The Gates Foundation Trust portfolio
A trust that does not invest to get rich, but to be able to give money away for decades.
Berkshire Hathaway Inc.BRK-B21.3%≥ 2013$496.96−0.5%—$1.07T02Berkshire Hathaway Inc.BRK-B · $496.96 · ≥ 2013−0.5%19.7%SourceSEC Form 13F filings (US)Holdings as of 30 Jun 2026
The +39.1% above is what these weights would have done over 12 months. It is not Gates Foundation Trust's return.
The Gates Foundation Trust manages the endowment that funds the foundation's grants. These are the positions from its latest filing.
This trust is not trying to make as much as possible in a year. It is trying to sustain a giving programme of billions of dollars a year for decades. That obligation explains the shape of the portfolio: large, predictable companies with steady income, the kind it can sell without trouble on the day a payment is due.
Much of its wealth arrived as donated shares, mostly Berkshire Hathaway and Microsoft, and that still shows in the weights. The rest has been spread into unglamorous, very steady sectors: waste, railways, farm machinery and logistics.
For a private investor it is probably the best example of a portfolio built to last. It is not looking for the company that goes up tenfold. It is trying not to have to sell at the worst moment. That is exactly the problem facing anyone investing towards a fixed date, such as retirement or a child's education.
Positions come from the 13F form the trust files with the SEC each quarter. A 13F covers long positions in US-listed stocks and does not reflect bonds, cash or investments outside that universe.
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