In this article, we will discuss the 10 Best Long-Term Stocks to Invest In According to Bill & Melinda Gates Foundation Trust.
Expect stocks to rise into year-end, despite the ongoing rotation from all-time highs. It is a sentiment echoed by Morgan Stanley’s chief US equity strategist, Mike Wilson, who insists the current market volatility is part of an ongoing rotation among cyclical and commodity sectors.
JPMorgan strategists, on their part, are downplaying the recent volatility, insisting investors are scared of interest rates that probably aren’t coming. However, the strategists fear that it is creating opportunities in exciting corners of the market.
Meanwhile, JPMorgan CEO Jamie Dimon has downplayed growing concerns that the market is overpriced after three years of blockbuster gains. While recent data from Goldman Sachs indicates that US equity exuberance has reached the 86th percentile of historical levels, it has yet to reach extreme speculative peaks.
“I do think the market is exuberant,” Dimon said. “I’ve seen this before. Of course, exuberance can go on for a long time, and it’s not bad.” “But there is also hype in some of this stuff,” he said. “Credit spreads are very low. So I look at all that as actually a risk.”
Amid growing concerns about the market’s likely direction in the second half of the year, focus is slowly turning to stocks capable of shrugging off near-term volatility. Bill Gates has reiterated plans to spend more than $200 billion on philanthropy between now and 2045. Consequently, his investment portfolio at the Bill & Melinda Gates Foundation Trust consists of plays poised to generate long-term value.
With that in mind, let’s take a look at some of the best long-term stocks to invest in according to the Bill & Melinda Gates Foundation Trust.
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Our Methodology
To identify the 10 best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust, we analyzed the hedge fund’s Q1 2026 13F portfolio. From the full list of 22 stock holdings, we focused on companies that have been part of the hedge fund’s portfolio for at least five consecutive years. We then reviewed hedge fund sentiment around these stocks using Insider Monkey’s database, which tracks the number of hedge funds holding each security. Finally, the stocks were ranked in ascending order based on the value of the Bill & Melinda Gates Foundation Trust’s stake in each company.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
Best Long-Term Stocks to Invest In According to Bill & Melinda Gates Foundation Trust
10. Schrodinger Inc (NASDAQ:SDGR)
Bill & Melinda Gates Foundation Trust’s Investment Stake: $79.3 Million
Bill & Melinda Gates Foundation Trust’s First Major Purchase: Q1 2020
Number of Hedge Fund Holders: 31
Schrodinger Inc (NASDAQ:SDGR) is one of the best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust. The stock is backed by 31 hedge funds. Schrodinger shares are up around 13% over the past month, and analysts see more upside in the stock.
On June 9, Schrodinger Inc (NASDAQ:SDGR) announced it had finalized a transition, separation, and release of claims agreement with Mannix Aklian, its former Chief Commercial Officer and Global Head of Software Sales and Marketing.
Schrodinger Inc is transitioning its platform to a hosted software licensing model, and the management has said good progress is being made on this front. In its Q1 2026 results, released on May 5, Schrodinger reported a 12% YoY increase in annual contract value (ACV) to $28.4 million. The company said the growth in contract value in that quarter was driven by new deployments and usage scale-ups.
Software revenue was down 21% as the transition to hosted software licensing accelerated. Drug discovery revenue more than doubled to $22.9 million due to continued progress in Schrodinger’s collaboration portfolio.
Looking ahead, the company anticipates Q2 2026 ACV in the range of $19 million to $23 million. For the full-year 2026, it expects ACV in the band of $218 million to $228 million, reflecting a growth of 10% to 15%. Schrodinger anticipates drug discovery revenue between $55 million and $65 million in 2026. The company said that Lilly’s planned acquisition of Ajax Therapeutics validates the strength of its platform.
Schrodinger Inc (NASDAQ:SDGR) provides software tools used in drug discovery and material science. These tools help pharmaceutical, biotech, chemicals, and energy companies to simulate and model the behavior of molecules. Schrodinger’s solutions help accelerate the design and development of new drugs and materials.
9. Coupang Inc (NYSE:CPNG)
Bill & Melinda Gates Foundation Trust’s Investment Stake: $174.6 Million
Bill & Melinda Gates Foundation Trust’s First Major Purchase: Q1 2021
Number of Hedge Fund Holders: 86
Coupang Inc (NYSE:CPNG) is one of the best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust. Analysts see the stock soaring more than 54% over the next 12 months. 86 hedge funds have positions in Coupang stock.
Coupang Inc (NYSE:CPNG) intends to dispute the nearly $410 million fine that the Korean privacy regulator slapped on it over data breaches, according to SEC filings on June 10. The regulator said the company failed to prevent a leak of customer data and separately harvested customer data without their consent.
Coupang says in the filing that it will vigorously pursue judicial review of the penalties. But the company will have to pay the fine even as it prepares to appeal the decision. It will recognize the fine in Q2 2026 under operating, general, and administrative expenses.
About $278 million of the fine is tied to the data leak incident, and $132 million is tied to authorized data collection for marketing purposes. The combined fine equates to roughly 1.4% of Coupang’s $34.5 billion revenue in 2025. The company made an operating profit of $473 million that year.
Coupang Inc (NYSE:CPNG), fondly referred to as the Amazon of Asia, operates an online retail platform that sells a wide variety of consumer items. It also offers cloud services, video streaming services, and fresh grocery and restaurant meal deliveries. Coupang is focused on the Asian markets, with South Korea being its top revenue market.
