Bill Gates’ philanthropic efforts have made a significant impact on global issues, and his foundation’s investment strategy reflects this commitment. The Bill and Melinda Gates Foundation Trust, managing an impressive $67 billion investment portfolio, has allocated a substantial portion of its funds to three primary stocks.
Key Investments of the Gates Foundation Trust
As of June 30, 2025, the Gates Foundation Trust’s investment strategy includes significant stakes in the following companies:
- Microsoft (MSFT) – Approximately 27% of the portfolio, valued at $13 billion.
- Berkshire Hathaway (BRK.A / BRK.B) – About 24.5% of the portfolio, with a value of $11.7 billion.
- Waste Management (WM) – Comprising 15.4% of the trust’s portfolio, valued at roughly $7.4 billion.
Microsoft: A Major Holding
Co-founded by Gates in 1975, Microsoft remains the largest investment within the Gates Foundation’s portfolio. The company’s integration of artificial intelligence across its products has attracted considerable attention from analysts.
A strong 57 analysts recommend Microsoft, with 13 labeling it a strong buy. The projected price target indicates an upside potential of around 19% for the stock.
Berkshire Hathaway: A Trusted Asset
Berkshire Hathaway, helmed by Warren Buffett, follows Microsoft as the second largest position. As of the second quarter of 2025, the valuation stood at approximately $11.7 billion. Analysts show guarded optimism, with two recommending a buy while the others suggest holding the stock.
Waste Management: Growing Interest
Waste Management ranks third and is gaining favor among analysts. Of the 25 analysts surveyed, 15 rated it as a buy or strong buy. The stock’s price target reflects a potential increase of 17%, highlighting its growth prospects in the waste management sector.
Conclusion: The Future of Investments
The strategic focus of the Gates Foundation Trust on these three key stocks illustrates a blend of philanthropic intent and financial prudence. By leveraging its significant investments in companies like Microsoft, Berkshire Hathaway, and Waste Management, the foundation aims to generate funds that support global charitable initiatives.
As these investments evolve, they will play a crucial role in shaping the future of the foundation’s charitable efforts. The convergence of technology and philanthropy continues to drive positive change, ensuring that Gates’ legacy will have a lasting effect on global health, education, and environmental sustainability.
