比尔及梅琳达·盖茨基金会 2024 Q4 美股持仓列表
持有证券数：24，总市值：420（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 |
28,457,247 |
120 |
28.55% |
减仓 |
-1.7% |
|
BRK.B
|
伯克希尔哈撒韦 |
19,655,024 |
89.1 |
21.2% |
减仓 |
-11.2% |
|
WM
|
美国废物管理 |
32,234,344 |
65.0 |
15.48% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
54,826,786 |
55.7 |
13.25% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
7,353,614 |
26.7 |
6.35% |
持平 |
0% |
|
DE
|
约翰迪尔 |
3,557,378 |
15.1 |
3.59% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
12.2 |
2.91% |
持平 |
0% |
|
WMT
|
沃尔玛 |
9,090,477 |
8.2 |
1.95% |
持平 |
0% |
|
FDX
|
联邦快递 |
2,534,362 |
7.1 |
1.7% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
4.8 |
1.15% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,149,175 |
3.7 |
0.88% |
持平 |
0% |
|
CPNG
|
Coupang |
9,248,045 |
2.0 |
0.48% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
1.3 |
0.32% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.3 |
0.32% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INC. |
1,420,072 |
1.3 |
0.31% |
持平 |
0% |
|
PCAR
|
帕卡 |
1,000,000 |
1.0 |
0.25% |
持平 |
0% |
|
MCD
|
麦当劳 |
334,900 |
0.97 |
0.23% |
新进 |
— |
|
UPS
|
联合包裹 |
755,089 |
0.95 |
0.23% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.86 |
0.2% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
0.85 |
0.2% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,622,600 |
0.81 |
0.19% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,195,290 |
0.69 |
0.16% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.27 |
0.07% |
持平 |
0% |
|
92338C103
|
VERALTO CORP |
124,333 |
0.13 |
0.03% |
持平 |
0% |
|
VRM
|
Vroom, Inc. |
— |
— |
— |
清仓 |
-100% |