Gates Foundation Trust

Michael Larson ⓘ

$34.4B Portfolio Value

24 Stocks

+9.40% YTD Return ⓘ

Aug 14, 2026 Last Updated

Portfolio Value Over Time

Stock Click to search	Shares	Value	% of Portfolio	Change	Est. Return ⓘ
BRK-B\|Berkshire Hathaway Inc	14.7M	$7.4B	21.35%	TRIM -13.8%	—
CAT\|Caterpillar Inc	6.4M	$6.8B	19.65%	—	—
CNR\|Canadian Natl Ry Co	51.8M	$6.2B	17.95%	—	—
WM\|Waste Mgmt Inc	26.7M	$6.0B	17.30%	TRIM -3.3%	—
DE\|Deere & Co	3.6M	$2.3B	6.55%	—	+78.32%
ECL\|Ecolab Inc	5.2M	$1.5B	4.22%	—	—
WMT\|Walmart Inc	8.4M	$950.3M	2.76%	—	—
FDX\|Fedex Corp	2.4M	$746.6M	2.17%	—	—
KOF\|Coca-cola Femsa Sab De Cv	6.2M	$660.3M	1.92%	—	—
HD\|Home Depot Inc	1.0M	$352.7M	1.02%	ADD NEW	-10.23%
WCN\|Waste Connections Inc	2.0M	$339.9M	0.99%	—	+9.61%
MSGS\|Madison Square Grdn Sprt Cor	592.4K	$238.1M	0.69%	—	+142.18%
FDXF\|Fedex Fght Hldg Co Inc	1.2M	$180.0M	0.52%	ADD NEW	-28.68%
CPNG\|Coupang Inc	9.2M	$160.6M	0.47%	—	-54.39%
WST\|West Pharmaceutical Svsc Inc	444.5K	$159.6M	0.46%	—	+57.24%
BUD\|Anheuser Busch Inbev SA NV	1.7M	$140.3M	0.41%	—	+29.55%
PCAR\|Paccar Inc	1.0M	$120.1M	0.35%	—	+12.17%
SDGR\|Schrodinger Inc	7.0M	$113.5M	0.33%	—	-38.55%
MCD\|Mcdonalds Corp	334.9K	$90.5M	0.26%	—	-20.69%
DHR\|Danaher Corp	373.0K	$71.0M	0.21%	—	-4.99%
KHC\|Kraft Heinz Co	2.5M	$58.4M	0.17%	—	-41.32%
HRL\|Hormel Foods Corp	2.1M	$51.8M	0.15%	—	-58.56%
ONON\|On Hldg AG	500.0K	$17.7M	0.05%	—	-2.55%
VLTO\|Veralto Corp	124.3K	$11.0M	0.03%	—	+30.62%

13F Filing:

