Bill Gates

Gates Foundation Trust

William Henry Gates III is an influential American businessman and philanthropist, renowned for co-founding Microsoft in 1975 alongside Paul Allen, which played a critical role in the microcomputer revolution. Gates became the world's youngest billionaire in 1987 and has been recognized by Forbes as the wealthiest individual multiple times. His philanthropic efforts, particularly through the Bill & Melinda Gates Foundation, focus on global health, education, and poverty alleviation initiatives, showcasing his commitment to societal improvement beyond corporate success. Gates currently oversees the Gates Foundation Trust, which operates as a 13F manager with a diverse investment strategy. The Trust's portfolio is characterized by significant positions in major corporations, including Microsoft Corp, Berkshire Hathaway, and Caterpillar Inc. The firm employs a strategic approach that includes both position increases and reductions, reflecting a dynamic response to market conditions. Recent disclosures from the Gates Foundation Trust reveal a total of 200 filings from May 15, 2024, to May 15, 2026, with notable actions including 100 position increases and 92 reductions. The disclosed trading record indicates a substantial engagement with key sectors such as Industrials and Consumer Defensive, with the largest move being a trim of approximately $8.3 billion in Microsoft shares on November 14, 2025.

Biggest Losses

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Coupang, Inc. Class A Common StockCPNG · Q1 2026$18.88$15.76-$29M-16.5%$146M
McDonald's CorporationMCD · Q1 2026$310.79$267.18-$15M-14%$89M
FedEx CorporationFDX · Q1 2026$356.18$315.19-$98M-11.5%$752M
Walmart IncWMT · Q1 2026$124.28$112.53-$99M-9.45%$944M