| 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 | 20,843,919 | 12.6 | 21.65% | 减仓 | -14.3% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2,882,463 | 12.4 | 21.42% | 持平 | 0% |
| LOW | 劳氏 | 7,715,501 | 7.4 | 12.7% | 新进 | — |
| MDLZ | 亿滋 | 16,371,713 | 6.7 | 11.56% | 加仓 | +1.3% |
| 913017109 | UNITED TECHNOLOGIES CORP | 4,540,615 | 5.7 | 9.78% | 加仓 | +133.5% |
| ADP | 自动数据处理 | 4,225,365 | 5.7 | 9.76% | 减仓 | -46.8% |
| ESI | Element Solutions | 40,451,506 | 4.7 | 8.08% | 持平 | 0% |
| HHC | HOWARD HUGHES CORP | 2,204,534 | 2.9 | 5.03% | 持平 | 0% |