| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| QSRw | 餐饮品牌国际 | 39,150,551 | 18.7 | 31.56% | 持平 | 0% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2,882,463 | 10.9 | 18.39% | 加仓 | +420.1% |
| MDLZ | 亿滋 | 22,942,225 | 10.2 | 17.2% | 持平 | 0% |
| APD | 美国空气化工 | 3,870,760 | 5.6 | 9.41% | 减仓 | -3.8% |
| HHC | HOWARD HUGHES CORP | 3,568,017 | 4.1 | 6.88% | 持平 | 0% |
| ESI | Element Solutions | 40,451,506 | 4.0 | 6.71% | 减仓 | -5.3% |
| NOMDw | NOMAD HLDGS LTD | 33,333,334 | 3.2 | 5.39% | 持平 | 0% |
| BHC | Bausch Health | 18,114,432 | 2.6 | 4.45% | 减仓 | -16.1% |
| ZTS | 碩腦 | — | — | — | 清仓 | -100% |