比尔及梅琳达·盖茨基金会 2023 Q1 美股持仓列表
持有证券数：22，总市值：365（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
MSFT
|
微软 |
39,264,670 |
113 |
31.05% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
54,826,786 |
64.7 |
17.74% |
持平 |
0% |
|
BRK.B
|
伯克希尔哈撒韦 |
19,689,845 |
60.8 |
16.67% |
减仓 |
-20.3% |
|
WM
|
美国废物管理 |
35,234,344 |
57.5 |
15.77% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
7,353,614 |
16.8 |
4.62% |
持平 |
0% |
|
DE
|
约翰迪尔 |
3,917,693 |
16.2 |
4.44% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
8.6 |
2.37% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
5.0 |
1.37% |
持平 |
0% |
|
WMT
|
沃尔玛 |
3,020,859 |
4.5 |
1.22% |
持平 |
0% |
|
FDX
|
联邦快递 |
1,534,362 |
3.5 |
0.96% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,149,175 |
3.0 |
0.82% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INC. |
1,420,072 |
1.9 |
0.52% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
1.8 |
0.5% |
持平 |
0% |
|
CPNG
|
Coupang |
9,248,045 |
1.5 |
0.41% |
持平 |
0% |
|
UPS
|
联合包裹 |
740,689 |
1.4 |
0.39% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.2 |
0.32% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,622,600 |
1.0 |
0.28% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.94 |
0.26% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,195,290 |
0.88 |
0.24% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.16 |
0.04% |
持平 |
0% |
|
CVNA
|
CARVANA CO. |
520,000 |
0.05 |
0.01% |
持平 |
0% |
|
VRM
|
Vroom, Inc. |
2,500,000 |
0.02 |
0.01% |
持平 |
0% |
|
WEBR
|
Weber Inc. |
— |
— |
— |
清仓 |
-100% |