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Gates — 13F History

Gates Foundation TrustCIK 0001166559Form 13F-HR on EDGAR
Portfolio value$34.4B
Positions24
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what Gates bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$34.4B · 24 stocks · filed Aug 14, 2026
2 bought0 added3 reduced0 sold
Q1 2026$31.7B · 22 stocks · filed May 15, 2026
0 bought0 added2 reduced1 sold
Q4 2025$35.4B · 23 stocks · filed Feb 17, 2026
0 bought0 added2 reduced0 sold
Q3 2025$36.6B · 23 stocks · filed Nov 14, 2025
0 bought0 added10 reduced2 sold
Q2 2025$47.8B · 25 stocks · filed Aug 14, 2025
0 bought1 added1 reduced0 sold
Q1 2025$41.8B · 25 stocks · filed May 15, 2025
1 bought0 added1 reduced0 sold
Q4 2024$42.0B · 24 stocks · filed Feb 14, 2025
1 bought0 added2 reduced1 sold
Q3 2024$45.1B · 24 stocks · filed Nov 14, 2024
1 bought1 added3 reduced0 sold
Q2 2024$47.7B · 23 stocks · filed Aug 14, 2024
0 bought1 added1 reduced1 sold
Q1 2024$45.9B · 24 stocks · filed May 15, 2024
1 bought0 added2 reduced1 sold
Q4 2023$42.3B · 24 stocks · filed Feb 14, 2024
1 bought0 added4 reduced51 sold
Q3 2023$38.9B · 74 stocks · filed Nov 14, 2023
51 bought3 added1 reduced0 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.