B
Bill and Melinda Gates Foundation
Gates Foundation Trust · Holdings as of Dec 31, 2023, filed by Feb 15, 2024 · US long stock positions only
The foundation's book. Berkshire plus a handful of long holds.
Reported value
$0M
0 positions shown
Copycat since 2016
3.37x
13% per year
vs SPY
behind
SPY 3.57x same window
Copying these filings vs SPY $1 at every deadline since 2016
SPY 3.57x
Bill and Melinda Gates Foundation 3.37x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Symbol Value % of book vs prior quarter
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.