比尔及梅琳达·盖茨基金会 2025 Q4 美股持仓列表
持有证券数：23，总市值：354（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 |
19,406,764 |
97.5 |
27.59% |
减仓 |
-10.8% |
|
WM
|
美国废物管理 |
28,934,344 |
63.6 |
17.98% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
51,826,786 |
51.2 |
14.49% |
持平 |
0% |
|
MSFT
|
微软 |
7,691,207 |
37.2 |
10.52% |
减仓 |
-16.3% |
|
CAT
|
卡特彼勒 |
6,353,614 |
36.4 |
10.29% |
持平 |
0% |
|
DE
|
约翰迪尔 |
3,557,378 |
16.6 |
4.68% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
13.7 |
3.87% |
持平 |
0% |
|
WMT
|
沃尔玛 |
8,390,477 |
9.3 |
2.64% |
持平 |
0% |
|
FDX
|
联邦快递 |
2,384,362 |
6.9 |
1.95% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
5.9 |
1.66% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,039,175 |
3.6 |
1.01% |
持平 |
0% |
|
CPNG
|
Coupang |
9,248,045 |
2.2 |
0.62% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.5 |
0.43% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
1.2 |
0.35% |
持平 |
0% |
|
WST
|
West Pharmaceutical |
444,500 |
1.2 |
0.35% |
持平 |
0% |
|
PCAR
|
帕卡 |
1,000,000 |
1.1 |
0.31% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
1.1 |
0.31% |
持平 |
0% |
|
MCD
|
麦当劳 |
334,900 |
1.0 |
0.29% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.85 |
0.24% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,472,600 |
0.60 |
0.17% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,085,290 |
0.49 |
0.14% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.23 |
0.07% |
持平 |
0% |
|
92338C103
|
VERALTO CORP |
124,333 |
0.12 |
0.04% |
持平 |
0% |