潘兴广场 2025 Q1 美股持仓列表
持有证券数：11，总市值：119（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
UBER
|
优步 |
30,301,161 |
22.1 |
18.5% |
新进 |
— |
|
11271J107
|
BROOKFIELD CORP |
41,004,657 |
21.5 |
18.01% |
加仓 |
+17.5% |
|
QSRw
|
餐饮品牌国际 |
23,000,914 |
15.3 |
12.85% |
持平 |
0% |
|
44267T102
|
HOWARD HUGHES HOLDINGS INC |
18,852,064 |
14.0 |
11.71% |
持平 |
0% |
|
CMG
|
CHIPOTLE MEXICAN GRILL INC |
21,541,177 |
10.8 |
9.07% |
减仓 |
-12.6% |
|
13646K108
|
CANADIAN PACIFIC KANSAS CITY |
14,799,796 |
10.4 |
8.71% |
减仓 |
-0.5% |
|
GOOG
|
谷歌C |
6,324,031 |
9.9 |
8.28% |
减仓 |
-16.2% |
|
GOOGL
|
谷歌A |
4,437,980 |
6.9 |
5.75% |
加仓 |
+11.3% |
|
HLTw
|
希尔顿酒店 |
3,000,770 |
6.8 |
5.72% |
减仓 |
-44.8% |
|
812215200
|
SEAPORT ENTMT GROUP INC |
5,023,780 |
1.1 |
0.9% |
持平 |
0% |
|
HTZ
|
HERTZ GLOBAL HLDGS INC |
15,000,000 |
0.59 |
0.5% |
加仓 |
+18% |
|
NKE
|
耐克 |
— |
— |
— |
清仓 |
-100% |