| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | 953,608 | 20.4 | 18.86% | 减仓 | -7.3% |
| QSRw | 餐饮品牌国际 | 23,348,135 | 18.1 | 16.73% | 减仓 | -3.5% |
| LOW | 劳氏 | 7,468,850 | 16.9 | 15.58% | 减仓 | -25.6% |
| HLTw | 希尔顿酒店 | 9,332,853 | 13.6 | 12.56% | 加仓 | +0.4% |
| HHC | HOWARD HUGHES CORP | 16,570,228 | 13.1 | 12.09% | 加仓 | +3.7% |
| 13646K108 | CANADIAN PACIFIC KANSAS CITY | 15,095,528 | 12.2 | 11.27% | 新进 | — |
| GOOG | 谷歌C | 9,377,195 | 11.3 | 10.49% | 加仓 | +16.2% |
| GOOGL | 谷歌A | 2,185,000 | 2.6 | 2.42% | 持平 | 0% |
| CP | CANADIAN PAC RY LTD | — | — | — | 清仓 | -100% |