Chuck Akre
Akre Capital Management截至 2026 Q2· $5.12B 组合 · 19 只持仓
组合总市值趋势 · 近8 个季度 · $12.02B → $5.12B
公开数据(SEC 13F-HR 申报)。每季度末快照,披露最多滞后约 45 天,且仅含美股多头(不含做空/期权)—— 非实时持仓,亦非投资建议。
最新一季持仓
| 股票 | 市值 | 占比 | 环比 |
|---|---|---|---|
| MA | $1.02B | 20.0% | 减仓 -13% |
| MCO | $523.98M | 10.2% | 减仓 -7% |
| BN | $516.19M | 10.1% | 减仓 -29% |
| KKR | $457.20M | 8.9% | 减仓 -26% |
| FICO | $432.30M | 8.4% | 持有 |
| ROP | $398.14M | 7.8% | 减仓 -6% |
| V | $381.13M | 7.4% | 减仓 -32% |
| CSGP | $331.33M | 6.5% | 加仓 +13% |
| CPRT | $225.12M | 4.4% | 持有 |
| ORLY | $199.08M | 3.9% | 减仓 -44% |
| ABNB | $169.39M | 3.3% | 减仓 -42% |
| CCC | $154.07M | 3.0% | 减仓 -5% |
| CRM | $128.12M | 2.5% | 持有 |
| NOW | $123.71M | 2.4% | 加仓 +14% |
| GSHD | $21.50M | 0.4% | 持有 |
数据来源:SEC 13F-HR 申报(公有领域);CUSIP→代码经 OpenFIGI 映射。非投资建议。