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Akre Capital Management Llc
správce aktiv · portfolio $5.12 mld. · 20 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 19
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| Mastercard Inc US:MA | 1 989 906 | $1.02 mld. | 20.01% | −291 200 |
| Moodys Corporation US:MCO | 1 156 893 | $524 mil. | 10.26% | −89 221 |
| Brookfield Corporation US:BN | 12 119 927 | $516 mil. | 10.11% | −4 907 150 |
| KKR & Co. Inc. US:KKR | 4 981 486 | $457 mil. | 8.95% | −1 736 592 |
| Fair Isaac Corporation US:FICO | 361 826 | $432 mil. | 8.47% | −1 939 |
| Roper Technologies Inc US:ROP | 1 176 562 | $398 mil. | 7.80% | −80 670 |
| Visa Inc. Class A US:V | 1 110 881 | $381 mil. | 7.46% | −527 917 |
| CoStar Group Inc US:CSGP | 11 699 396 | $331 mil. | 6.49% | +1 351 123 |
| Copart Inc US:CPRT | 7 985 808 | $225 mil. | 4.41% | −13 130 |
| O’Reilly Automotive Inc US:ORLY | 2 161 818 | $199 mil. | 3.90% | −1 723 995 |
| Airbnb Inc US:ABNB | 1 183 749 | $169 mil. | 3.32% | −850 724 |
| CCC Intelligent Solutions Ho… US:CCC | 29 858 935 | $154 mil. | 3.02% | −1 654 135 |
| ServiceNow Inc US:NOW | 1 246 099 | $124 mil. | 2.42% | +150 000 |
| Salesforce.com Inc US:CRM | 717 799 | $112 mil. | 2.20% | — |
| Goosehead Insurance, Inc. US:GSHD | 443 385 | $21.5 mil. | 0.42% | — |
| SOPHIA GENETICS SA CUSIP H82027105 | 3 719 140 | $21.5 mil. | 0.42% | — |
| Perimeter Solutions SA US:PRM | 250 000 | $8.91 mil. | 0.17% | — |
| American Tower Corp US:AMT | 29 254 | $4.79 mil. | 0.09% | −21 518 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 8 184 | $4.10 mil. | 0.08% | −2 155 |
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