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