潘兴广场 2025 Q4 美股持仓列表
持有证券数：11，总市值：155（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 |
61,403,089 |
28.2 |
18.15% |
加仓 |
+49.7% |
|
UBER
|
优步 |
30,207,734 |
24.7 |
15.9% |
减仓 |
-0.2% |
|
AMZN
|
亚马逊 |
9,607,824 |
22.2 |
14.28% |
加仓 |
+65% |
|
GOOG
|
谷歌C |
6,163,871 |
19.3 |
12.46% |
减仓 |
-2.5% |
|
META
|
Meta |
2,673,569 |
17.6 |
11.37% |
新进 |
— |
|
QSRw
|
餐饮品牌国际 |
22,866,773 |
15.6 |
10.05% |
减仓 |
-0.2% |
|
44267T102
|
HOWARD HUGHES HOLDINGS INC |
18,852,064 |
15.0 |
9.69% |
持平 |
0% |
|
HLTw
|
希尔顿酒店 |
3,028,664 |
8.7 |
5.6% |
减仓 |
-0.1% |
|
GOOGL
|
谷歌A |
678,297 |
2.1 |
1.37% |
减仓 |
-86% |
|
812215200
|
SEAPORT ENTMT GROUP INC |
5,023,780 |
0.99 |
0.64% |
持平 |
0% |
|
HTZ
|
HERTZ GLOBAL HLDGS INC |
15,241,127 |
0.78 |
0.5% |
持平 |
0% |
|
CMG
|
CHIPOTLE MEXICAN GRILL INC |
— |
— |
— |
清仓 |
-100% |