| 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 | 824,998 | 18.9 | 18.15% | 减仓 | -13.5% |
| QSRw | 餐饮品牌国际 | 23,348,135 | 18.2 | 17.55% | 持平 | 0% |
| HLTw | 希尔顿酒店 | 9,181,180 | 16.7 | 16.08% | 减仓 | -10.9% |
| 44267T102 | HOWARD HUGHES HOLDINGS INC | 18,852,064 | 16.1 | 15.51% | 加仓 | +12.2% |
| GOOG | 谷歌C | 9,377,195 | 13.2 | 12.71% | 持平 | 0% |
| 13646K108 | CANADIAN PACIFIC KANSAS CITY | 15,095,528 | 11.9 | 11.48% | 持平 | 0% |
| GOOGL | 谷歌A | 4,354,824 | 6.1 | 5.85% | 持平 | 0% |
| LOW | 劳氏 | 1,245,515 | 2.8 | 2.67% | 减仓 | -82.4% |