Stock Click to search	Action	Change	Shares After	Value	Est. Return ⓘ
2026-Q2
BRK-B\|Berkshire Hathaway Inc	SELL	-13.83%	14.7M	$7.4B	—
WM\|Waste Mgmt Inc	SELL	-3.33%	26.7M	$6.0B	—
HD\|Home Depot Inc	BUY	NEW	1.0M	$353M	-10.2%
FDXF\|Fedex Fght Hldg Co Inc	BUY	NEW	1.2M	$180M	-28.7%
2026-Q1
BRK-B\|Berkshire Hathaway Inc	SELL	-12.15%	17.0M	$8.2B	—
WM\|Waste Mgmt Inc	SELL	-4.47%	27.6M	$6.4B	—
MSFT\|Microsoft Corp	SELL	EXIT	—	—	+52.9%
2025-Q4
BRK-B\|Berkshire Hathaway Inc	SELL	-10.84%	19.4M	$9.8B	—
MSFT\|Microsoft Corp	SELL	-16.32%	7.7M	$3.7B	+90.0%
2025-Q3
MSFT\|Microsoft Corp	SELL	-64.91%	9.2M	$4.8B	+92.2%
BRK-B\|Berkshire Hathaway Inc	SELL	-9.78%	21.8M	$10.9B	—
WM\|Waste Mgmt Inc	SELL	-10.24%	28.9M	$6.4B	—
CNR\|Canadian Natl Ry Co	SELL	-5.47%	51.8M	$4.9B	—
CAT\|Caterpillar Inc	SELL	-13.60%	6.4M	$3.0B	—
WMT\|Walmart Inc	SELL	-7.70%	8.4M	$865M	—
FDX\|Fedex Corp	SELL	-5.92%	2.4M	$562M	—
WCN\|Waste Connections Inc	SELL	-5.12%	2.0M	$358M	+31.2%
CCI\|Crown Castle Inc	SELL	EXIT	—	—	—
UPS\|United Parcel Service Inc	SELL	EXIT	—	—	—
KHC\|Kraft Heinz Co	SELL	-5.72%	2.5M	$64M	-28.1%
HRL\|Hormel Foods Corp	SELL	-5.01%	2.1M	$52M	-38.5%
2025-Q2
MSFT\|Microsoft Corp	SELL	-7.96%	26.2M	$13.0B	+69.9%
BRK-B\|Berkshire Hathaway Inc	BUY	+40.48%	24.1M	$11.7B	+1.6%
2025-Q1
BRK-B\|Berkshire Hathaway Inc	SELL	-12.63%	17.2M	$9.1B	—
WST\|West Pharmaceutical Svsc Inc	BUY	NEW	444.5K	$100M	+57.2%
2024-Q4
MSFT\|Microsoft Corp	SELL	-1.73%	28.5M	$12.0B	+59.9%
BRK-B\|Berkshire Hathaway Inc	SELL	-11.21%	19.7M	$8.9B	—
MCD\|Mcdonalds Corp	BUY	NEW	334.9K	$97M	-20.7%
VRM\|Vroom Inc	SELL	EXIT	—	—	—
2024-Q3
MSFT\|Microsoft Corp	SELL	-17.00%	29.0M	$12.5B	+60.4%
BRK-B\|Berkshire Hathaway Inc	SELL	-10.08%	22.1M	$10.2B	—
WM\|Waste Mgmt Inc	SELL	-8.51%	32.2M	$6.7B	—
FDX\|Fedex Corp	BUY	+65.17%	2.5M	$694M	-0.6%
PCAR\|Paccar Inc	BUY	NEW	1.0M	$99M	+12.2%
2024-Q2
MSFT\|Microsoft Corp	SELL	-4.41%	34.9M	$15.6B	+59.3%
BRK-B\|Berkshire Hathaway Inc	BUY	+42.29%	24.6M	$10.0B	+26.1%
CVNA\|Carvana Co	SELL	EXIT	—	—	+185.4%
2024-Q1
MSFT\|Microsoft Corp	SELL	-4.48%	36.5M	$15.4B	+53.5%
BRK-B\|Berkshire Hathaway Inc	SELL	-13.12%	17.3M	$7.3B	—
WMT\|Walmart Inc	BUY	+200.00%	9.1M	$547M	+96.7%
VRM\|Vroom Inc	SELL	EXIT	—	—	—
VRM\|Vroom Inc	BUY	NEW	31.2K	$419688	—
2023-Q4
MSFT\|Microsoft Corp	SELL	-2.74%	38.2M	$14.4B	+39.2%
BRK-B\|Berkshire Hathaway Inc	SELL	-11.60%	19.9M	$7.1B	—
DE\|Deere & Co	SELL	-9.20%	3.6M	$1.4B	+7.7%
VLTO\|Veralto Corp	BUY	NEW	124.3K	$10M	+30.6%
AAPL\|Apple Inc	SELL	EXIT	—	—	+4.0%
META\|Meta Platforms Inc	SELL	EXIT	—	—	+8.2%
IYW\|Ishares Tr	SELL	EXIT	—	—	+6.1%
AMZN\|Amazon Com Inc	SELL	EXIT	—	—	+6.9%
ETN\|Eaton Corp PLC	SELL	EXIT	—	—	+4.0%
AVGO\|Broadcom Inc	SELL	EXIT	—	—	+6.6%
BKNG\|Booking Holdings Inc	SELL	EXIT	—	—	+1.6%
GOOGL\|Alphabet Inc Cl A	SELL	EXIT	—	—	+4.1%
