比尔及梅琳达·盖茨基金会 2020 Q1 美股持仓列表
持有证券数：23，总市值：174（亿美元）
| 股票代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
BRK.B
|
伯克希尔哈撒韦 |
44,912,525 |
82.1 |
47.32% |
减仓 |
-10% |
|
WM
|
美国废物管理 |
18,633,672 |
17.2 |
9.94% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
17,126,874 |
13.3 |
7.66% |
持平 |
0% |
|
WMT
|
沃尔玛 |
11,603,000 |
13.2 |
7.6% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
11,260,857 |
13.1 |
7.53% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INTL CORP NEW |
5,332,900 |
7.7 |
4.44% |
持平 |
0% |
|
ECL
|
艺康 |
4,366,426 |
6.8 |
3.92% |
持平 |
0% |
|
UPS
|
联合包裹 |
4,525,329 |
4.2 |
2.44% |
持平 |
0% |
|
FDX
|
联邦快递 |
3,024,999 |
3.7 |
2.11% |
持平 |
0% |
|
SDGR
|
SCHRODINGER INC |
6,981,665 |
3.0 |
1.73% |
新进 |
— |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
2.5 |
1.44% |
持平 |
0% |
|
AAPL
|
苹果 |
501,044 |
1.3 |
0.73% |
新进 |
— |
|
AMZN
|
亚马逊 |
60,460 |
1.2 |
0.68% |
新进 |
— |
|
BABA
|
阿里巴巴 |
552,383 |
1.1 |
0.62% |
新进 |
— |
|
TV
|
GRUPO TELEVISA SA |
16,879,104 |
0.98 |
0.56% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
3,639,349 |
0.57 |
0.33% |
持平 |
0% |
|
GOOGL
|
谷歌A |
43,107 |
0.50 |
0.29% |
新进 |
— |
|
GOOG
|
谷歌C |
42,981 |
0.50 |
0.29% |
新进 |
— |
|
LBTYA
|
LIBERTY GLOBAL PLC |
2,119,515 |
0.35 |
0.2% |
持平 |
0% |
|
ARCO
|
ARCOS DORADOS HOLDINGS INC |
3,060,500 |
0.10 |
0.06% |
持平 |
0% |
|
TWTR
|
Titter |
272,420 |
0.07 |
0.04% |
新进 |
— |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
636,044 |
0.07 |
0.04% |
持平 |
0% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
370,424 |
0.04 |
0.02% |
持平 |
0% |
