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.
| Fund Name: | Bill & Melinda Gates Foundation Trust |
| Manager | Michael Larson |
| Portfolio Value | $21,354,166,000 |
| Change This QTR | +1.01% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1. | BRK.A | 49,912,525 | $11,305,187 | -10% | 52.94% | |
| 2. | WM | 18,633,672 | $2,123,493 | 9.94% | ||
| 3. | CAT | 11,260,857 | $1,663,003 | 7.78% | ||
| 4. | CNI | 17,126,874 | $1,549,126 | 7.25% | ||
| 5. | WMT | 11,603,000 | $1,378,901 | 6.45% |
| Company | Symbol | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2019-02-13 | ||||
| 2019-02-13 | ||||
| 2019-02-13 | ||||
| 2018-08-17 |
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