JPM\|Jpmorgan Chase & Co	SELL	EXIT	—	—	-0.2%
ORCL\|Oracle Corp	SELL	EXIT	—	—	-6.2%
A4S\|Ameriprise Finl Inc	SELL	EXIT	—	—	—
NVDA\|Nvidia Corporation	SELL	EXIT	—	—	+4.7%
XLK\|Select Sector SPDR Tr	SELL	EXIT	—	—	-47.0%
PHM\|Pulte Group Inc	SELL	EXIT	—	—	+9.7%
TJX\|Tjx Cos Inc	SELL	EXIT	—	—	+1.6%
ELV\|Elevance Health Inc	SELL	EXIT	—	—	+2.3%
CHV\|Chevron Corp	SELL	EXIT	—	—	—
UL\|Unilever PLC	SELL	EXIT	—	—	-6.3%
PG\|Procter And Gamble Co	SELL	EXIT	—	—	-3.2%
CSCO\|Cisco Sys Inc	SELL	EXIT	—	—	-3.4%
TT\|Trane Technologies PLC	SELL	EXIT	—	—	+11.6%
V\|Visa Inc	SELL	EXIT	—	—	+2.9%
AMAT\|Applied Matls Inc	SELL	EXIT	—	—	+3.5%
AMGN\|Amgen Inc	SELL	EXIT	—	—	+5.7%
TMO\|Thermo Fisher Scientific Inc	SELL	EXIT	—	—	-8.0%
UNH\|Unitedhealth Group Inc	SELL	EXIT	—	—	+8.3%
ADBE\|Adobe Inc	SELL	EXIT	—	—	+13.1%
SLB\|Schlumberger Ltd	SELL	EXIT	—	—	-8.1%
TTE\|Totalenergies SE	SELL	EXIT	—	—	+8.1%
LMT\|Lockheed Martin Corp	SELL	EXIT	—	—	-0.8%
JNJ\|Johnson & Johnson	SELL	EXIT	—	—	-5.7%
NSC\|Norfolk Southn Corp	SELL	EXIT	—	—	-1.7%
GS\|Goldman Sachs Group Inc	SELL	EXIT	—	—	+1.9%
MS\|Morgan Stanley	SELL	EXIT	—	—	-8.0%
CVS\|Cvs Health Corp	SELL	EXIT	—	—	-2.0%
PFE\|Pfizer Inc	SELL	EXIT	—	—	-15.5%
PNC\|Pnc Finl Svcs Group Inc	SELL	EXIT	—	—	+1.4%
CB\|Chubb Limited	SELL	EXIT	—	—	+9.1%
KBWB\|Invesco Exch Traded Fd Tr II	SELL	EXIT	—	—	-0.6%
XOM\|Exxon Mobil Corp	SELL	EXIT	—	—	-3.7%
EMN\|Eastman Chem Co	SELL	EXIT	—	—	-4.6%
LOW\|Lowes Cos Inc	SELL	EXIT	—	—	-11.7%
GOOG\|Alphabet Inc Cl C	SELL	EXIT	—	—	+4.7%
MRK\|Merck & Co Inc	SELL	EXIT	—	—	-3.7%
AMT\|American Tower Corp	SELL	EXIT	—	—	+6.4%
XLP\|Select Sector SPDR Tr	SELL	EXIT	—	—	-5.5%
HD\|Home Depot Inc	SELL	EXIT	—	—	-6.8%
TGT\|Target Corp	SELL	EXIT	—	—	-12.8%
PEP\|Pepsico Inc	SELL	EXIT	—	—	-7.8%
RTX\|Rtx Corporation	SELL	EXIT	—	—	-5.8%
DIS\|Disney Walt Co	SELL	EXIT	—	—	+5.2%
2023-Q3
MSFT\|Microsoft Corp	BUY	+0.05%	39.3M	$12.4B	+62.6%
BRK-B\|Berkshire Hathaway Inc	SELL	-10.39%	22.5M	$7.9B	—
WMT\|Walmart Inc	BUY	+0.31%	3.0M	$485M	-30.3%
UPS\|United Parcel Service Inc	BUY	+1.94%	755.1K	$118M	-45.0%
AAPL\|Apple Inc	BUY	NEW	52.8K	$9M	+86.8%
META\|Meta Platforms Inc	BUY	NEW	27.0K	$8M	+139.4%
IYW\|Ishares Tr	BUY	NEW	57.6K	$6M	+135.0%
AMZN\|Amazon Com Inc	BUY	NEW	44.0K	$6M	+95.9%
ETN\|Eaton Corp PLC	BUY	NEW	26.1K	$6M	+99.0%
AVGO\|Broadcom Inc	BUY	NEW	6.5K	$5M	-58.2%
BKNG\|Booking Holdings Inc	BUY	NEW	1.6K	$5M	-94.8%
GOOGL\|Alphabet Inc Cl A	BUY	NEW	38.4K	$5M	+170.8%
JPM\|Jpmorgan Chase & Co	BUY	NEW	29.6K	$4M	+123.8%
ORCL\|Oracle Corp	BUY	NEW	39.8K	$4M	+21.9%
A4S\|Ameriprise Finl Inc	BUY	NEW	12.4K	$4M	—
NVDA\|Nvidia Corporation	BUY	NEW	9.2K	$4M	-48.7%
XLK\|Select Sector SPDR Tr	BUY	NEW	24.3K	$4M	+15.8%
PHM\|Pulte Group Inc	BUY	NEW	53.5K	$4M	+41.4%
TJX\|Tjx Cos Inc	BUY	NEW	42.5K	$4M	+57.9%
ELV\|Elevance Health Inc	BUY	NEW	8.5K	$4M	-8.8%
