CA

Chuck Akre

Akre Capital Management · 截止 2026 Q1(申报于 2026-05-14)
组合今日
-1.84%
前 5 大持仓集中度
57%
MA · BN · KKR · MCO · V
如果在申报时跟投这个组合(回测)
+8%
自 2026-05-14 申报以来,按现价估算
持仓规模 (13F)
$6.11B
持仓数
18
头号重仓
MA
分享到 X 数据说明看上季 →
💡 想跟投这些持仓?对比 9 家加密交易所在哪买代币化美股、哪家标的多/费用低 / 地区是否支持 →
当前持仓13F 数据季度更新,机构申报窗口约 2/14、5/15、8/14、11/14
股票占比市值今日价自申报
1
MA 减仓 -24%
MASTERCARD INCORPORATED
18.65%
$1.14B
2
BN 减仓 -37%
BROOKFIELD CORP
11.28%
$689M $41.21 -1.44% +1.8%
3
KKR 减仓 -17%
KKR & CO L P DEL
10.17%
$621M
4
MCO 减仓 -28%
MOODYS CORP
8.9%
$544M $472.24 -3.57% +8.2%
5
V 减仓 -39%
VISA INC
8.11%
$495M $351.6 -0.52% +16.3%
6
ROP 加仓 +14%
ROPER TECHNOLOGIES INC
7.28%
$445M
7
CSGP 加仓 +8%
COSTAR GROUP INC
6.83%
$417M
8
FICO 加仓 +31%
FAIR ISAAC CORP
6.35%
$388M
9
ORLY 减仓 -42%
OREILLY AUTOMOTIVE INC
5.87%
$359M
10
CPRT 加仓 +2%
COPART INC
4.35%
$266M
11
ABNB 减仓 -41%
AIRBNB INC
4.2%
$257M
12
CCC 加仓 +27%
CCC INTELLIGENT SOLUTIONS HL
3.09%
$189M
13
CRM 新建仓
SALESFORCE INC
2.19%
$134M
14
NOW 新建仓
SERVICENOW INC
1.88%
$115M
15
GSHD 加仓 +19%
GOOSEHEAD INS INC
0.31%
$19M
16

SOPHIA GENETICS SA
0.3%
$18M
17
AMT 减仓 -80%
AMERICAN TOWER CORP NEW
0.14%
$9M
18
PRM 新建仓
PERIMETER SOLUTIONS INC
0.1%
$6M
本季清仓2025-12-31 持有、本季已不在
DHRBRK/BKMX