潘兴广场 2024 Q4 美股持仓列表
持有证券数：11，总市值：127（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
11271J107
|
BROOKFIELD CORP |
34,893,064 |
20.0 |
15.83% |
加仓 |
+6.6% |
|
QSRw
|
餐饮品牌国际 |
23,000,914 |
15.0 |
11.84% |
持平 |
0% |
|
CMG
|
CHIPOTLE MEXICAN GRILL INC |
24,653,533 |
14.9 |
11.74% |
减仓 |
-14.4% |
|
44267T102
|
HOWARD HUGHES HOLDINGS INC |
18,852,064 |
14.5 |
11.45% |
持平 |
0% |
|
GOOG
|
谷歌C |
7,547,582 |
14.4 |
11.35% |
持平 |
0% |
|
NKE
|
耐克 |
18,768,946 |
14.2 |
11.22% |
加仓 |
+15.3% |
|
HLTw
|
希尔顿酒店 |
5,440,546 |
13.4 |
10.62% |
减仓 |
-26.2% |
|
13646K108
|
CANADIAN PACIFIC KANSAS CITY |
14,877,651 |
10.8 |
8.5% |
持平 |
0% |
|
GOOGL
|
谷歌A |
3,986,488 |
7.5 |
5.96% |
持平 |
0% |
|
812215200
|
SEAPORT ENTMT GROUP INC |
5,023,780 |
1.4 |
1.11% |
加仓 |
+139.8% |
|
HTZ
|
HERTZ GLOBAL HLDGS INC |
12,713,963 |
0.47 |
0.37% |
新进 |
— |
|
812215101
|
SEAPORT ENTMT GROUP INC |
— |
— |
— |
清仓 |
-100% |