CA

Chuck Akre

Akre Capital Management · 截止 2026 Q1(申报于 2026-05-14)
组合今日
+2.35%
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)
+10.7%
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 $627.46 +0.78% +25.6%
2
BN 减仓 -37%
BROOKFIELD CORP
11.28%
$689M $38.1 +1.57% -5.9%
3
KKR 减仓 -17%
KKR & CO L P DEL
10.17%
$621M $91.98 +2.35% -0.6%
4
MCO 减仓 -28%
MOODYS CORP
8.9%
$544M $489.18 +1.69% +12.1%
5
V 减仓 -39%
VISA INC
8.11%
$495M $414.39 +1.60% +37.1%
6
ROP 加仓 +14%
ROPER TECHNOLOGIES INC
7.28%
$445M $420.82 +5.85% +18.9%
7
CSGP 加仓 +8%
COSTAR GROUP INC
6.83%
$417M $35.21 +7.02% -12.7%
8
FICO 加仓 +31%
FAIR ISAAC CORP
6.35%
$388M $820.9 +3.23% -23.1%
9
ORLY 减仓 -42%
OREILLY AUTOMOTIVE INC
5.87%
$359M $90.59 +1.56% -1.9%
10
CPRT 加仓 +2%
COPART INC
4.35%
$266M $28.67 +3.93% -13.6%
11
ABNB 减仓 -41%
AIRBNB INC
4.2%
$257M $174.9 +0.70% +38.5%
12
CCC 加仓 +27%
CCC INTELLIGENT SOLUTIONS HL
3.09%
$189M $7.63 -0.13% +27.2%
13
CRM 新建仓
SALESFORCE INC
2.19%
$134M $245.31 +1.46% +31.4%
14
NOW 新建仓
SERVICENOW INC
1.88%
$115M $157.28 +2.72% +50.4%
15
GSHD 加仓 +19%
GOOSEHEAD INS INC
0.31%
$19M $48.16 +6.27% +12.9%
16
—
SOPHIA GENETICS SA
0.3%
$18M — —
17
AMT 减仓 -80%
AMERICAN TOWER CORP NEW
0.14%
$9M $181.66 +2.26% +5.3%
18
PRM 新建仓
PERIMETER SOLUTIONS INC
0.1%
$6M $27.24 +0.63% +11.5%
本季清仓2025-12-31 持有、本季已不在
DHRBRK/BKMX