比尔及梅琳达·盖茨基金会 2025 Q3 美股持仓列表
持有证券数：23，总市值：366（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
BRK.B
|
伯克希尔哈撒韦 |
21,765,224 |
109 |
29.91% |
减仓 |
-9.8% |
|
WM
|
美国废物管理 |
28,934,344 |
63.9 |
17.47% |
减仓 |
-10.2% |
|
CNI
|
加拿大国家铁路 |
51,826,786 |
48.9 |
13.36% |
减仓 |
-5.5% |
|
MSFT
|
微软 |
9,191,207 |
47.6 |
13.01% |
减仓 |
-64.9% |
|
CAT
|
卡特彼勒 |
6,353,614 |
30.3 |
8.29% |
减仓 |
-13.6% |
|
DE
|
约翰迪尔 |
3,557,378 |
16.3 |
4.45% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
14.3 |
3.91% |
持平 |
0% |
|
WMT
|
沃尔玛 |
8,390,477 |
8.6 |
2.36% |
减仓 |
-7.7% |
|
FDX
|
联邦快递 |
2,384,362 |
5.6 |
1.54% |
减仓 |
-5.9% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
5.2 |
1.41% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,039,175 |
3.6 |
0.98% |
减仓 |
-5.1% |
|
CPNG
|
Coupang |
9,248,045 |
3.0 |
0.81% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
1.4 |
0.38% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.3 |
0.37% |
持平 |
0% |
|
WST
|
West Pharmaceutical |
444,500 |
1.2 |
0.32% |
持平 |
0% |
|
MCD
|
麦当劳 |
334,900 |
1.0 |
0.28% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
1.0 |
0.28% |
持平 |
0% |
|
PCAR
|
帕卡 |
1,000,000 |
0.98 |
0.27% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.74 |
0.2% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,472,600 |
0.64 |
0.18% |
减仓 |
-5.7% |
|
HRL
|
荷美尔食品 |
2,085,290 |
0.52 |
0.14% |
减仓 |
-5% |
|
ONON
|
昂跑 |
500,000 |
0.21 |
0.06% |
持平 |
0% |
|
92338C103
|
VERALTO CORP |
124,333 |
0.13 |
0.04% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INC. |
— |
— |
— |
清仓 |
-100% |
|
UPS
|
联合包裹 |
— |
— |
— |
清仓 |
-100% |