Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Bill & Melinda Gates Foundation Trust portfolio balances reported a total equity value of $36.58B across 23 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight BERKSHIRE HATHAWAY INC DEL (BRK-B) as the single largest position, accounting for 29.9% of total equity value, followed by WASTE MGMT INC DEL (WM), CANADIAN NATL RY CO (CNI), MICROSOFT CORP (MSFT), and others. Collectively, the top five holdings represent 82.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.