比尔及梅琳达·盖茨基金会 2021 Q4 美股持仓列表
持有证券数：22，总市值：230（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 |
33,686,679 |
101 |
43.85% |
减仓 |
-12.9% |
|
WM
|
美国废物管理 |
18,633,672 |
31.1 |
13.54% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
9,685,132 |
20.0 |
8.72% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
13,066,169 |
16.1 |
6.99% |
持平 |
0% |
|
ECL
|
艺康 |
4,366,427 |
10.2 |
4.46% |
持平 |
0% |
|
WMT
|
沃尔玛 |
6,921,739 |
10.0 |
4.36% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INTL CORP NEW |
4,564,046 |
9.5 |
4.15% |
持平 |
0% |
|
MSFT
|
微软 |
1,937,703 |
6.5 |
2.84% |
减仓 |
-34% |
|
UPS
|
联合包裹 |
2,284,015 |
4.9 |
2.13% |
持平 |
0% |
|
FDX
|
联邦快递 |
1,493,712 |
3.9 |
1.68% |
持平 |
0% |
|
DE
|
约翰迪尔 |
1,033,598 |
3.5 |
1.54% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
3.4 |
1.48% |
持平 |
0% |
|
SDGR
|
SCHRODINGER INC |
6,981,664 |
2.4 |
1.06% |
持平 |
0% |
|
CP
|
CANADIAN PAC RY LTD |
2,478,545 |
1.8 |
0.78% |
新进 |
— |
|
CPNG
|
Coupang |
5,714,285 |
1.7 |
0.73% |
持平 |
0% |
|
SAFM
|
SANDERSON FARMS INC |
524,236 |
1.0 |
0.44% |
新进 |
— |
|
TV
|
GRUPO TELEVISA S A B |
7,038,529 |
0.66 |
0.29% |
减仓 |
-56.8% |
|
GOOGL
|
谷歌A |
21,554 |
0.62 |
0.27% |
持平 |
0% |
|
GOOG
|
谷歌C |
21,491 |
0.62 |
0.27% |
持平 |
0% |
|
MSGw
|
MADISON SQUARE GRDN SPRT COR |
278,147 |
0.48 |
0.21% |
持平 |
0% |
|
WEBR
|
WEBER INC |
2,500,000 |
0.32 |
0.14% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.19 |
0.08% |
持平 |
0% |
|
KSU
|
KANSAS CITY SOUTHERN |
— |
— |
— |
清仓 |
-100% |
|
AFRM
|
AFFIRM HLDGS INC |
— |
— |
— |
清仓 |
-100% |
