| 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 | 26,500,729 | 16.9 | 33.1% | 减仓 | -32.3% |
| ADP | 自动数据处理 | 8,798,442 | 9.6 | 18.81% | 加仓 | +402.5% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2,882,463 | 8.9 | 17.35% | 持平 | 0% |
| MDLZ | 亿滋 | 13,927,445 | 5.7 | 11.07% | 减仓 | -3.9% |
| HHC | HOWARD HUGHES CORP | 4,704,534 | 5.5 | 10.85% | 持平 | 0% |
| ESI | Element Solutions | 40,451,506 | 4.5 | 8.82% | 持平 | 0% |
| NOMDw | NOMAD FOODS LTD | — | — | — | 清仓 | -100% |