Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.02B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+31.65B
+9,999%+
Winning Positions
+35.11%
33 wins / 94 positions
Average Gain (Winners)
$1.07B
+9,999%+ avg per position
Active Positions
22
11 losing positions
Portfolio Value Over Time
Total Positions Tracked
94
All holdings over time
Win/Loss Ratio
3.00
33 gains / 11 losses
Active vs. Exited
22 / 72
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2013 | ACTIVE | $8.35M | $8.17B | $8.16B | +9,999%+ |
| WM | Waste Management, Inc. | Industrials | Jun 2013 | ACTIVE | $751.50K | $6.35B | $6.35B | +9,999%+ |
| CNI | Canadian National Railway Compa | Industrials | Jun 2013 | ACTIVE | $832.97K | $5.33B | $5.33B | +9,999%+ |
| CAT | Caterpillar, Inc. | Industrials | Jun 2013 | ACTIVE | $887.66K | $4.50B | $4.50B | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2017 | EXITED | $4.41M | $3.72B | $3.72B | +9,999%+ |
| DE | Deere & Company | Industrials | Sep 2021 | ACTIVE | $346.33K | $2.00B | $2.00B | +9,999%+ |
| ECL | Ecolab Inc. | Basic Materials | Jun 2013 | ACTIVE | $371.98K | $1.39B | $1.39B | +9,999%+ |
| WMT | Walmart Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $827.06K | $1.04B | $1.04B | +9,999%+ |
| FDX | FedEx Corporation | Industrials | Jun 2013 | ACTIVE | $298.20K | $849.26M | $848.96M | +9,999%+ |
| KOF | Coca Cola Femsa S.A.B. de C.V. | Consumer Defensive | Jun 2013 | ACTIVE | $871.86K | $606.25M | $605.37M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.