| 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 | 21.8 | 36.61% | 持平 | 0% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2,882,463 | 12.8 | 21.54% | 持平 | 0% |
| MDLZ | 亿滋 | 19,942,225 | 8.6 | 14.41% | 减仓 | -13.1% |
| ESI | Element Solutions | 40,451,506 | 5.3 | 8.84% | 持平 | 0% |
| HHC | HOWARD HUGHES CORP | 3,568,017 | 4.2 | 7.02% | 持平 | 0% |
| NOMDw | NOMAD HLDGS LTD | 33,333,334 | 3.8 | 6.4% | 持平 | 0% |
| APD | 美国空气化工 | 2,280,138 | 3.1 | 5.18% | 减仓 | -41.1% |
| BHC | Bausch Health | — | — | — | 清仓 | -100% |