CHV\|Chevron Corp	BUY	NEW	21.5K	$4M	—
UL\|Unilever PLC	BUY	NEW	72.6K	$4M	+8.1%
PG\|Procter And Gamble Co	BUY	NEW	23.0K	$3M	-1.2%
CSCO\|Cisco Sys Inc	BUY	NEW	62.0K	$3M	+121.8%
TT\|Trane Technologies PLC	BUY	NEW	15.9K	$3M	+137.1%
V\|Visa Inc	BUY	NEW	14.0K	$3M	+60.6%
AMAT\|Applied Matls Inc	BUY	NEW	22.8K	$3M	+255.2%
AMGN\|Amgen Inc	BUY	NEW	11.1K	$3M	+61.7%
TMO\|Thermo Fisher Scientific Inc	BUY	NEW	5.7K	$3M	+23.6%
UNH\|Unitedhealth Group Inc	BUY	NEW	5.7K	$3M	-23.2%
ADBE\|Adobe Inc	BUY	NEW	5.5K	$3M	-53.6%
SLB\|Schlumberger Ltd	BUY	NEW	47.0K	$3M	-15.6%
TTE\|Totalenergies SE	BUY	NEW	38.5K	$3M	+39.1%
LMT\|Lockheed Martin Corp	BUY	NEW	5.9K	$2M	+13.4%
JNJ\|Johnson & Johnson	BUY	NEW	14.9K	$2M	+59.7%
NSC\|Norfolk Southn Corp	BUY	NEW	11.7K	$2M	+50.5%
GS\|Goldman Sachs Group Inc	BUY	NEW	7.1K	$2M	+172.3%
MS\|Morgan Stanley	BUY	NEW	27.9K	$2M	+121.2%
CVS\|Cvs Health Corp	BUY	NEW	32.5K	$2M	+21.1%
PFE\|Pfizer Inc	BUY	NEW	68.0K	$2M	-20.8%
PNC\|Pnc Finl Svcs Group Inc	BUY	NEW	17.4K	$2M	+75.6%
CB\|Chubb Limited	BUY	NEW	10.2K	$2M	+69.2%
KBWB\|Invesco Exch Traded Fd Tr II	BUY	NEW	50.3K	$2M	+136.6%
XOM\|Exxon Mobil Corp	BUY	NEW	17.0K	$2M	+56.1%
EMN\|Eastman Chem Co	BUY	NEW	25.0K	$2M	-25.0%
LOW\|Lowes Cos Inc	BUY	NEW	9.0K	$2M	-17.8%
GOOG\|Alphabet Inc Cl C	BUY	NEW	14.0K	$2M	+166.6%
MRK\|Merck & Co Inc	BUY	NEW	17.7K	$2M	+35.4%
AMT\|American Tower Corp	BUY	NEW	11.0K	$2M	-0.2%
XLP\|Select Sector SPDR Tr	BUY	NEW	25.5K	$2M	+17.2%
HD\|Home Depot Inc	BUY	NEW	5.7K	$2M	-10.8%
TGT\|Target Corp	BUY	NEW	15.2K	$2M	+18.7%
PEP\|Pepsico Inc	BUY	NEW	9.7K	$2M	-30.5%
RTX\|Rtx Corporation	BUY	NEW	20.2K	$1M	+117.1%
DIS\|Disney Walt Co	BUY	NEW	16.8K	$1M	+25.9%
2023-Q2
BRK-B\|Berkshire Hathaway Inc	BUY	+27.69%	25.1M	$8.6B	+58.8%
BUD\|Anheuser Busch Inbev Sa/nv	BUY	NEW	1.7M	$97M	+29.6%
2023-Q1
BRK-B\|Berkshire Hathaway Inc	SELL	-20.25%	19.7M	$6.1B	—
WEBRUSD\|Weber Inc	SELL	EXIT	—	—	—
2022-Q4
BRK-B\|Berkshire Hathaway Inc	SELL	-16.84%	24.7M	$7.6B	—
ECL\|Ecolab Inc	BUY	+7.23%	5.2M	$760M	+90.5%
HRL\|Hormel Foods Corp	BUY	NEW	2.2M	$100M	-58.6%
DHR\|Danaher Corporation	BUY	NEW	373.0K	$99M	-5.0%
2022-Q3
BRK-B\|Berkshire Hathaway Inc	SELL	-14.41%	29.7M	$7.9B	—
MSFT\|Microsoft Corp	BUY	NEW	39.3M	$9.1B	+103.5%
CNR\|Canadian Natl Ry Co	BUY	+433.41%	54.8M	$5.9B	+37.9%
WM\|Waste Mgmt Inc	BUY	+89.09%	35.2M	$5.6B	+23.6%
DE\|Deere & Co	BUY	+335.47%	3.9M	$1.3B	+79.5%
ECL\|Ecolab Inc	BUY	+11.45%	4.9M	$703M	+72.9%
WCN\|Waste Connections Inc	BUY	NEW	2.1M	$290M	+9.6%
FDX\|Fedex Corp	BUY	+187.14%	1.5M	$228M	+30.1%
CPNG\|Coupang Inc	BUY	+61.84%	9.2M	$154M	-8.5%
SF9\|Sanderson Farms Inc	SELL	EXIT	—	—	—
KHC\|Kraft Heinz Co	BUY	NEW	2.6M	$87M	-41.3%
2022-Q2
BRK-B\|Berkshire Hathaway Inc	BUY	+20.93%	34.7M	$9.5B	+64.8%
CNR\|Canadian Natl Ry Co	SELL	-21.33%	10.3M	$1.2B	—
