| 股票代码 | 公司 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 |
|---|---|---|---|---|---|---|---|
| 11271J107 | BROOKFIELD CORP | 6,854,510 | 32,735,883 | ||||
| CMG | CHIPOTLE MEXICAN GRILL INC | 953,608 | 953,608 | 824,998 | 743,984 | 28,815,165 | 28,815,165 |
| QSRw | 餐饮品牌国际 | 23,348,135 | 23,348,135 | 23,348,135 | 23,348,135 | 23,142,542 | 23,000,914 |
| 44267T102 | HOWARD HUGHES HOLDINGS INC | 16,806,908 | 18,852,064 | 18,852,064 | 18,852,064 | 18,852,064 | |
| NKE | 耐克 | 3,040,132 | 16,280,338 | ||||
| 13646K108 | CANADIAN PACIFIC KANSAS CITY | 15,095,528 | 15,095,528 | 15,095,528 | 15,095,528 | 14,965,641 | 14,877,651 |
| GOOG | 谷歌C | 9,377,195 | 9,377,195 | 9,377,195 | 9,377,195 | 7,547,582 | 7,547,582 |
| HLTw | 希尔顿酒店 | 9,332,853 | 10,305,500 | 9,181,180 | 9,181,180 | 8,952,290 | 7,370,168 |
| GOOGL | 谷歌A | 2,185,000 | 4,354,824 | 4,354,824 | 4,354,824 | 3,986,488 | 3,986,488 |
| 812215101 | SEAPORT ENTMT GROUP INC | 2,094,673 | |||||
| 812215200 | SEAPORT ENTMT GROUP INC | 2,094,673 | |||||
| HHC | HOWARD HUGHES CORP | 16,570,228 | |||||
| LOW | 劳氏 | 7,468,850 | 7,066,623 | 1,245,515 |
名人：比尔·阿克曼
由知名投资者比尔·阿克曼（Bill Ackman）于2004年创立。该基金以其高度集中的投资组合和长期价值投资风格著称，主要投资于优质、可预测、现金流强劲的成长型企业。其主要持仓包括Uber、Chipotle和亚马逊等公司。
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