比尔及梅琳达·盖茨基金会 2024 Q1 美股持仓列表
持有证券数：24，总市值：459（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 |
36,499,597 |
154 |
33.49% |
减仓 |
-4.5% |
|
WM
|
美国废物管理 |
35,234,344 |
75.1 |
16.38% |
持平 |
0% |
|
BRK.B
|
伯克希尔哈撒韦 |
17,303,097 |
72.8 |
15.87% |
减仓 |
-13.1% |
|
CNI
|
加拿大国家铁路 |
54,826,786 |
72.2 |
15.75% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
7,353,614 |
26.9 |
5.88% |
持平 |
0% |
|
DE
|
约翰迪尔 |
3,557,378 |
14.6 |
3.19% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
12.0 |
2.63% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
6.0 |
1.32% |
持平 |
0% |
|
WMT
|
沃尔玛 |
9,090,477 |
5.5 |
1.19% |
加仓 |
+200% |
|
FDX
|
联邦快递 |
1,534,362 |
4.4 |
0.97% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,149,175 |
3.7 |
0.81% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
1.9 |
0.41% |
持平 |
0% |
|
CPNG
|
Coupang |
9,248,045 |
1.6 |
0.36% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INC. |
1,420,072 |
1.5 |
0.33% |
持平 |
0% |
|
UPS
|
联合包裹 |
755,089 |
1.1 |
0.24% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.1 |
0.24% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
1.0 |
0.23% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,622,600 |
0.97 |
0.21% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.93 |
0.2% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,195,290 |
0.77 |
0.17% |
持平 |
0% |
|
CVNA
|
CARVANA CO. |
520,000 |
0.46 |
0.1% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.18 |
0.04% |
持平 |
0% |
|
92338C103
|
VERALTO CORP |
124,333 |
0.11 |
0.02% |
持平 |
0% |
|
VRM
|
Vroom, Inc. |
31,250 |
0.00 |
0% |
新进 |
— |
|
VRM
|
Vroom, Inc. |
— |
— |
— |
清仓 |
-100% |