| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| ZTS | 碩腦 | 41,823,145 | 18.5 | 20.94% | 持平 | 0% |
| CP | CANADIAN PAC RY LTD | 13,940,890 | 18.5 | 20.89% | 持平 | 0% |
| QSRw | 餐饮品牌国际 | 39,150,551 | 15.2 | 17.17% | 加仓 | +3% |
| APD | 美国空气化工 | 7,601,140 | 10.9 | 12.37% | 减仓 | -63% |
| MDLZ | 亿滋 | 22,942,225 | 9.2 | 10.4% | 减仓 | -47.1% |
| BHC | Bausch Health | 21,591,122 | 5.7 | 6.41% | 加仓 | +30.1% |
| HHC | HOWARD HUGHES CORP | 3,568,017 | 3.8 | 4.27% | 持平 | 0% |
| ESI | Element Solutions | 42,737,394 | 3.7 | 4.15% | 持平 | 0% |
| NOMDw | NOMAD HLDGS LTD | 33,333,334 | 3.0 | 3.39% | 新进 | — |