Loading…
Gates Foundation Trust
The trust that funds the Gates Foundation. Its equity portfolio is managed by Cascade Investment under Michael Larson, not by Gates personally, and is concentrated in a few long-held large caps.
Positions as of Q2 2026, per the 13F filed on Aug 14, 2026. Current positions may differ.
Positions opened, added to, trimmed or closed in the Q2 2026 filing.
A 13F does not report cash. It covers only U.S.-listed securities — cash, bonds, foreign stocks and private holdings are invisible in it, which is why Berkshire’s cash pile appears in its 10-Q and not here. What the filing does show is direction: selling more than buying means money left U.S. equities that quarter. Where it went — cash, fixed income, other markets — the form does not say.
Estimated across every position in each quarter, so a single stock can be compared against the whole. Same caveat as elsewhere: a 13F reports the share count on the last day of the quarter, while dividends are paid throughout it.