Gates Foundation Trust
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| BRK.BBERKSHIRE HATHAWAY Class B | 25.80% | 17,048,304 | $8.2B | trimmed−12% | −1.79 pp | 52 q |
| WMWaste Management, Inc. | 20.06% | 27,642,344 | $6.4B | trimmed−4% | +2.08 pp | 52 q |
| CNICanadian National Railway | 16.82% | 51,826,786 | $5.3B | held | — | 52 q |
| CATCaterpillar Inc. | 14.22% | 6,353,614 | $4.5B | held | — | 52 q |
| DEDeere & Company | 6.33% | 3,557,378 | $2.0B | held | — | 19 q |
| ECLEcolab, Inc. | 4.38% | 5,218,044 | $1.4B | held | — | 52 q |
| WMTWalmart Inc. | 3.29% | 8,390,477 | $1.0B | held | — | 52 q |
| FDXFedEx Corporation | 2.68% | 2,384,362 | $849M | held | — | 52 q |
| KOFCoca-Cola FEMSA, S.A.B DE C.V | 1.91% | 6,214,719 | $606M | held | — | 52 q |
| WCNWaste Connections, Inc. | 1.05% | 2,039,175 | $331M | held | — | 15 q |
| MSGSMadison Square Garden Sports Corp. | 0.60% | 592,406 | $190M | held | — | 19 q |
| CPNGCoupang, Inc. | 0.55% | 9,248,045 | $175M | held | — | 21 q |
| BUDAnheuser-Busch INBEV SA/NV | 0.37% | 1,703,000 | $118M | held | — | 12 q |
| PCARPaccar Inc | 0.36% | 1,000,000 | $116M | held | — | 7 q |
| WSTWest Pharmaceutical Services, Inc. | 0.35% | 444,500 | $111M | held | — | 5 q |
| MCDMcDonald's Corporation | 0.33% | 334,900 | $104M | held | — | 6 q |
| SDGRSchrodinger, Inc. | 0.25% | 6,981,664 | $79M | held | — | 25 q |
| DHRDanaher Corporation | 0.22% | 373,000 | $71M | held | — | 14 q |
| KHCThe Kraft Heinz Company | 0.18% | 2,472,600 | $56M | held | — | 15 q |
| HRLHormel Foods Corporation | 0.15% | 2,085,290 | $47M | held | — | 14 q |
| ONONOn Holding AG | 0.05% | 500,000 | $17M | held | — | 19 q |
| VLTOVeralto Corporation | 0.03% | 124,333 | $11M | held | — | 10 q |
| MSFTMicrosoft Corp | — | −7,691,207 | — | exited | −10.52 pp | — |
