| # | 公司名称 | 报告期价 | 今日价 | 持仓市值 | 占比 % | 股数（季比） | 变动幅度 % |
|---|---|---|---|---|---|---|---|
| 1 | Brookfield Corp BN | $40.47 | — | $2.42B | 17.62% | 59.70M 61.40M | -2.78% -1.71M 股 |
| 2 | Amazon Com Inc AMZN | $208.27 | — | $2.39B | 17.39% | 11.45M 9.61M | +19.19% +1.84M 股 |
| 3 | Uber Technologies Inc UBER | $71.93 | — | $2.15B | 15.71% | 29.96M 30.21M | -0.82% -249K 股 |
| 4 | Microsoft Corp MSFT | $370.17 | — | $2.09B | 15.26% | 5.65M | 新建仓 |
| 5 | Restaurant Brands Intl Inc QSR | $73.9 | — | $1.67B | 12.2% | 22.65M 22.87M | -0.97% -221K 股 |
| 6 | Meta Platforms Inc META | $572.13 | — | $1.52B | 11.1% | 2.66M 2.67M | — |
| 7 | Howard Hughes Holdings Inc HHH | $63.26 | — | $1.19B | 8.7% | 18.85M 18.85M | — |
| 8 | Seaport Entmt Group Inc SEG | $21.48 | — | $108M | 0.79% | 5.02M 5.02M | — |
| 9 | Alphabet Inc GOOG | $286.86 | — | $89M | 0.65% | 312K 6.16M | -94.94% -5.85M 股 |
| 10 | Hertz Global Hldgs Inc HTZWW | $4.61 | — | $70M | 0.51% | 15.24M 15.24M | — |
| 11 | Alphabet Inc GOOGL | $287.56 | — | $9M | 0.07% | 32K 678K | -95.23% -646K 股 |