| 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 | 17.5 | 16.65% | 持平 | 0% |
| QSRw | 餐饮品牌国际 | 23,348,135 | 15.6 | 14.82% | 持平 | 0% |
| HLTw | 希尔顿酒店 | 10,305,500 | 15.5 | 14.75% | 加仓 | +10.4% |
| LOW | 劳氏 | 7,066,623 | 14.7 | 14% | 减仓 | -5.4% |
| 44267T102 | HOWARD HUGHES HOLDINGS INC | 16,806,908 | 12.5 | 11.87% | 新进 | — |
| GOOG | 谷歌C | 9,377,195 | 12.4 | 11.78% | 持平 | 0% |
| 13646K108 | CANADIAN PACIFIC KANSAS CITY | 15,095,528 | 11.2 | 10.7% | 持平 | 0% |
| GOOGL | 谷歌A | 4,354,824 | 5.7 | 5.43% | 加仓 | +99.3% |
| HHC | HOWARD HUGHES CORP | — | — | — | 清仓 | -100% |