Gates Foundation Trust reports $34.42 billion in assets for Q2 2026

The Gates Foundation Trust reported significant changes to its investment portfolio for the second quarter of 2026 in its mandatory SEC 13F filing. The Trust, which manages assets for the foundation established by Bill and Melinda Gates, saw its total assets under management rise to approximately $34.42 billion, up from $31.66 billion in the previous quarter.

Key movements in the portfolio included substantial sales of Berkshire Hathaway shares and the addition of a new position that immediately entered the Trust’s top ten holdings. As an institutional investor managing over $100 million, the Trust is required by the U.S. Securities and Exchange Commission to disclose its holdings quarterly, providing transparency into its financial activities.