比尔及梅琳达·盖茨基金会 2025 Q2 美股持仓列表
持有证券数：25，总市值：478（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 |
26,191,207 |
130 |
27.27% |
减仓 |
-8% |
|
BRK.B
|
伯克希尔哈撒韦 |
24,123,684 |
117 |
24.53% |
加仓 |
+40.5% |
|
WM
|
美国废物管理 |
32,234,344 |
73.8 |
15.44% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
54,826,786 |
57.0 |
11.94% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
7,353,614 |
28.5 |
5.97% |
持平 |
0% |
|
DE
|
约翰迪尔 |
3,557,378 |
18.1 |
3.79% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
14.1 |
2.94% |
持平 |
0% |
|
WMT
|
沃尔玛 |
9,090,477 |
8.9 |
1.86% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
6.0 |
1.26% |
持平 |
0% |
|
FDX
|
联邦快递 |
2,534,362 |
5.8 |
1.21% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,149,175 |
4.0 |
0.84% |
持平 |
0% |
|
CPNG
|
Coupang |
9,248,045 |
2.8 |
0.58% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INC. |
1,420,072 |
1.5 |
0.31% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
1.4 |
0.29% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.2 |
0.26% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
1.2 |
0.24% |
持平 |
0% |
|
MCD
|
麦当劳 |
334,900 |
0.98 |
0.2% |
持平 |
0% |
|
WST
|
West Pharmaceutical |
444,500 |
0.97 |
0.2% |
持平 |
0% |
|
PCAR
|
帕卡 |
1,000,000 |
0.95 |
0.2% |
持平 |
0% |
|
UPS
|
联合包裹 |
755,089 |
0.76 |
0.16% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.74 |
0.15% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,622,600 |
0.68 |
0.14% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,195,290 |
0.66 |
0.14% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.26 |
0.05% |
持平 |
0% |
|
92338C103
|
VERALTO CORP |
124,333 |
0.13 |
0.03% |
持平 |
0% |