GATES FOUNDATION TRUST

GATES FOUNDATION TRUST declares $6.8B in 1 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 19.7% of its $34.4B 13F portfolio. Largest positions: Caterpillar (1.4% of the company). Over time: $6.8B in 1 of these companies for Q2 2026, against $2.4B in 2 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought nothing and sold nothing of these stocks, at the quarter's prices: a net purchase of $0.00.

Performance of its AI picks

The AI-stock portfolio GATES FOUNDATION TRUST declared for Q2 2026 (Form 13F), held unchanged, returned -23.7% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +19.6% (SMH +87.2%). Over three years, quarter after quarter: +101.7% (SMH +325.8%). Over five years, quarter after quarter: +141.1% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Caterpillar (CAT): $6.8B, 6.4M shares, 1.4% of the company, 19.7% of its portfolio; held since Q4 2019 or earlier

By sector

• Power, electrical & cooling: $6.8B, 100% of its AI holdings, 1 company

Other holders of this size

• GUGGENHEIM CAPITAL LLC: $6.7B in 172 of these companies
• Lido Advisors, LLC: $6.8B in 149 of these companies
• VIKING GLOBAL INVESTORS LP: $6.7B in 10 of these companies
• Migdal Insurance & Financial Holdings Ltd.: $6.9B in 68 of these companies
• SCOTIA CAPITAL INC.: $6.6B in 97 of these companies
• FORT WASHINGTON INVESTMENT ADVISORS INC /OH/: $6.9B in 51 of these companies
• K5 Global Advisor LLC: $6.6B in 1 of these companies
• VOLORIDGE INVESTMENT MANAGEMENT, LLC: $6.9B in 91 of these companies

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