MSGS\|Madison Square Grdn Sprt Cor	BUY	+112.98%	592.4K	$89M	+147.2%
CVNA\|Carvana Co	BUY	NEW	520.0K	$12M	+73.7%
VRM\|Vroom Inc	BUY	NEW	2.5M	$3M	—
2022-Q1
BRK-B\|Berkshire Hathaway Inc	SELL	-14.84%	28.7M	$10.1B	—
CAT\|Caterpillar Inc	SELL	-24.07%	7.4M	$1.6B	—
WMT\|Walmart Inc	SELL	-56.36%	3.0M	$450M	—
CCI\|Crown Castle Intl Corp	SELL	-68.89%	1.4M	$262M	—
MSFT\|Microsoft Corp	SELL	-51.25%	944.6K	$291M	+3.7%
UPS\|United Parcel Service Inc	SELL	-67.57%	740.7K	$159M	—
FDX\|Fedex Corp	SELL	-64.23%	534.4K	$124M	—
DE\|Deere & Co	SELL	-12.96%	899.7K	$374M	+6.2%
CP\|Canadian Pac Ry Ltd	SELL	EXIT	—	—	+1.8%
TV\|Grupo Televisa S A B	SELL	EXIT	—	—	—
GOOGL\|Alphabet Inc	SELL	EXIT	—	—	+90.9%
GOOG\|Alphabet Inc	SELL	EXIT	—	—	+91.2%
2021-Q4
BRK-B\|Berkshire Hathaway Inc	SELL	-12.92%	33.7M	$10.1B	—
MSFT\|Microsoft Corp	SELL	-34.04%	1.9M	$652M	+14.1%
KSUEUR\|Kansas City Southern	SELL	EXIT	—	—	—
TV\|Grupo Televisa S A B	SELL	-56.83%	7.0M	$66M	—
CP\|Canadian Pac Ry Ltd	BUY	NEW	2.5M	$178M	+15.9%
SF9\|Sanderson Farms Inc	BUY	NEW	524.2K	$100M	—
AFRM\|Affirm Hldgs Inc	SELL	EXIT	—	—	+97.8%
2021-Q3
BRK-B\|Berkshire Hathaway Inc	SELL	-11.45%	38.7M	$10.6B	—
CAT\|Caterpillar Inc	SELL	-4.64%	9.7M	$1.9B	—
CNR\|Canadian Natl Ry Co	SELL	-6.05%	13.1M	$1.5B	—
WMT\|Walmart Inc	SELL	-8.93%	6.9M	$965M	—
CCI\|Crown Castle Intl Corp	SELL	-10.27%	4.6M	$791M	—
MSFT\|Microsoft Corp	BUY	NEW	2.9M	$828M	+84.6%
KSUEUR\|Kansas City Southern	BUY	NEW	2.2M	$593M	—
UPS\|United Parcel Service Inc	SELL	-18.48%	2.3M	$416M	—
DE\|Deere & Co	BUY	NEW	1.0M	$346M	+74.4%
TV\|Grupo Televisa S A B	SELL	-3.41%	16.3M	$179M	—
MSGS\|Madison Square Grdn Sprt Cor	BUY	NEW	278.1K	$52M	+136.8%
WEBRUSD\|Weber Inc	BUY	NEW	2.5M	$44M	—
ONON\|On Hldg AG	BUY	NEW	500.0K	$15M	-2.6%
AFRM\|Affirm Hldgs Inc	BUY	NEW	35.2K	$4M	+19.2%
2021-Q2
BRK-B\|Berkshire Hathaway Inc	BUY	+17.74%	43.7M	$12.1B	+84.3%
ECL\|Ecolab Inc	BUY	+0.00%	4.4M	$899M	+30.2%
LBTYK\|Liberty Global PLC	SELL	EXIT	—	—	—
LBTYA\|Liberty Global PLC	SELL	EXIT	—	—	—
2021-Q1
BRK-B\|Berkshire Hathaway Inc	SELL	-11.88%	37.1M	$9.5B	—
CAT\|Caterpillar Inc	SELL	-9.80%	10.2M	$2.4B	—
CNR\|Canadian Natl Ry Co	SELL	-18.09%	13.9M	$1.6B	—
WMT\|Walmart Inc	SELL	-34.49%	7.6M	$1.0B	—
CCI\|Crown Castle Intl Corp	SELL	-4.62%	5.1M	$876M	—
FDX\|Fedex Corp	SELL	-50.62%	1.5M	$424M	—
UPS\|United Parcel Service Inc	SELL	-38.09%	2.8M	$476M	—
CPNG\|Coupang Inc	BUY	NEW	5.7M	$282M	-65.2%
AAPL\|Apple Inc	SELL	EXIT	—	—	+41.1%
AMZN\|Amazon Com Inc	SELL	EXIT	—	—	+65.9%
LBTYK\|Liberty Global PLC	SELL	-86.05%	507.5K	$13M	—
LBTYA\|Liberty Global PLC	SELL	-82.03%	380.8K	$10M	—
TWTRUSD\|Twitter Inc	SELL	EXIT	—	—	—
LILAK\|Liberty Latin America Ltd	SELL	EXIT	—	—	-13.8%
LILA\|Liberty Latin America Ltd	SELL	EXIT	—	—	-41.9%
2020-Q4
BRK-B\|Berkshire Hathaway Inc	SELL	-10.61%	42.1M	$9.8B	—
