Bill GatesBill & Melinda Gates Foundation Trust Portfolio Balances & Equity Value (Jun 30, 2025)


As of Jun 30, 2025, the Bill & Melinda Gates Foundation Trust portfolio balances reported a total equity value of $47.78B across 25 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.


The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 27.3% of total equity value, followed by BERKSHIRE HATHAWAY INC DEL (BRK-B), WASTE MGMT INC DEL (WM), CANADIAN NATL RY CO (CNI), and others. Collectively, the top five holdings represent 85.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.

Bill & Melinda Gates Foundation Trust Portfolio Balances