Comparar gestores
Dos carteras, un mapa — la superposición, la convicción compartida y lo que cada una tiene que la otra no.
Gates Foundation Trust ⇄ 1832 Asset Management L.P.
13Posiciones compartidas
2.1%Superposición de nombres (Jaccard)
11+Solo Gates…
15+Solo 1832 Asset…
Posiciones compartidas · Q2 2026
| Valor | Gates Foundation… ponderación | 1832 Asset… ponderación |
|---|---|---|
| BRK-B Berkshire Hathaway Inc. | 21.4% | 0.2% |
| CNI Canadian National Railway… | 18.0% | 2.4% |
| CAT Caterpillar Inc. | 19.7% | 0.3% |
| WM Waste Management, Inc. | 17.3% | 0.0% |
| DE Deere & Company | 6.6% | 0.1% |
| ECL Ecolab Inc. | 4.2% | 0.0% |
| WMT Walmart Inc. | 2.8% | 0.1% |
| WCN Waste Connections, Inc. | 1.0% | 1.5% |
| HD The Home Depot, Inc. | 1.0% | 0.4% |
| MCD McDonald's Corporation | 0.3% | 0.6% |
| DHR Danaher Corporation | 0.2% | 0.4% |
| BUD Anheuser-Busch InBev SA/NV | 0.4% | 0.0% |
| HRL Hormel Foods Corporation | 0.1% | 0.0% |
De forma distintiva Gates Foundation Trust
| FDX FedEx Corporation | 2.2% |
| KOF Coca-Cola FEMSA… | 1.9% |
| MSGS Madison Square Garden… | 0.7% |
| FDXF FedEx Freight Holding… | 0.5% |
| CPNG Coupang, Inc. | 0.5% |
| WST West Pharmaceutical… | 0.5% |
| PCAR PACCAR Inc | 0.3% |
| SDGR Schrödinger, Inc. | 0.3% |
| KHC The Kraft Heinz… | 0.2% |
| ONON On Holding AG | 0.1% |
| VLTO Veralto Corporation | 0.0% |
De forma distintiva 1832 Asset Management…
| RY Royal Bank of Canada | 4.3% |
| TD The Toronto-Dominion… | 4.2% |
| MSFT Microsoft Corporation | 3.0% |
| NVDA NVIDIA Corporation | 2.3% |
| BN Brookfield Corporation | 2.2% |
| AMZN Amazon.com, Inc. | 2.1% |
| GOOGL Alphabet Inc. | 2.1% |
| BMO Bank of Montreal | 2.0% |
| ENB Enbridge Inc. | 1.9% |
| AAPL Apple Inc. | 1.8% |
| BNS The Bank of Nova… | 1.7% |
| TRP TC Energy Corporation | 1.7% |
| CP Canadian Pacific… | 1.5% |
| CNQ Canadian Natural… | 1.4% |
| V Visa Inc. | 1.3% |
Procedencia: Solapamiento calculado en tiempo real a partir de las posiciones en acciones ordinarias declaradas por ambos gestores para Q2 2026. Solo posiciones largas declaradas — las coberturas y los activos no incluidos en el 13F son invisibles. Metodología