CNR\|Canadian Natl Ry Co	SELL	-0.86%	17.0M	$1.9B	—
SDGR\|Schrodinger Inc	BUY	+40.15%	7.0M	$553M	-53.7%
AAPL\|Apple Inc	SELL	-50.00%	1.0M	$133M	+30.9%
AMZN\|Amazon Com Inc	SELL	-50.00%	30.2K	$98M	+67.6%
BABA\|Alibaba Group Hldg Ltd	SELL	EXIT	—	—	+27.7%
BXP\|Boston Properties Inc	SELL	EXIT	—	—	+5.6%
GOOGL\|Alphabet Inc	SELL	-50.00%	21.6K	$38M	+22.3%
GOOG\|Alphabet Inc	SELL	-50.00%	21.5K	$38M	+22.6%
LILAK\|Liberty Latin America Ltd	SELL	-27.62%	677.0K	$8M	-16.3%
LILA\|Liberty Latin America Ltd	SELL	-25.37%	276.4K	$3M	-44.4%
UBER\|Uber Technologies Inc	SELL	EXIT	—	—	+46.9%
2020-Q3
BRK-B\|Berkshire Hathaway Inc	BUY	+18.02%	47.1M	$10.0B	+147.0%
SDGR\|Schrodinger Inc	SELL	-28.65%	5.0M	$237M	+78.2%
AAPL\|Apple Inc	BUY	+300.00%	2.0M	$232M	+203.0%
BXP\|Boston Properties Inc	BUY	NEW	1.1M	$88M	-32.6%
ARCO\|Arcos Dorados Holdings Inc	SELL	EXIT	—	—	—
LILAK\|Liberty Latin America Ltd	SELL	-1.97%	935.3K	$8M	-33.4%
UBER\|Uber Technologies Inc	BUY	NEW	26.8K	$976000	+118.0%
2020-Q2
BRK-B\|Berkshire Hathaway Inc	SELL	-11.13%	39.9M	$7.1B	—
SDGR\|Schrodinger Inc	SELL	+0.00%	7.0M	$639M	+50.1%
2020-Q1
BRK-B\|Berkshire Hathaway Inc	SELL	-10.02%	44.9M	$8.2B	—
SDGR\|Schrodinger Inc	BUY	NEW	7.0M	$301M	-29.2%
AAPL\|Apple Inc	BUY	NEW	501.0K	$127M	+11.0%
AMZN\|Amazon Com Inc	BUY	NEW	60.5K	$118M	-86.2%
BABA\|Alibaba Group Hldg Ltd	BUY	NEW	552.4K	$107M	-47.5%
GOOGL\|Alphabet Inc	BUY	NEW	43.1K	$50M	-75.2%
GOOG\|Alphabet Inc	BUY	NEW	43.0K	$50M	-75.5%
TWTRUSD\|Twitter Inc	BUY	NEW	272.4K	$7M	—
2019-Q4
BRK-B\|Berkshire Hathaway Inc	SELL	-9.11%	49.9M	$11.3B	—
BYND\|Beyond Meat Inc	SELL	EXIT	—	—	-50.2%
NCSUSD\|Cornerstone Bldg Brands Inc	SELL	EXIT	—	—	—
2019-Q3
BRK-B\|Berkshire Hathaway Inc	BUY	+16.64%	54.9M	$11.4B	+149.5%
BYND\|Beyond Meat Inc	BUY	NEW	96.5K	$14M	-91.6%
NCSUSD\|Cornerstone Bldg Brands Inc	BUY	NEW	13.7K	$83000	—
2019-Q2
BRK-B\|Berkshire Hathaway Inc	SELL	-9.60%	47.1M	$10.0B	—
MSFT\|Microsoft Corp	SELL	EXIT	—	—	—
AN\|Autonation Inc	SELL	EXIT	—	—	—
2019-Q1
BRK-B\|Berkshire Hathaway Inc	SELL	-8.76%	52.1M	$10.5B	—
MSFT\|Microsoft Corp	SELL	-50.00%	8.0M	$944M	—
WBA\|Walgreens Boots Alliance Inc	SELL	EXIT	—	—	—
2018-Q4
BRK-B\|Berkshire Hathaway Inc	SELL	-8.05%	57.1M	$11.7B	—
MSFT\|Microsoft Corp	SELL	-33.33%	16.0M	$1.6B	—
2018-Q3
BRK-B\|Berkshire Hathaway Inc	BUY	+15.88%	62.1M	$13.3B	+148.4%
MSFT\|Microsoft Corp	SELL	-25.00%	24.0M	$2.7B	—
2018-Q2
BRK-B\|Berkshire Hathaway Inc	SELL	-8.54%	53.6M	$10.0B	—
MSFT\|Microsoft Corp	SELL	-20.00%	32.0M	$3.2B	—
2018-Q1
BRK-B\|Berkshire Hathaway Inc	SELL	-7.87%	58.6M	$11.7B	—
MSFT\|Microsoft Corp	SELL	-16.67%	40.0M	$3.7B	—
LBTYA\|Liberty Global PLC	SELL	EXIT	—	—	—
LILAK\|Liberty Latin America Ltd	BUY	NEW	636.0K	$12M	-57.6%
LBTYA\|Liberty Global PLC	SELL	EXIT	—	—	—
LILA\|Liberty Latin America Ltd	BUY	NEW	370.4K	$7M	-57.2%

