and a turnover rate of 28.1%.

Portfolio Value
$36.58 B
Total Holdings
23
Latest Filing
Q3 2025
November 14, 2025
Turnover Rate
28.06%

Bill Gates Top Holdings of Q3 2025

Ticker Name Shares Value % of Portfolio Time Held % Change
21.77 M $10.94 B 29.91% >10 Years -9.78%
WM
28.93 M $6.39 B 17.47% >10 Years -10.24%
CNI
51.83 M $4.89 B 13.36% >10 Years -5.47%
9.19 M $4.76 B 13.01% 4 Years -64.91%
CAT
6.35 M $3.03 B 8.29% >10 Years -13.60%
DE
3.56 M $1.63 B 4.45% 4 Years 0.00%
ECL
5.22 M $1.43 B 3.91% >10 Years 0.00%
WMT
8.39 M $864.72 M 2.36% >10 Years -7.70%
FDX
2.38 M $562.26 M 1.54% >10 Years -5.92%
KOF
6.21 M $516.44 M 1.41% >10 Years 0.00%

Recent Moves

Reduced Exposure to Position
-17 M Shares | -$8.81 B Value
Significant reduction in holdings of Technology
Q3 2025
Complete Exit
-1.42 M Shares | -$145.88 M Value
Cleared CCI, sector remains in portfolio
Q3 2025
Reduced Exposure to Position
-2.36 M Shares | -$1.19 B Value
Significant reduction in holdings of Financials
Q3 2025
Complete Exit
-755,089 Shares | -$76.22 M Value
Cleared UPS, sector remains in portfolio
Q3 2025

Bill Gates's Historical Top Holdings Overview

Portfolio Date:

Bill Gates Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
09/30/2025 Reduce -64.9% 9.19 M -17 M $8.81 B
09/30/2025 Reduce -9.8% 21.77 M -2.36 M $1.19 B
WM
09/30/2025 Reduce -10.2% 28.93 M -3.3 M $728.74 M
CAT
09/30/2025 Reduce -13.6% 6.35 M -1 M $477.15 M
CNI
09/30/2025 Reduce -5.5% 51.83 M -3 M $282.9 M
CCI
09/30/2025 Sold Out 1.42 M -1.42 M $145.88 M
UPS
09/30/2025 Sold Out 755,089 -755,089 $76.22 M
WMT
09/30/2025 Reduce -7.7% 8.39 M -700,000 $72.14 M
FDX
09/30/2025 Reduce -5.9% 2.38 M -150,000 $35.37 M
WCN
09/30/2025 Reduce -5.1% 2.04 M -110,000 $19.34 M

Bill Gates's Portfolio Sector Breakdown

Portfolio Date:

About Bill Gates

Bill Gates is the co-founder of Microsoft Corporation. While he is a technology visionary, his investment activities are primarily managed through the Bill & Melinda Gates Foundation Trust. The trust manages the endowment assets of the foundation, one of the largest philanthropic organizations in the world. Its investment portfolio is managed to ensure the foundation can continue its charitable work in global health and development for the long term.

Bill Gates Investment Strategy

Unlike the pure "value investing" of his friend Warren Buffett, Bill Gates manages his wealth through Cascade Investment, focusing on Diversification and Real Assets. While he founded [Microsoft (MSFT)], he has systematically sold shares to build a resilient portfolio of "essential services." He heavily favors recession-proof Dividend Stocks like [Canadian National Railway (CNI)] and [Waste Management (WM)]. Uniquely, Gates is the largest private owner of farmland in the U.S., treating land as a productive asset that acts as a hedge against inflation while supporting sustainable agriculture.

Frequently Asked Questions

As of 09/30/2025, Bill Gates holds 23 stocks. Top positions include BRK.B, WM, CNI, MSFT, CAT. For full portfolio details, please visit Bill Gates’s portfolio.

Bill Gates did not initiate any new positions in the latest quarter.

According to the 13F filing for Q3 2025, There is no available data showing what Bill Gates is buying.

Bill Gates’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.