比尔及梅琳达·盖茨基金会 2020 Q3 美股持仓列表
持有证券数：24，总市值：221（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 |
47,104,399 |
100 |
45.43% |
加仓 |
+18% |
|
WM
|
美国废物管理 |
18,633,672 |
21.1 |
9.55% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
17,126,874 |
18.2 |
8.26% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
11,260,857 |
16.8 |
7.61% |
持平 |
0% |
|
WMT
|
沃尔玛 |
11,603,000 |
16.2 |
7.35% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INTL CORP NEW |
5,332,900 |
8.9 |
4.02% |
持平 |
0% |
|
ECL
|
艺康 |
4,366,426 |
8.7 |
3.95% |
持平 |
0% |
|
FDX
|
联邦快递 |
3,024,999 |
7.6 |
3.45% |
持平 |
0% |
|
UPS
|
联合包裹 |
4,525,329 |
7.5 |
3.42% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
2.5 |
1.15% |
持平 |
0% |
|
SDGR
|
SCHRODINGER INC |
4,981,664 |
2.4 |
1.07% |
减仓 |
-28.6% |
|
AAPL
|
苹果 |
2,004,176 |
2.3 |
1.05% |
加仓 |
+300% |
|
AMZN
|
亚马逊 |
60,460 |
1.9 |
0.86% |
持平 |
0% |
|
BABA
|
阿里巴巴 |
552,383 |
1.6 |
0.74% |
持平 |
0% |
|
TV
|
GRUPO TELEVISA SA |
16,879,104 |
1.0 |
0.47% |
持平 |
0% |
|
BXP
|
BOSTON PROPERTIES INC |
1,099,310 |
0.88 |
0.4% |
新进 |
— |
|
LBTYK
|
LIBERTY GLOBAL PLC |
3,639,349 |
0.75 |
0.34% |
持平 |
0% |
|
GOOGL
|
谷歌A |
43,107 |
0.63 |
0.29% |
持平 |
0% |
|
GOOG
|
谷歌C |
42,981 |
0.63 |
0.29% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
2,119,515 |
0.45 |
0.2% |
持平 |
0% |
|
TWTR
|
Titter |
272,420 |
0.12 |
0.05% |
持平 |
0% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
935,282 |
0.08 |
0.03% |
加仓 |
+47% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
370,424 |
0.03 |
0.01% |
持平 |
0% |
|
UBER
|
优步 |
26,767 |
0.01 |
0% |
新进 |
— |
|
ARCO
|
ARCOS DORADOS HOLDINGS INC |
— |
— |
— |
清仓 |
-100% |
