比尔及梅琳达·盖茨基金会 2021 Q1 美股持仓列表
持有证券数：17，总市值：210（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 |
37,104,399 |
94.8 |
45.23% |
减仓 |
-11.9% |
|
WM
|
美国废物管理 |
18,633,672 |
24.0 |
11.47% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
10,156,756 |
23.6 |
11.24% |
减仓 |
-9.8% |
|
CNI
|
加拿大国家铁路 |
13,907,283 |
16.1 |
7.7% |
减仓 |
-18.1% |
|
WMT
|
沃尔玛 |
7,600,706 |
10.3 |
4.93% |
减仓 |
-34.5% |
|
ECL
|
艺康 |
4,366,426 |
9.3 |
4.46% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INTL CORP NEW |
5,086,680 |
8.8 |
4.18% |
减仓 |
-4.6% |
|
SDGR
|
SCHRODINGER INC |
6,981,664 |
5.3 |
2.54% |
持平 |
0% |
|
UPS
|
联合包裹 |
2,801,790 |
4.8 |
2.27% |
减仓 |
-38.1% |
|
FDX
|
联邦快递 |
1,493,712 |
4.2 |
2.02% |
减仓 |
-50.6% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
2.9 |
1.37% |
持平 |
0% |
|
CPNG
|
Coupang |
5,714,285 |
2.8 |
1.35% |
新进 |
— |
|
TV
|
GRUPO TELEVISA SA |
16,879,104 |
1.5 |
0.71% |
持平 |
0% |
|
GOOG
|
谷歌C |
21,491 |
0.44 |
0.21% |
持平 |
0% |
|
GOOGL
|
谷歌A |
21,554 |
0.44 |
0.21% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
507,517 |
0.13 |
0.06% |
减仓 |
-86.1% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
380,772 |
0.10 |
0.05% |
减仓 |
-82% |
|
AAPL
|
苹果 |
— |
— |
— |
清仓 |
-100% |
|
AMZN
|
亚马逊 |
— |
— |
— |
清仓 |
-100% |
|
TWTR
|
Titter |
— |
— |
— |
清仓 |
-100% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
— |
— |
— |
清仓 |
-100% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
— |
— |
— |
清仓 |
-100% |
