比尔及梅琳达·盖茨基金会 2023 Q2 美股持仓列表
持有证券数：23，总市值：421（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 |
134 |
31.79% |
持平 |
0% |
|
BRK.B
|
伯克希尔哈撒韦 |
25,142,853 |
85.7 |
20.38% |
加仓 |
+27.7% |
|
CNI
|
加拿大国家铁路 |
54,826,786 |
66.4 |
15.78% |
持平 |
0% |
|
WM
|
美国废物管理 |
35,234,344 |
61.1 |
14.53% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
7,353,614 |
18.1 |
4.3% |
持平 |
0% |
|
DE
|
约翰迪尔 |
3,917,693 |
15.9 |
3.77% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
9.7 |
2.32% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
5.2 |
1.23% |
持平 |
0% |
|
WMT
|
沃尔玛 |
3,020,859 |
4.7 |
1.13% |
持平 |
0% |
|
FDX
|
联邦快递 |
1,534,362 |
3.8 |
0.9% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
3.5 |
0.83% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,149,175 |
3.1 |
0.73% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INC. |
1,420,072 |
1.6 |
0.38% |
持平 |
0% |
|
CPNG
|
Coupang |
9,248,045 |
1.6 |
0.38% |
持平 |
0% |
|
UPS
|
联合包裹 |
740,689 |
1.3 |
0.32% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.1 |
0.26% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
0.97 |
0.23% |
新进 |
— |
|
KHC
|
卡夫亨氏 |
2,622,600 |
0.93 |
0.22% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.90 |
0.21% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,195,290 |
0.88 |
0.21% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.17 |
0.04% |
持平 |
0% |
|
CVNA
|
CARVANA CO. |
520,000 |
0.13 |
0.03% |
持平 |
0% |
|
VRM
|
Vroom, Inc. |
2,500,000 |
0.04 |
0.01% |
持平 |
0% |