盖茨基金会Gates Foundation
Gates Foundation Trust · SEC CIK 1166559
季末 · Quarter end
2026-06-30
13F 只包含美股多头、ETF 和期权，不含空头、现金和非美股资产。变动为 2026-06-30 与 2026-03-31 两个季末的股数对比。仅供研究参考，不构成投资建议。 · 13F covers US long equity, ETF and option positions only; no shorts, cash or non-US assets. Changes compare share counts at 2026-06-30 vs 2026-03-31. For research only, not investment advice.
| 股票 · Stock |
市值 · Value |
占比 · Weight |
股数 · Shares |
股数变化 · Chg |
变动 · Action |
|
BRK
BERKSHIRE HATHAWAY INC-CL B
|
$7.4B |
21.35% |
14.69M |
-13.8%
|
减仓 Trimmed |
|
CAT
CATERPILLAR INC
|
$6.8B |
19.65% |
6.35M |
-
|
不变 Unchanged |
|
CNI
CANADIAN NATL RAILWAY CO
|
$6.2B |
17.95% |
51.83M |
-
|
不变 Unchanged |
|
WM
WASTE MANAGEMENT INC
|
$6.0B |
17.30% |
26.72M |
-3.3%
|
减仓 Trimmed |
|
DE
DEERE & CO
|
$2.3B |
6.56% |
3.56M |
-
|
不变 Unchanged |
|
ECL
ECOLAB INC
|
$1.5B |
4.22% |
5.22M |
-
|
不变 Unchanged |
|
WMT
WALMART INC
|
$950.3M |
2.76% |
8.39M |
-
|
不变 Unchanged |
|
FDX
FEDEX CORP
|
$746.6M |
2.17% |
2.38M |
-
|
不变 Unchanged |
|
KOF
COCA-COLA FEMSA SAB-SP ADR
|
$660.3M |
1.92% |
6.21M |
-
|
不变 Unchanged |
|
HD
HOME DEPOT INC
|
$352.7M |
1.02% |
1.00M |
+1.00M
|
新建仓 New |
|
WCN
WASTE CONNECTIONS INC
|
$339.9M |
0.99% |
2.04M |
-
|
不变 Unchanged |
|
MSGS
MADISON SQUARE GARDEN SPORTS
|
$238.1M |
0.69% |
592.4K |
-
|
不变 Unchanged |
|
FDXF
FEDEX FREIGHT HOLDING CO
|
$180.0M |
0.52% |
1.19M |
+1.19M
|
新建仓 New |
|
CPNG
COUPANG INC
|
$160.6M |
0.47% |
9.25M |
-
|
不变 Unchanged |
|
WST
WEST PHARMACEUTICAL SERVICES
|
$159.6M |
0.46% |
444.5K |
-
|
不变 Unchanged |
|
BUD
ANHEUSER-BUSCH INBEV-SPN ADR
|
$140.3M |
0.41% |
1.70M |
-
|
不变 Unchanged |
|
PCAR
PACCAR INC
|
$120.1M |
0.35% |
1.00M |
-
|
不变 Unchanged |
|
SDGR
SCHRODINGER INC
|
$113.5M |
0.33% |
6.98M |
-
|
不变 Unchanged |
|
MCD
MCDONALD'S CORP
|
$90.5M |
0.26% |
334.9K |
-
|
不变 Unchanged |
|
DHR
DANAHER CORP
|
$71.0M |
0.21% |
373.0K |
-
|
不变 Unchanged |
|
KHC
KRAFT HEINZ CO/THE
|
$58.4M |
0.17% |
2.47M |
-
|
不变 Unchanged |
|
HRL
HORMEL FOODS CORP
|
$51.8M |
0.15% |
2.09M |
-
|
不变 Unchanged |
|
ONON
On Holding AG
|
$17.7M |
0.05% |
500.0K |
-
|
不变 Unchanged |
|
VLTO
VERALTO CORP
|
$11.0M |
0.03% |
124.3K |
-
|
不变 Unchanged |