Hedge Fund - Bill & Melinda Gates Foundation Trust

Michael Larson Bio, Returns, Net Worth

The Bill & Melinda Gates Foundation Trust is managed by Michael Larson and has roughly $36 billion in assets under management. Nearly half of the Gates Trust's 13F equity portfolio is invested in Berkshire Hathaway, which has been donated to the Foundation piece-by-piece over the past decade. Most estimates place Warren Buffett's total donation of Berkshire stock worth a value north of $11 billion and counting.

Michael Larson
Fund Profile
Showing:
Fund Holdings Sector Distribution
Fund Name: Bill & Melinda Gates Foundation Trust
Manager Michael Larson
Portfolio Value $20,050,949,000
Change This QTR +1.03%
Showing:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) BRK-B 82,039,804 $9,726,639 -6% 48.5%
2.) KO 34,002,000 $1,404,623 7%
3.) MCD 10,872,500 $1,054,959 +10% 5.26%
4.) CAT 11,260,857 $1,022,598 +5% 5.09%
5.) CNI 17,126,874 $976,574 +100% 4.87%
6.) WMT 11,603,000 $913,040 +5% 4.55%
7.) WM 18,633,672 $836,093 4.16%
8.) XOM 8,143,858 $824,158 +7% 4.11%
9.) KOF 6,214,719 $756,766 3.77%
10.) TV 16,879,103 $510,762 2.54%
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