Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Bill & Melinda Gates Foundation Trust portfolio balances reported a total equity value of $34.42B across 24 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight BERKSHIRE HATHAWAY INC DEL (BRK-B) as the single largest position, accounting for 21.4% of total equity value, followed by CATERPILLAR INC (CAT), CANADIAN NATL RY CO (CNI), WASTE MGMT INC DEL (WM), and others. Collectively, the top five holdings represent 82.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.