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SEC FORM 13F

아크레 캐피털(척 아크레 설립)

Akre Capital Management

Akre Capital (founded by Chuck Akre)

공시 기준일
2026-03-31
표시 종목
17 / 19
13F 평가액
$6.1B

이번 분기 하이라이트 (2026-03-31 공시)

신규 매수3

Salesforce, ServiceNow, Perimeter Solutions

추가 매수5

Roper Technologies, CoStar Group, Fair Isaac …

축소8

Mastercard Class A, BROOKFIELD A (NYS), KKR AND CO. ORD. SHS. …

보유 종목

비중 높은 순

  1. 1
    Mastercard Class A19.2%
    MA-US · $1.1B축소-724,174주
  2. 2
    BROOKFIELD A (NYS)11.6%
    BN-US · $689.1M축소-9,816,556주
  3. 3
    KKR AND CO. ORD. SHS.10.5%
    KKR-US · $621.4M축소-1,387,971주
  4. 4
    Moody's9.2%
    MCO-US · $543.6M축소-489,117주
  5. 5
    Visa Class A8.4%
    V-US · $495.3M축소-1,037,830주
  6. 6
    Roper Technologies7.5%
    ROP-US · $444.9M추가+152,079주
  7. 7
    CoStar Group7%
    CSGP-US · $417.4M추가+730,468주
  8. 8
    Fair Isaac6.6%
    FICO-US · $388.3M추가+86,320주
  9. 9
    O Reilly Automotive6.1%
    ORLY-US · $358.7M축소-2,834,006주
  10. 10
    Copart4.5%
    CPRT-US · $265.6M추가+130,971주
  11. 11
    Airbnb Class A4.3%
    ABNB-US · $256.9M축소-1,438,770주
  12. 12
    Salesforce2.3%
    CRM-US · $134M신규
  13. 13
    ServiceNow1.9%
    NOW-US · $114.6M신규
  14. 14
    Goosehead Insurance Class A0.3%
    GSHD-US · $18.9M추가+72,289주
  15. 15
    Sophia Genetics0.3%
    SOPH-US · $18.4M유지
  16. 16
    American Tower REIT0.1%
    AMT-US · $8.8M축소-204,495주
  17. 17
    Perimeter Solutions0.1%
    PRM-US · $6.1M신규

사실 정보이며 투자 조언이 아닙니다.