比尔及梅琳达·盖茨基金会 2026 Q2 美股持仓列表
持有证券数：24，总市值：344（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 |
14,689,844 |
73.5 |
21.35% |
减仓 |
-13.8% |
|
CAT
|
卡特彼勒 |
6,353,614 |
67.7 |
19.65% |
持平 |
0% |
|
CNI
|
加拿大国家铁路 |
51,826,786 |
61.8 |
17.95% |
持平 |
0% |
|
WM
|
美国废物管理 |
26,720,744 |
59.6 |
17.3% |
减仓 |
-3.3% |
|
DE
|
约翰迪尔 |
3,557,378 |
22.6 |
6.56% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
14.5 |
4.22% |
持平 |
0% |
|
WMT
|
沃尔玛 |
8,390,477 |
9.5 |
2.76% |
持平 |
0% |
|
FDX
|
联邦快递 |
2,384,362 |
7.5 |
2.17% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
6.6 |
1.92% |
持平 |
0% |
|
HD
|
家得宝 |
1,000,000 |
3.5 |
1.02% |
新进 |
— |
|
WCN
|
Waste Connections |
2,039,175 |
3.4 |
0.99% |
持平 |
0% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
2.4 |
0.69% |
持平 |
0% |
|
314352105
|
FEDEX FGHT HLDG CO INC |
1,192,181 |
1.8 |
0.52% |
新进 |
— |
|
CPNG
|
Coupang |
9,248,045 |
1.6 |
0.47% |
持平 |
0% |
|
WST
|
West Pharmaceutical |
444,500 |
1.6 |
0.46% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
1.4 |
0.41% |
持平 |
0% |
|
PCAR
|
帕卡 |
1,000,000 |
1.2 |
0.35% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
1.1 |
0.33% |
持平 |
0% |
|
MCD
|
麦当劳 |
334,900 |
0.91 |
0.26% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.71 |
0.21% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,472,600 |
0.58 |
0.17% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,085,290 |
0.52 |
0.15% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.18 |
0.05% |
持平 |
0% |
|
92338C103
|
VERALTO CORP |
124,333 |
0.11 |
0.03% |
持平 |
0% |