潘兴广场 2025 Q2 美股持仓列表
持有证券数：11，总市值：137（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 |
28.3 |
20.59% |
持平 |
0% |
|
11271J107
|
BROOKFIELD CORP |
41,160,397 |
25.5 |
18.54% |
加仓 |
+0.4% |
|
QSRw
|
餐饮品牌国际 |
23,000,914 |
15.2 |
11.11% |
持平 |
0% |
|
AMZN
|
亚马逊 |
5,823,316 |
12.8 |
9.31% |
新进 |
— |
|
44267T102
|
HOWARD HUGHES HOLDINGS INC |
18,852,064 |
12.7 |
9.27% |
持平 |
0% |
|
CMG
|
CHIPOTLE MEXICAN GRILL INC |
21,541,177 |
12.1 |
8.81% |
持平 |
0% |
|
GOOG
|
谷歌C |
6,324,031 |
11.2 |
8.17% |
持平 |
0% |
|
GOOGL
|
谷歌A |
5,362,980 |
9.5 |
6.88% |
加仓 |
+20.8% |
|
HLTw
|
希尔顿酒店 |
3,030,578 |
8.1 |
5.88% |
加仓 |
+1% |
|
HTZ
|
HERTZ GLOBAL HLDGS INC |
15,241,127 |
1.0 |
0.76% |
加仓 |
+1.6% |
|
812215200
|
SEAPORT ENTMT GROUP INC |
5,023,780 |
0.94 |
0.68% |
持平 |
0% |
|
13646K108
|
CANADIAN PACIFIC KANSAS CITY |
— |
— |
— |
清仓 |
-100% |