比尔及梅琳达·盖茨基金会 2025 Q1 美股持仓列表
持有证券数：25，总市值：418（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 |
107 |
25.55% |
持平 |
0% |
|
BRK.B
|
伯克希尔哈撒韦 |
17,172,435 |
91.5 |
21.88% |
减仓 |
-12.6% |
|
WM
|
美国废物管理 |
32,234,344 |
74.6 |
17.85% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
54,826,786 |
53.4 |
12.78% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
7,353,614 |
24.3 |
5.8% |
持平 |
0% |
|
DE
|
约翰迪尔 |
3,557,378 |
16.7 |
3.99% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
13.2 |
3.16% |
持平 |
0% |
|
WMT
|
沃尔玛 |
9,090,477 |
8.0 |
1.91% |
持平 |
0% |
|
FDX
|
联邦快递 |
2,534,362 |
6.2 |
1.48% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
5.7 |
1.36% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,149,175 |
4.2 |
1% |
持平 |
0% |
|
CPNG
|
Coupang |
9,248,045 |
2.0 |
0.49% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INC. |
1,420,072 |
1.5 |
0.35% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
1.4 |
0.33% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.2 |
0.28% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
1.0 |
0.25% |
持平 |
0% |
|
MCD
|
麦当劳 |
334,900 |
1.0 |
0.25% |
持平 |
0% |
|
WST
|
West Pharmaceutical |
444,500 |
1.00 |
0.24% |
新进 |
— |
|
PCAR
|
帕卡 |
1,000,000 |
0.97 |
0.23% |
持平 |
0% |
|
UPS
|
联合包裹 |
755,089 |
0.83 |
0.2% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,622,600 |
0.80 |
0.19% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.76 |
0.18% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,195,290 |
0.68 |
0.16% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.22 |
0.05% |
持平 |
0% |
|
92338C103
|
VERALTO CORP |
124,333 |
0.12 |
0.03% |
持平 |
0% |