| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| LOW | 劳氏 | 10,036,114 | 20.1 | 19.64% | 减仓 | -3.3% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,029,186 | 17.6 | 17.21% | 减仓 | -6.9% |
| QSRw | 餐饮品牌国际 | 24,194,166 | 16.2 | 15.9% | 持平 | 0% |
| HLTw | 希尔顿酒店 | 9,299,041 | 13.1 | 12.82% | 减仓 | -7.3% |
| HHC | HOWARD HUGHES CORP | 15,984,532 | 12.8 | 12.52% | 加仓 | +0.6% |
| CP | CANADIAN PAC RY LTD | 15,238,044 | 11.7 | 11.48% | 加仓 | 0% |
| GOOG | 谷歌C | 8,069,770 | 8.4 | 8.21% | 新进 | — |
| GOOGL | 谷歌A | 2,185,000 | 2.3 | 2.22% | 新进 | — |