Group 1 - The largest holding in the Bill & Melinda Gates Foundation Trust's portfolio is Berkshire Hathaway, not Microsoft, which ranks as the fifth-largest position [1][4] - The Gates Foundation Trust has approximately 30% of its $36 billion portfolio invested in Berkshire Hathaway, valued at over $10.9 billion [1][4] - Berkshire Hathaway has delivered an overall gain of 5,502% from 1964 to 2024, translating to a compound annual growth rate of 19.9%, significantly outperforming the S&P 500's 10.4% during the same period [7] Group 2 - The relationship between Gates and Buffett, including their long-standing friendship and collaboration, is noted, but the primary reason for the Gates Foundation Trust's investment in Berkshire Hathaway is its historical reliability as an investment [5][6] - Despite Warren Buffett stepping down as CEO, Berkshire Hathaway remains a strong stock for long-term investment [6] - The Gates Foundation Trust reduced its position in Berkshire by selling 2.36 million shares in the third quarter of 2025, a decrease of almost 9.8% [4]
Billionaire Bill Gates Has 30% of His Foundation's $36 Billion Portfolio Invested in This Warren Buffett Stock