Bill Gates Portfolio
Bill Gates's foundation trust holds just a handful of stocks - its six biggest (per SEC 13F): Berkshire Hathaway, Waste Management, Canadian National Railway, Caterpillar, Deere, and Ecolab.
Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.
Berkshire Hathaway Inc. New Common Stock2011-02-28 → 2026-06-30click to change
%
Waste Management, Inc. Common Stock1991-10-31 → 2026-06-30click to change
%
Canadian National Railway Company Common Stock2011-02-28 → 2026-06-30click to change
%
Caterpillar, Inc. Common Stock1962-02-28 → 2026-06-30click to change
%
Deere & Company Common Stock1972-07-31 → 2026-06-30click to change
%
Ecolab Inc. Common Stock1988-02-29 → 2026-06-30click to change
%
Total 100%
Data window Bill Gates Portfolio: 2011-02-28 → 2026-06-30 · start: BRK.B
⚠ CNI: source dividend records are incomplete before 2015-01-01 - returns understate by roughly 1.4%/yr in that era.
Portfolio growth
Bill Gates Portfolio
CAGR14.98%
Max Drawdown-19.35%Sep 2011
Volatility15.24%
Sharpe0.90
Final balance$86,018
Total return760.18%
Drawdown
Annual returns
More statistics
| Bill Gates Portfolio | |
|---|---|
| Total Return | 760.18% |
| Sortino | 1.54 |
| Best Year | 33.39% |
| Worst Year | -9.31% |
| Positive Months | 63.24% |
| Annualized Return (mean) | 15.19% |