盖茨基金会背后的捐赠基金；少数几个巨大仓位，长期持有。
| 持仓 | 市值 | 占比 | 较上季 |
|---|---|---|---|
| —Berkshire Hathaway Inc Del | $7.35B | 21.3% | 减仓 -14% |
| CATCaterpillar Inc | $6.77B | 19.7% | 持平 |
| CNICanadian Natl Ry Co | $6.18B | 17.9% | 持平 |
| WMWaste Mgmt Inc Del | $5.96B | 17.3% | 减仓 -3% |
| DEDeere & Co | $2.26B | 6.6% | 持平 |
| ECLEcolab Inc | $1.45B | 4.2% | 持平 |
| WMTWalmart Inc | $950.3M | 2.8% | 持平 |
| FDXFedex Corp | $746.6M | 2.2% | 持平 |
| KOFCoca-Cola Femsa Sab De Cv | $660.3M | 1.9% | 持平 |
| HDHome Depot Inc | $352.7M | 1.0% | 新建仓 |
| WCNWaste Connections Inc | $339.9M | 1.0% | 持平 |
| MSGSMadison Square Grdn Sprt Cor | $238.1M | 0.7% | 持平 |
| FDXFFedex Fght Hldg Co Inc | $180.0M | 0.5% | 新建仓 |
| CPNGCoupang Inc | $160.6M | 0.5% | 持平 |
| WSTWest Pharmaceutical Svsc Inc | $159.6M | 0.5% | 持平 |
13F 列出的是管理规模超 1 亿美元的机构在美股的多头持仓，季末后 45 天内申报。空头、期权结构和非美持仓不在内。来源：SEC EDGAR。