潘兴广场 2024 Q3 美股持仓列表
持有证券数：11，总市值：129（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 |
32,735,883 |
17.4 |
13.47% |
加仓 |
+377.6% |
|
HLTw
|
希尔顿酒店 |
7,370,168 |
17.0 |
13.15% |
减仓 |
-17.7% |
|
CMG
|
CHIPOTLE MEXICAN GRILL INC |
28,815,165 |
16.6 |
12.85% |
持平 |
0% |
|
QSRw
|
餐饮品牌国际 |
23,000,914 |
16.6 |
12.84% |
减仓 |
-0.6% |
|
44267T102
|
HOWARD HUGHES HOLDINGS INC |
18,852,064 |
14.6 |
11.3% |
持平 |
0% |
|
NKE
|
耐克 |
16,280,338 |
14.4 |
11.14% |
加仓 |
+435.5% |
|
13646K108
|
CANADIAN PACIFIC KANSAS CITY |
14,877,651 |
12.7 |
9.85% |
减仓 |
-0.6% |
|
GOOG
|
谷歌C |
7,547,582 |
12.6 |
9.77% |
持平 |
0% |
|
GOOGL
|
谷歌A |
3,986,488 |
6.6 |
5.12% |
持平 |
0% |
|
812215200
|
SEAPORT ENTMT GROUP INC |
2,094,673 |
0.57 |
0.44% |
新进 |
— |
|
812215101
|
SEAPORT ENTMT GROUP INC |
2,094,673 |
0.06 |
0.05% |
新进 |
— |