{"id":2070,"date":"2025-05-20T09:18:20","date_gmt":"2025-05-20T09:18:20","guid":{"rendered":"https:\/\/www.gainify.io\/?p=2070"},"modified":"2026-02-19T11:05:38","modified_gmt":"2026-02-19T11:05:38","slug":"bill-gates-stock-portfolio","status":"publish","type":"post","link":"https:\/\/www.gainify.io\/blog\/bill-gates-stock-portfolio","title":{"rendered":"Bill Gates’ Stock Portfolio 2026 Update: $35.4 Billion Holdings as of Q4 2025"},"content":{"rendered":"\n

Bill Gates\u2019 stock portfolio<\/strong> consists of publicly disclosed U.S. equity holdings managed through the Bill & Melinda Gates Foundation Trust, as reported in SEC 13F filings. The latest filing, submitted on February 17, 2026, reflects holdings as of Q4 2025 and values the portfolio at $35.36 billion<\/strong>, allocated across a highly concentrated set of long-term positions.<\/p>\n\n\n\n

Bill Gates’ portfolio\u2019s primary objective is to preserve and compound capital<\/strong> over long horizons while providing predictable liquidity to support ongoing philanthropic commitments. This objective drives a focus on businesses with durable, recurring cash flows and pricing power across economic cycles, while limiting exposure to short-duration or speculative growth that increases volatility and funding risk.<\/p>\n\n\n\n

The portfolio\u2019s structure is directly shaped by the Gates Foundation\u2019s long-term funding commitments.<\/strong> In January 2026, the Foundation announced a $9 billion annual payout target<\/strong>, part of a multi-year plan to accelerate spending ahead of its planned 2045 closure, while capping operating expenses at approximately 14% of the total budget to maximize programmatic impact.<\/p>\n\n\n\n

This article provides a clear, position-level breakdown of Bill Gates\u2019 Q4 2025 portfolio, covering individual holdings, concentration, sector exposure, and major recent changes, using the latest filing data to highlight practical insights for long-term, risk-aware investors.<\/p>\n\n\n\n

Bill Gates’ Stock Portfolio Key Metrics at the End of 2025<\/strong><\/h2>\n\n\n\n

Bill Gates\u2019 stock portfolio structure is defined by concentration, position sizing, and capital allocation discipline.<\/strong> The figures below show how $35.36 billion is distributed across holdings, how much weight is placed on core positions, and how the portfolio balances long-term compounding with liquidity needs.<\/p>\n\n\n\n

Metric<\/div><\/th>
Value<\/div><\/th><\/tr><\/thead>
\u2705 Total Portfolio Value<\/strong><\/div><\/td>
$35.36 Billion<\/strong><\/div><\/td><\/tr>
\u2705 Number of Holdings<\/strong><\/div><\/td>
23 Stocks<\/strong> <\/div><\/td><\/tr>
\u2705 Top 10 Holdings<\/strong><\/div><\/td>
95.7% of portfolio value<\/strong><\/div><\/td><\/tr>
\u2705 Largest Holding<\/strong><\/div><\/td>
Berkshire Hathaway (BRK.B)<\/strong> 27.6%<\/strong><\/div><\/td><\/tr>
\u2705 Average Holding Period<\/strong><\/strong><\/div><\/td>
27 Quarters (7 Years)<\/strong><\/div><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

The structure of Bill Gates\u2019 stock portfolio reflects how capital is intended to behave over time, rather than how frequently it is traded.<\/strong> The combination of concentration, limited position count, and sector exposure reveals a deliberate framework for managing risk, liquidity, and long-term compounding.<\/p>\n\n\n\n