Bill Gates – Bill & Melinda Gates Foundation Trust Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Increases – Berkshire Hathaway Inc. New (BRK-B)
Reductions – Microsoft Corporation (MSFT)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Bill & Melinda Gates Foundation Trust Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2021Mar 31, 2021 | CPNG Coupang, Inc. | Buy - Position Entry | +5,714,285 |
Q1 2021Mar 31, 2021 | AMZN Amazon.com, Inc. | Sell - Position Exit | -30,230-100.0% |
Q1 2021Mar 31, 2021 | CCI Crown Castle Inc. | Sell | -246,220-4.6% |
Q1 2021Mar 31, 2021 | LILA Liberty Latin America Ltd | Sell - Position Exit | -276,443-100.0% |
Q1 2021Mar 31, 2021 | LILAK Liberty Latin America Ltd | Sell - Position Exit | -676,979-100.0% |
Q1 2021Mar 31, 2021 | AAPL Apple Inc. | Sell - Position Exit | -1,002,088-100.0% |
Q1 2021Mar 31, 2021 | CAT Caterpillar, Inc. | Sell | -1,104,101-9.8% |
Q1 2021Mar 31, 2021 | FDX FedEx Corporation | Sell | -1,531,287-50.6% |
Q1 2021Mar 31, 2021 | UPS United Parcel Service, Inc. | Sell | -1,723,539-38.1% |
Q1 2021Mar 31, 2021 | CNI Canadian National Railway Compa | Sell | -3,071,985-18.1% |
Q1 2021Mar 31, 2021 | WMT Walmart Inc. | Sell | -4,002,294-34.5% |
Q1 2021Mar 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-11.9% |
Q4 2020Dec 31, 2020 | SDGR Schrodinger, Inc. | Buy | +2,000,000+40.1% |
Q4 2020Dec 31, 2020 | GOOG Alphabet Inc. | Sell | -21,490-50.0% |
Q4 2020Dec 31, 2020 | GOOGL Alphabet Inc. | Sell | -21,553-50.0% |
Q4 2020Dec 31, 2020 | UBER Uber Technologies, Inc. | Sell - Position Exit | -26,767-100.0% |
Q4 2020Dec 31, 2020 | AMZN Amazon.com, Inc. | Sell | -30,230-50.0% |
Q4 2020Dec 31, 2020 | LILA Liberty Latin America Ltd | Sell | -93,981-25.4% |
Q4 2020Dec 31, 2020 | CNI Canadian National Railway Compa | Sell | -147,606-0.9% |
Q4 2020Dec 31, 2020 | LILAK Liberty Latin America Ltd | Sell | -258,303-27.6% |
Q4 2020Dec 31, 2020 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -552,383-100.0% |
Q4 2020Dec 31, 2020 | AAPL Apple Inc. | Sell | -1,002,088-50.0% |
Q4 2020Dec 31, 2020 | BXP BXP, Inc. | Sell - Position Exit | -1,099,310-100.0% |
Q4 2020Dec 31, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-10.6% |
Q3 2020Sep 30, 2020 | BRK-B Berkshire Hathaway Inc. New | Buy | +7,191,874+18.0% |
Q3 2020Sep 30, 2020 | AAPL Apple Inc. | Buy | +1,503,132+300.0% |
Q3 2020Sep 30, 2020 | BXP BXP, Inc. | Buy - Position Entry | +1,099,310 |
Q3 2020Sep 30, 2020 | LILAK Liberty Latin America Ltd | Buy | +299,238+47.0% |
Q3 2020Sep 30, 2020 | UBER Uber Technologies, Inc. | Buy - Position Entry | +26,767 |
Q3 2020Sep 30, 2020 | SDGR Schrodinger, Inc. | Sell | -2,000,000-28.6% |