AlphaYou
Gates Foundation Trust
Return history
Last 4 years copying the filings
$100,000 would be $185,076
The same $100,000 in SPY would be $203,893.
Total return
+85.1%
Annualized (4Y CAGR)
+16.6%
vs SPY
−2.9 pts/yr
Moves a year
41
Avg hold
13.0 months
Across 17 filings, buying each one the day it became public. Best quarter +12.7%, worst -2.7%.
All time
+351% since Aug 2013
Fund size $34B today
Sep 2022 to Sep 2026, at least 99% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
New HD and trimmed BRK.B in Q2 2026.
$34.4B in this filing24 positions
Holdings as of Jun 30, 2026. Filed Aug 14, 2026.
- $7.4B - 14.7M shares-13.8%
- 2
CATCaterpillar Inc19.65%
$6.8B - 6.4M shares- - 3
CNICanadian Natl RY Co17.95%
$6.2B - 51.8M shares-
What is missing
Top 10 concentration: 95%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.