Bill & Melinda Gates Foundation Trust
Gates Foundation Trust
The Bill & Melinda Gates Foundation Trust manages the assets that fund the Bill & Melinda Gates Foundation. While focusing on philanthropic goals in global health, education, and poverty reduction, the trust maintains a substantial investment portfolio managed with a long-term approach.
Assets Under Management
$42.0B
Founded
2000
Investment Strategy
Long-term concentrated portfolio focused on high-quality businesses with sustainable growth prospects and strong returns on capital.
Notable Quotes
"It's fine to celebrate success, but it is more important to heed the lessons of failure."
"As we look ahead into the next century, leaders will be those who empower others."
"I believe that if you show people the problems and you show them the solutions, they will be moved to act."
Top Portfolio Holdings
Based on the latest 13F filings. These represent the largest positions in Bill & Melinda Gates Foundation Trust's portfolio.
| Company | Ticker | Sector | % of Portfolio | Value ($ Millions) |
|---|---|---|---|---|
| Microsoft Corp. | MSFT | Technology | 28.6% | $12.0 |
| Berkshire Hathaway CL B | BRK.B | Financial Services | 21.2% | $8.9 |
| Waste Management Inc. | WM | Industrials | 15.5% | $6.5 |
| Canadian Natl Railway Co. | CNI | Industrials | 13.3% | $5.6 |
| Caterpillar Inc. | CAT | Industrials | 6.4% | $2.7 |
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