 优步UBER |
| 12.72% | 15.71% | $24.77亿 | 3,432.6万股 | $21.55亿 | 2,995.9万股 | +436.7万股+14.58% | 加仓 |
 布鲁克菲尔德BN |
| 12.58% | 17.62% | $24.48亿 | 5,748.1万股 | $24.16亿 | 5,969.7万股 | -221.6万股-3.71% | 减仓 |
 微软MSFT |
| 11.89% | 15.26% | $23.15亿 | 620.7万股 | $20.93亿 | 565.4万股 | +55.3万股+9.77% | 加仓 |
 亚马逊AMZN |
| 10.49% | 17.39% | $20.41亿 | 856.4万股 | $23.85亿 | 1,145.2万股 | -288.8万股-25.22% | 减仓 |
 HOWARD HUGHESHHH |
| 10.23% | 8.7% | $19.91亿 | 2,785.2万股 | $11.93亿 | 1,885.2万股 | +900.0万股+47.74% | 加仓 |
 RESTAURANT BRANDS INTLQSR |
| 9.62% | 12.2% | $18.72亿 | 2,582.1万股 | $16.74亿 | 2,264.5万股 | +317.6万股+14.02% | 加仓 |
 Meta平台META |
| 9.25% | 11.1% | $18.00亿 | 319.6万股 | $15.22亿 | 266.1万股 | +53.5万股+20.11% | 加仓 |
 VisaV |
| 5.76% | — | $11.22亿 | 327.0万股 | $0 | 0股 | +327.0万股 | 新买入 |
 万事达MA |
| 5.61% | — | $10.91亿 | 212.5万股 | $0 | 0股 | +212.5万股 | 新买入 |
 标普全球SPGI |
| 5.43% | — | $10.56亿 | 259.3万股 | $0 | 0股 | +259.3万股 | 新买入 |
 NETFLIXNFLX |
| 4.8% | — | $9.34亿 | 1,308.1万股 | $0 | 0股 | +1,308.1万股 | 新买入 |
| PPERSHING SQUARE USA LTDPSUS |
| 0.77% | — | $1.50亿 | 400.0万股 | $0 | 0股 | +400.0万股 | 新买入 |
 SEAPORT ENTMT GROUP INC COMMON STOCKSEG |
| 0.69% | 0.79% | $1.34亿 | 502.4万股 | $1.08亿 | 502.4万股 | 00.00% | 持仓不变 |
| HHERTZ GLOBAL HLDGS INC NHTZWW |
| 0.17% | 0.51% | $3,395.6万 | 1,499.2万股 | $7,026.2万 | 1,524.1万股 | -25.0万股-1.64% | 减仓 |
