Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Bill & Melinda Gates Foundation Trust portfolio balances reported a total equity value of $31.67B across 22 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight BERKSHIRE HATHAWAY INC DEL (BRK-B) as the single largest position, accounting for 25.8% of total equity value, followed by WASTE MGMT INC DEL (WM), CANADIAN NATL RY CO (CNI), CATERPILLAR INC (CAT), and others. Collectively, the top five holdings represent 83.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.