潘兴广场 2026 Q1 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 |
|
11271J107
|
BROOKFIELD CORP |
59,697,208 |
24.2 |
17.62% |
减仓 |
-2.8% |
|
AMZN
|
亚马逊 |
11,451,981 |
23.9 |
17.39% |
加仓 |
+19.2% |
|
UBER
|
优步 |
29,958,771 |
21.5 |
15.71% |
减仓 |
-0.8% |
|
MSFT
|
微软 |
5,654,078 |
20.9 |
15.26% |
新进 |
— |
|
QSRw
|
餐饮品牌国际 |
22,645,483 |
16.7 |
12.2% |
减仓 |
-1% |
|
META
|
Meta |
2,660,861 |
15.2 |
11.1% |
减仓 |
-0.5% |
|
44267T102
|
HOWARD HUGHES HOLDINGS INC |
18,852,064 |
11.9 |
8.7% |
持平 |
0% |
|
812215200
|
SEAPORT ENTMT GROUP INC |
5,023,780 |
1.1 |
0.79% |
持平 |
0% |
|
GOOG
|
谷歌C |
311,726 |
0.89 |
0.65% |
减仓 |
-94.9% |
|
HTZ
|
HERTZ GLOBAL HLDGS INC |
15,241,127 |
0.70 |
0.51% |
持平 |
0% |
|
GOOGL
|
谷歌A |
32,376 |
0.09 |
0.07% |
减仓 |
-95.2% |
|
HLTw
|
希尔顿酒店 |
— |
— |
— |
清仓 |
-100% |