比尔及梅琳达·盖茨基金会 2015 Q1 美股持仓列表
持有证券数:18,总市值:186(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 |
73,625,314 |
106 |
57.02% |
减仓 |
-6.4% |
|
CNI
|
加拿大国家铁路 |
17,126,874 |
11.5 |
6.15% |
持平 |
0% |
|
WM
|
美国废物管理 |
18,633,672 |
10.1 |
5.42% |
持平 |
0% |
|
WMT
|
沃尔玛 |
11,603,000 |
9.5 |
5.12% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
11,260,857 |
9.0 |
4.84% |
持平 |
0% |
|
TV
|
GRUPO TELEVISA SA |
16,879,103 |
5.6 |
2.99% |
持平 |
0% |
|
FDX
|
联邦快递 |
3,024,999 |
5.0 |
2.69% |
持平 |
0% |
|
ECL
|
艺康 |
4,366,425 |
5.0 |
2.68% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
5.0 |
2.66% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INTL CORP NEW |
5,332,900 |
4.4 |
2.36% |
持平 |
0% |
|
UPS
|
联合包裹 |
4,525,329 |
4.4 |
2.35% |
持平 |
0% |
|
WBA
|
沃尔格林-联合博资 |
3,475,398 |
2.9 |
1.58% |
持平 |
0% |
|
BP
|
英国石油 |
7,405,614 |
2.9 |
1.55% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
3,639,349 |
1.8 |
0.97% |
加仓 |
+3% |
|
AN
|
AUTONATION INC |
1,898,716 |
1.2 |
0.66% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
2,119,515 |
1.1 |
0.59% |
持平 |
0% |
|
RSG
|
共和废品处理 |
1,350,000 |
0.55 |
0.29% |
持平 |
0% |
|
ARCO
|
ARCOS DORADOS HOLDINGS INC |
3,060,500 |
0.15 |
0.08% |
持平 |
0% |
|
252603105
|
DIAMOND FOODS INC |
— |
— |
— |
清仓 |
-100% |