比尔及梅琳达·盖茨基金会 2020 Q4 美股持仓列表
持有证券数：21，总市值：223（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 |
42,104,399 |
97.6 |
43.71% |
减仓 |
-10.6% |
|
WM
|
美国废物管理 |
18,633,672 |
22.0 |
9.84% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
11,260,857 |
20.5 |
9.18% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
16,979,268 |
18.7 |
8.35% |
减仓 |
-0.9% |
|
WMT
|
沃尔玛 |
11,603,000 |
16.7 |
7.49% |
持平 |
0% |
|
ECL
|
艺康 |
4,366,426 |
9.4 |
4.23% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INTL CORP NEW |
5,332,900 |
8.5 |
3.8% |
持平 |
0% |
|
FDX
|
联邦快递 |
3,024,999 |
7.9 |
3.52% |
持平 |
0% |
|
UPS
|
联合包裹 |
4,525,329 |
7.6 |
3.41% |
持平 |
0% |
|
SDGR
|
SCHRODINGER INC |
6,981,664 |
5.5 |
2.47% |
加仓 |
+40.1% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
2.9 |
1.28% |
持平 |
0% |
|
TV
|
GRUPO TELEVISA SA |
16,879,104 |
1.4 |
0.62% |
持平 |
0% |
|
AAPL
|
苹果 |
1,002,088 |
1.3 |
0.6% |
减仓 |
-50% |
|
AMZN
|
亚马逊 |
30,230 |
0.98 |
0.44% |
减仓 |
-50% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
3,639,349 |
0.86 |
0.39% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
2,119,515 |
0.51 |
0.23% |
持平 |
0% |
|
GOOGL
|
谷歌A |
21,554 |
0.38 |
0.17% |
减仓 |
-50% |
|
GOOG
|
谷歌C |
21,491 |
0.38 |
0.17% |
减仓 |
-50% |
|
TWTR
|
Titter |
272,420 |
0.15 |
0.07% |
持平 |
0% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
676,979 |
0.08 |
0.03% |
减仓 |
-27.6% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
276,443 |
0.03 |
0.01% |
减仓 |
-25.4% |
|
BABA
|
阿里巴巴 |
— |
— |
— |
清仓 |
-100% |
|
BXP
|
BOSTON PROPERTIES INC |
— |
— |
— |
清仓 |
-100% |
|
UBER
|
优步 |
— |
— |
— |
清仓 |
-100% |