Stock Click to search	Held Period	Cost Basis	Sale Proceeds	Realized Gain	Return ⓘ	CAGR ⓘ
MSFT\|Microsoft Corp	2021-Q3 → 2026-Q1 (4.5y)	$10.9B	$18.7B	$+7.7B	+70.8%	+12.7%
CVNA\|Carvana Co	2022-Q2 → 2024-Q2 (2.0y)	$19.1M	$54.4M	$+35.4M	+185.4%	+69.2%
META\|Meta Platforms Inc	2023-Q3 → 2023-Q4 (0.2y)	$8.1M	$8.8M	$+667.0K	+8.2%	+8.2%
IYW\|Ishares Tr	2023-Q3 → 2023-Q4 (0.2y)	$6.3M	$6.6M	$+380.2K	+6.1%	+6.1%
AVGO\|Broadcom Inc	2023-Q3 → 2023-Q4 (0.2y)	$5.6M	$6.0M	$+371.3K	+6.6%	+6.6%
ETN\|Eaton Corp PLC	2023-Q3 → 2023-Q4 (0.2y)	$5.6M	$5.9M	$+226.8K	+4.0%	+4.0%
BKNG\|Booking Holdings Inc	2023-Q3 → 2023-Q4 (0.2y)	$5.1M	$5.1M	$+83.0K	+1.6%	+1.6%
PHM\|Pulte Group Inc	2023-Q3 → 2023-Q4 (0.2y)	$4.2M	$4.7M	$+410.3K	+9.7%	+9.7%
JPM\|Jpmorgan Chase & Co	2023-Q3 → 2023-Q4 (0.2y)	$4.4M	$4.4M	$-9.5K	-0.2%	-0.2%
ORCL\|Oracle Corp	2023-Q3 → 2023-Q4 (0.2y)	$4.6M	$4.3M	$-288.6K	-6.2%	-6.2%
NVDA\|Nvidia Corporation	2023-Q3 → 2023-Q4 (0.2y)	$4.1M	$4.3M	$+191.1K	+4.7%	+4.7%
ELV\|Elevance Health Inc	2023-Q3 → 2023-Q4 (0.2y)	$3.8M	$3.9M	$+88.7K	+2.3%	+2.3%
UL\|Unilever PLC	2023-Q3 → 2023-Q4 (0.2y)	$4.2M	$3.9M	$-264.9K	-6.3%	-6.3%
TJX\|Tjx Cos Inc	2023-Q3 → 2023-Q4 (0.2y)	$3.7M	$3.8M	$+60.4K	+1.6%	+1.6%
TT\|Trane Technologies PLC	2023-Q3 → 2023-Q4 (0.2y)	$3.2M	$3.6M	$+370.0K	+11.6%	+11.6%
V\|Visa Inc	2023-Q3 → 2023-Q4 (0.2y)	$3.4M	$3.5M	$+96.6K	+2.9%	+2.9%
PG\|Procter And Gamble Co	2023-Q3 → 2023-Q4 (0.2y)	$3.5M	$3.4M	$-113.5K	-3.2%	-3.2%
AMAT\|Applied Matls Inc	2023-Q3 → 2023-Q4 (0.2y)	$3.3M	$3.4M	$+113.5K	+3.5%	+3.5%
ADBE\|Adobe Inc	2023-Q3 → 2023-Q4 (0.2y)	$2.9M	$3.2M	$+374.8K	+13.1%	+13.1%
CSCO\|Cisco Sys Inc	2023-Q3 → 2023-Q4 (0.2y)	$3.3M	$3.2M	$-112.2K	-3.4%	-3.4%
UNH\|Unitedhealth Group Inc	2023-Q3 → 2023-Q4 (0.2y)	$2.8M	$3.0M	$+232.4K	+8.3%	+8.3%
AMGN\|Amgen Inc	2023-Q3 → 2023-Q4 (0.2y)	$2.8M	$3.0M	$+162.3K	+5.7%	+5.7%
TMO\|Thermo Fisher Scientific Inc	2023-Q3 → 2023-Q4 (0.2y)	$3.0M	$2.8M	$-241.8K	-8.0%	-8.0%
LMT\|Lockheed Martin Corp	2023-Q3 → 2023-Q4 (0.2y)	$2.7M	$2.6M	$-20.1K	-0.8%	-0.8%
TTE\|Totalenergies SE	2023-Q3 → 2023-Q4 (0.2y)	$2.4M	$2.6M	$+192.9K	+8.1%	+8.1%
SLB\|Schlumberger Ltd	2023-Q3 → 2023-Q4 (0.2y)	$2.7M	$2.5M	$-220.0K	-8.1%	-8.1%
NSC\|Norfolk Southn Corp	2023-Q3 → 2023-Q4 (0.2y)	$2.5M	$2.4M	$-42.7K	-1.7%	-1.7%
GS\|Goldman Sachs Group Inc	2023-Q3 → 2023-Q4 (0.2y)	$2.3M	$2.4M	$+43.3K	+1.9%	+1.9%
JNJ\|Johnson & Johnson	2023-Q3 → 2023-Q4 (0.2y)	$2.4M	$2.3M	$-139.1K	-5.7%	-5.7%
CVS\|Cvs Health Corp	2023-Q3 → 2023-Q4 (0.2y)	$2.3M	$2.3M	$-45.5K	-2.0%	-2.0%
