 AIRBNB COM CL AABNB |
| 10.84% | 11.32% | $3.01亿 | 210.0万股 | $2.27亿 | 180.0万股 | +30.0万股+16.67% | 加仓 |
| PPERSHING SQUARE INCPS |
| 10.15% | — | $2.81亿 | 855.9万股 | $0 | 0股 | +855.9万股 | 新买入 |
 VisaV |
| 9.9% | 11.28% | $2.74亿 | 80.0万股 | $2.27亿 | 75.0万股 | +5.0万股+6.67% | 加仓 |
 亚马逊AMZN |
| 9.46% | 12.23% | $2.62亿 | 110.0万股 | $2.46亿 | 118.0万股 | -8.0万股-6.78% | 减仓 |
 微软MSFT |
| 9.42% | 12.44% | $2.61亿 | 70.0万股 | $2.50亿 | 67.5万股 | +2.5万股+3.70% | 加仓 |
| QQXOQXO |
| 7.48% | 10.63% | $2.07亿 | 1,200.0万股 | $2.14亿 | 1,100.0万股 | +100.0万股+9.09% | 加仓 |
 PROGRESSIVEPGR |
| 7.09% | 5.92% | $1.97亿 | 90.0万股 | $1.19亿 | 60.0万股 | +30.0万股+50.00% | 加仓 |
 NETFLIXNFLX |
| 6.57% | 7.18% | $1.82亿 | 255.0万股 | $1.44亿 | 150.0万股 | +105.0万股+70.00% | 加仓 |
 WASTE CONNECTIONSWCN |
| 6.31% | — | $1.75亿 | 105.0万股 | $0 | 0股 | +105.0万股 | 新买入 |
 HCA医疗HCA |
| 5.63% | — | $1.56亿 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 联合太平洋铁路UNP |
| 4.42% | 5.43% | $1.22亿 | 45.0万股 | $1.09亿 | 45.0万股 | 00.00% | 持仓不变 |
| PPERSHING SQUARE USA LTDPSUS |
| 4.05% | — | $1.12亿 | 300.0万股 | $0 | 0股 | +300.0万股 | 新买入 |
 明晟MSCI |
| 4.04% | 5.37% | $1.12亿 | 20.0万股 | $1.08亿 | 20.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.87% | 6.3% | $1.07亿 | 30.0万股 | $1.27亿 | 44.0万股 | -14.0万股-31.82% | 减仓 |
 HOWARD HUGHESHHH |
| 0.77% | 0.94% | $2,144.7万 | 30.0万股 | $1,897.8万 | 30.0万股 | 00.00% | 持仓不变 |
