← Superinvestors
CA
Chuck Akre
Akre Capital Management
Periodo
Q1 2026
Valore portafoglio
$6.12B
Titoli
19
Attività
9 acquisti · 9 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | MA MASTERCARD INCORPORATED | 18.64% | Reduce 24.1% | 2,281,106 | $1.14B |
| 2 | BN BROOKFIELD CORP | 11.27% | Reduce 36.57% | 17,027,077 | $689.1M |
| 3 | KKR KKR & CO L P DEL | 10.16% | Reduce 17.12% | 6,718,078 | $621.4M |
| 4 | MCO MOODYS CORP | 8.89% | Reduce 28.19% | 1,246,114 | $543.6M |
| 5 | V VISA INC | 8.1% | Reduce 38.77% | 1,638,798 | $495.3M |
| 6 | ROP ROPER TECHNOLOGIES INC | 7.27% | Add 13.76% | 1,257,232 | $444.9M |
| 7 | CSGP COSTAR GROUP INC | 6.83% | Add 7.59% | 10,348,273 | $417.4M |
| 8 | FICO FAIR ISAAC CORP | 6.35% | Add 31.11% | 363,765 | $388.3M |
| 9 | ORLY OREILLY AUTOMOTIVE INC | 5.87% | Reduce 42.17% | 3,885,813 | $358.7M |
| 10 | CPRT COPART INC | 4.34% | Add 1.66% | 7,998,938 | $265.6M |
| 11 | ABNB AIRBNB INC | 4.2% | Reduce 41.42% | 2,034,473 | $256.9M |
| 12 | CCC CCC INTELLIGENT SOLUTIONS HL | 3.09% | Add 26.88% | 31,513,070 | $189.1M |
| 13 | CRM SALESFORCE INC | 2.19% | Buy | 717,799 | $134.0M |
| 14 | NOW SERVICENOW INC | 1.87% | Buy | 1,096,099 | $114.6M |
| 15 | GSHD GOOSEHEAD INS INC | 0.31% | Add 19.48% | 443,385 | $18.9M |
| 16 | SOPHIA GENETICS SA | 0.3% | — | 3,719,140 | $18.4M |
| 17 | AMT AMERICAN TOWER CORP NEW | 0.14% | Reduce 80.11% | 50,772 | $8.8M |
| 18 | PRM PERIMETER SOLUTIONS INC | 0.1% | Buy | 250,000 | $6.1M |
| 19 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.08% | Reduce 13.13% | 10,339 | $5.0M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.