CB\|Chubb Limited	2023-Q3 → 2023-Q4 (0.2y)	$2.1M	$2.3M	$+188.1K	+9.1%	+9.1%
XLK\|Select Sector SPDR Tr	2023-Q3 → 2023-Q4 (0.2y)	$4.2M	$2.2M	$-2.0M	-47.0%	-47.0%
MS\|Morgan Stanley	2023-Q3 → 2023-Q4 (0.2y)	$2.4M	$2.2M	$-190.4K	-8.0%	-8.0%
PNC\|Pnc Finl Svcs Group Inc	2023-Q3 → 2023-Q4 (0.2y)	$2.2M	$2.2M	$+31.5K	+1.4%	+1.4%
AMT\|American Tower Corp	2023-Q3 → 2023-Q4 (0.2y)	$2.0M	$2.1M	$+128.2K	+6.4%	+6.4%
KBWB\|Invesco Exch Traded Fd Tr II	2023-Q3 → 2023-Q4 (0.2y)	$2.1M	$2.1M	$-13.1K	-0.6%	-0.6%
PFE\|Pfizer Inc	2023-Q3 → 2023-Q4 (0.2y)	$2.4M	$2.1M	$-376.0K	-15.5%	-15.5%
EMN\|Eastman Chem Co	2023-Q3 → 2023-Q4 (0.2y)	$2.1M	$2.0M	$-96.5K	-4.6%	-4.6%
MRK\|Merck & Co Inc	2023-Q3 → 2023-Q4 (0.2y)	$1.9M	$1.8M	$-69.7K	-3.7%	-3.7%
LOW\|Lowes Cos Inc	2023-Q3 → 2023-Q4 (0.2y)	$2.0M	$1.8M	$-238.0K	-11.7%	-11.7%
XOM\|Exxon Mobil Corp	2023-Q3 → 2023-Q4 (0.2y)	$1.8M	$1.8M	$-67.3K	-3.7%	-3.7%
XLP\|Select Sector SPDR Tr	2023-Q3 → 2023-Q4 (0.2y)	$1.9M	$1.8M	$-102.0K	-5.5%	-5.5%
HD\|Home Depot Inc	2023-Q3 → 2023-Q4 (0.2y)	$1.9M	$1.7M	$-126.6K	-6.8%	-6.8%
TGT\|Target Corp	2023-Q3 → 2023-Q4 (0.2y)	$2.0M	$1.7M	$-251.9K	-12.8%	-12.8%
RTX\|Rtx Corporation	2023-Q3 → 2023-Q4 (0.2y)	$1.7M	$1.6M	$-100.4K	-5.8%	-5.8%
PEP\|Pepsico Inc	2023-Q3 → 2023-Q4 (0.2y)	$1.8M	$1.6M	$-136.5K	-7.8%	-7.8%
DIS\|Disney Walt Co	2023-Q3 → 2023-Q4 (0.2y)	$1.4M	$1.5M	$+75.8K	+5.2%	+5.2%
CP\|Canadian Pac Ry Ltd	2021-Q4 → 2022-Q1 (0.2y)	$180.6M	$183.8M	$+3.2M	+1.8%	+1.8%
GOOGL\|Alphabet Inc	2020-Q1 → 2022-Q1 (2.0y)	$61.2M	$95.8M	$+34.6M	+56.6%	+25.2%
GOOG\|Alphabet Inc	2020-Q1 → 2022-Q1 (2.0y)	$61.0M	$95.7M	$+34.7M	+56.9%	+25.3%
AFRM\|Affirm Hldgs Inc	2021-Q3 → 2021-Q4 (0.2y)	$2.4M	$4.7M	$+2.3M	+97.8%	+97.8%
AAPL\|Apple Inc	2020-Q1 → 2021-Q1 (1.0y)	$318.9M	$247.9M	$-71.1M	-22.3%	-22.4%
AMZN\|Amazon Com Inc	2020-Q1 → 2021-Q1 (1.0y)	$114.9M	$191.6M	$+76.7M	+66.8%	+67.1%
LILAK\|Liberty Latin America Ltd	2018-Q1 → 2021-Q1 (3.0y)	$12.7M	$10.8M	$-1.9M	-14.8%	-5.2%
LILA\|Liberty Latin America Ltd	2018-Q1 → 2021-Q1 (3.0y)	$7.5M	$4.3M	$-3.2M	-42.5%	-16.9%
BABA\|Alibaba Group Hldg Ltd	2020-Q1 → 2020-Q4 (0.7y)	$117.1M	$149.6M	$+32.4M	+27.7%	+38.7%
BXP\|Boston Properties Inc	2020-Q3 → 2020-Q4 (0.2y)	$96.3M	$101.7M	$+5.4M	+5.6%	+5.6%
UBER\|Uber Technologies Inc	2020-Q3 → 2020-Q4 (0.2y)	$878.0K	$1.3M	$+411.7K	+46.9%	+46.9%
BYND\|Beyond Meat Inc	2019-Q3 → 2019-Q4 (0.2y)	$15.5M	$7.7M	$-7.8M	-50.2%	-50.2%

Gates Foundation Trust

Current Holdings for Gates Foundation Trust

Trading Activity for Gates Foundation Trust

Closed Positions for Gates Foundation Trust

Position Details