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 |
|---|---|---|---|
Q3 2020Sep 30, 2020 | G0457F107 Arcos Dorados | Sell - Position Exit | -3,060,500-100.0% |
Q2 2020Jun 30, 2020 | SDGR Schrodinger, Inc. | Sell | -1-0.0% |
Q2 2020Jun 30, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-11.1% |
Q1 2020Mar 31, 2020 | SDGR Schrodinger, Inc. | Buy - Position Entry | +6,981,665 |
Q1 2020Mar 31, 2020 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +552,383 |
Q1 2020Mar 31, 2020 | AAPL Apple Inc. | Buy - Position Entry | +501,044 |
Q1 2020Mar 31, 2020 | AMZN Amazon.com, Inc. | Buy - Position Entry | +60,460 |
Q1 2020Mar 31, 2020 | GOOGL Alphabet Inc. | Buy - Position Entry | +43,107 |
Q1 2020Mar 31, 2020 | GOOG Alphabet Inc. | Buy - Position Entry | +42,981 |
Q1 2020Mar 31, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-10.0% |
Q4 2019Dec 31, 2019 | BYND Beyond Meat, Inc. | Sell - Position Exit | -96,542-100.0% |
Q4 2019Dec 31, 2019 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-9.1% |
Q3 2019Sep 30, 2019 | BRK-B Berkshire Hathaway Inc. New | Buy | +7,833,551+16.6% |
Q3 2019Sep 30, 2019 | BYND Beyond Meat, Inc. | Buy - Position Entry | +96,542 |
Q2 2019Jun 30, 2019 | AN AutoNation, Inc. | Sell - Position Exit | -1,898,717-100.0% |
Q2 2019Jun 30, 2019 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-9.6% |
Q2 2019Jun 30, 2019 | MSFT Microsoft Corporation | Sell - Position Exit | -8,000,000-100.0% |
Q1 2019Mar 31, 2019 | WBA Walgreens Boots Alliance, Inc. | Sell - Position Exit | -3,475,398-100.0% |
Q1 2019Mar 31, 2019 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-8.8% |
Q1 2019Mar 31, 2019 | MSFT Microsoft Corporation | Sell | -8,000,000-50.0% |
Q4 2018Dec 31, 2018 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-8.1% |
Q4 2018Dec 31, 2018 | MSFT Microsoft Corporation | Sell | -8,000,000-33.3% |
Q3 2018Sep 30, 2018 | BRK-B Berkshire Hathaway Inc. New | Buy | +8,509,002+15.9% |
Q3 2018Sep 30, 2018 | MSFT Microsoft Corporation | Sell | -8,000,000-25.0% |
Q2 2018Jun 30, 2018 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-8.5% |
Q2 2018Jun 30, 2018 | MSFT Microsoft Corporation | Sell | -8,000,000-20.0% |
Q1 2018Mar 31, 2018 | LILAK Liberty Latin America Ltd | Buy - Position Entry | +636,044 |
Q1 2018Mar 31, 2018 | LILA Liberty Latin America Ltd | Buy - Position Entry | +370,424 |
Q1 2018Mar 31, 2018 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-7.9% |
Q1 2018Mar 31, 2018 | MSFT Microsoft Corporation | Sell | -8,000,000-16.7% |