比尔及梅琳达·盖茨基金会 2014 Q3 美股持仓列表
持有证券数:19,总市值:217(亿美元)
| 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 |
83,625,314 |
116 |
53.21% |
加仓 |
+16.1% |
|
CNI
|
加拿大国家铁路 |
17,126,874 |
12.2 |
5.6% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
11,260,857 |
11.2 |
5.14% |
持平 |
0% |
|
MCD
|
麦当劳 |
10,872,500 |
10.3 |
4.75% |
持平 |
0% |
|
KO
|
可口可乐 |
21,429,710 |
9.1 |
4.21% |
减仓 |
-37% |
|
WMT
|
沃尔玛 |
11,603,000 |
8.9 |
4.09% |
持平 |
0% |
|
WM
|
美国废物管理 |
18,633,672 |
8.9 |
4.08% |
持平 |
0% |
|
XOM
|
埃克森美孚 |
8,143,858 |
7.7 |
3.53% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
6.3 |
2.88% |
持平 |
0% |
|
TV
|
GRUPO TELEVISA SA |
16,879,103 |
5.7 |
2.63% |
持平 |
0% |
|
ECL
|
艺康 |
4,366,425 |
5.0 |
2.31% |
持平 |
0% |
|
FDX
|
联邦快递 |
3,024,999 |
4.9 |
2.25% |
持平 |
0% |
|
228227104
|
CROWN CASTLE INTL CORP |
5,332,900 |
4.3 |
1.98% |
持平 |
0% |
|
BP
|
英国石油 |
7,405,614 |
3.3 |
1.5% |
加仓 |
+1.2% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
3,532,529 |
1.4 |
0.67% |
持平 |
0% |
|
AN
|
AUTONATION INC |
1,898,716 |
0.96 |
0.44% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
2,119,515 |
0.90 |
0.42% |
持平 |
0% |
|
RSG
|
共和废品处理 |
1,350,000 |
0.53 |
0.24% |
持平 |
0% |
|
ARCO
|
ARCOS DORADOS HOLDINGS INC |
3,060,500 |
0.18 |
0.08% |
持平 |
0% |
|
882904105
|
THAI FD INC |
— |
— |
— |
清仓 |
-100% |