| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| LOW | 劳氏 | 10,207,306 | 17.8 | 23.89% | 持平 | 0% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,105,208 | 14.4 | 19.36% | 减仓 | -0.9% |
| QSRw | 餐饮品牌国际 | 23,822,641 | 11.9 | 16.01% | 减仓 | -0.2% |
| HLTw | 希尔顿酒店 | 9,908,602 | 11.0 | 14.8% | 减仓 | -0.4% |
| HHC | HOWARD HUGHES CORP | 13,620,164 | 9.3 | 12.42% | 持平 | 0% |
| DPZ | DOMINOS PIZZA INC | 2,061,312 | 8.0 | 10.76% | 减仓 | -0.3% |
| CP | CANADIAN PAC RY LTD | 2,944,259 | 2.1 | 2.76% | 持平 | 0% |
| NFLX | 奈飞 | — | — | — | 清仓 | -100% |