Hedge Fund - Bill & Melinda Gates Foundation Trust

Michael Larson Bio, Returns, AUM, 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
Filing Period:
Fund Name: Bill & Melinda Gates Foundation Trust
Manager Michael Larson
Portfolio Value $20,957,382,000
Change This QTR +0.94%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. BRK.A 37,104,399 $9,479,061 -12% 45.23%
2. WM 18,633,672 $2,404,116 11.47%
3. CAT 10,156,756 $2,355,047 -10% 11.23%
4. CNI 13,907,283 $1,612,967 -19% 7.69%
5. WMT 7,600,706 $1,032,404 -35% 4.92%
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