Bill & Melinda Gates Foundation Trust - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.02B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+36.57B
+9,999%+
Winning Positions
+34.04%
32 wins / 94 positions
Average Gain (Winners)
$1.14B
+9,999%+ avg per position
Active Positions
23
12 losing positions
Portfolio Value Over Time
Total Positions Tracked
94
All holdings over time
Win/Loss Ratio
2.67
32 gains / 12 losses
Active vs. Exited
23 / 71
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2013 | ACTIVE | $8.35M | $10.94B | $10.93B | +9,999%+ |
| WM | Waste Management, Inc. | Industrials | Jun 2013 | ACTIVE | $751.50K | $6.39B | $6.39B | +9,999%+ |
| CNI | Canadian National Railway Compa | Industrials | Jun 2013 | ACTIVE | $832.97K | $4.89B | $4.89B | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2017 | ACTIVE | $4.41M | $4.76B | $4.76B | +9,999%+ |
| CAT | Caterpillar, Inc. | Industrials | Jun 2013 | ACTIVE | $887.66K | $3.03B | $3.03B | +9,999%+ |
| DE | Deere & Company | Industrials | Sep 2021 | ACTIVE | $346.33K | $1.63B | $1.63B | +9,999%+ |
| ECL | Ecolab Inc. | Basic Materials | Jun 2013 | ACTIVE | $371.98K | $1.43B | $1.43B | +9,999%+ |
| WMT | Walmart Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $827.06K | $864.72M | $863.90M | +9,999%+ |
| FDX | FedEx Corporation | Industrials | Jun 2013 | ACTIVE | $298.20K | $562.26M | $561.96M | +9,999%+ |
| KOF | Coca Cola Femsa S.A.B. de C.V. | Consumer Defensive | Jun 2013 | ACTIVE | $871.86K | $516.44M | $515.57M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.