Bill & Melinda Gates Foundation Trust 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows BRK.A unchanged to 32.38%; WM unchanged to 21.10%; MSFT unchanged to 12.35%. Combined with top 5 83.41%, top 10 96.49%, top 20 99.97%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2024-12-31 (3.89% strategy return, -3.63% benchmark, 7.51% excess, 7.27% turnover), while the weakest was 2025-12-31 (-1.25% strategy return, 9.57% benchmark, -10.81% excess, 4.71% turnover). Those periods should be read alongside baseline metrics of return 14.77%, alpha 3.64%, beta 0.79, Sharpe 0.92, Sortino 1.18, and max drawdown -28.55% to judge whether returns came from persistent exposure or a narrow timing window.
Concentration is the first item to inspect: top 5 83.41%, top 10 96.49%, top 20 99.97%. The largest names are BRK.A (Berkshire Hathaway Inc.) 32.38%, WM (Waste Management, Inc.) 21.10%, MSFT (Microsoft Corporation) 12.35%, CAT (Caterpillar Inc.) 12.08%, and DE (Deere & Company) 5.50%, and the largest sector exposures are Industrials 42.56%, Financials 32.38%, and Information Technology 12.35%. If those exposures reverse, baseline performance can diverge sharply from a broad index.