比尔及梅琳达·盖茨基金会 2019 Q1 美股持仓列表
持有证券数:18,总市值:209(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 |
52,078,974 |
105 |
50.09% |
减仓 |
-8.8% |
|
WM
|
美国废物管理 |
18,633,672 |
19.4 |
9.27% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
17,126,874 |
15.3 |
7.34% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
11,260,857 |
15.3 |
7.3% |
持平 |
0% |
|
WMT
|
沃尔玛 |
11,603,000 |
11.3 |
5.42% |
持平 |
0% |
|
MSFT
|
微软 |
8,000,000 |
9.4 |
4.52% |
减仓 |
-50% |
|
ECL
|
艺康 |
4,366,426 |
7.7 |
3.69% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INTL CORP NEW |
5,332,900 |
6.8 |
3.27% |
持平 |
0% |
|
FDX
|
联邦快递 |
3,024,999 |
5.5 |
2.63% |
持平 |
0% |
|
UPS
|
联合包裹 |
4,525,329 |
5.1 |
2.42% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
4.1 |
1.96% |
持平 |
0% |
|
TV
|
GRUPO TELEVISA SA |
16,879,104 |
1.9 |
0.89% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
3,639,349 |
0.88 |
0.42% |
持平 |
0% |
|
AN
|
AUTONATION INC |
1,898,717 |
0.68 |
0.32% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
2,119,515 |
0.53 |
0.25% |
持平 |
0% |
|
ARCO
|
ARCOS DORADOS HOLDINGS INC |
3,060,500 |
0.22 |
0.11% |
持平 |
0% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
636,044 |
0.12 |
0.06% |
持平 |
0% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
370,424 |
0.07 |
0.03% |
持平 |
0% |
|
WBA
|
沃尔格林-联合博资 |
— |
— |
— |
清仓 |
-100% |