Chuck Akre
Akre Capital Management · Quality compounding Runs a concentrated US equity book selected on a 'three-legged stool' test - high-quality businesses, able and honest managers, and long reinvestment runways - and holds positions for many years with low turnover.
Charles T. 'Chuck' Akre is an American investor and founder of Akre Capital Management, known for a concentrated, long-hold quality-investing approach.
顯示全部 20 個申報的 13(f) 部位；TradingPilot 只為其中 4 個與其整理過的公司庫相符的部位建立連結——並未使用需付費授權的 CUSIP↔代號對照資料庫。未對應的部位按申報原樣以純文字呈現。
投組配置（申報的 13F 股票）
僅含在美國掛牌的多方股票部位；不含選擇權。
- MASTERCARD INCORPORATED20.0%
- MOODYS CORP10.3%
- BROOKFIELD CORP10.1%
- KKR & CO L P DEL9.0%
- FAIR ISAAC CORP8.5%
- ROPER TECHNOLOGIES INC7.8%
- V7.5%
- COSTAR GROUP INC6.5%
- COPART INC4.4%
- OREILLY AUTOMOTIVE INC3.9%
- Others12.1%
申報的 13F 股票市值——這不是報酬，也不是管理規模
僅含在美國掛牌的多方股票部位；申報有約 45 天的延遲。
| # | 代號 | 證券名稱（申報原文） | 佔 13F 比例 | 股數 | 申報均價 | 目前 | 金額 | 異動 |
|---|---|---|---|---|---|---|---|---|
| 1 | — | MASTERCARD INCORPORATED | 20.0% | 1,989,906 | $513.60 | — | $1.0B | 減碼 −13% |
| 2 | — | MOODYS CORP | 10.3% | 1,156,893 | $452.92 | — | $524.0M | 減碼 −7% |
| 3 | — | BROOKFIELD CORP | 10.1% | 12,119,927 | $42.59 | — | $516.2M | 減碼 −29% |
| 4 | — | KKR & CO L P DEL | 9.0% | 4,981,486 | $91.78 | — | $457.2M | 減碼 −26% |
| 5 | — | FAIR ISAAC CORP | 8.5% | 361,826 | $1,194.78 | — | $432.3M | 減碼 −1% |
| 6 | — | ROPER TECHNOLOGIES INC | 7.8% | 1,176,562 | $338.39 | — | $398.1M | 減碼 −6% |
| 7 | V | VISA INC | 7.5% | 1,110,881 | $343.09 | $410.54 +19.7% | $381.1M | 減碼 −32% |
| 8 | — | COSTAR GROUP INC | 6.5% | 11,699,396 | $28.32 | — | $331.3M | 加碼 +13% |
| 9 | — | COPART INC | 4.4% | 7,985,808 | $28.19 | — | $225.1M | 減碼 −0% |
| 10 | — | OREILLY AUTOMOTIVE INC | 3.9% | 2,161,818 | $92.09 | — | $199.1M | 減碼 −44% |
| 11 | — | AIRBNB INC | 3.3% | 1,183,749 | $143.10 | — | $169.4M | 減碼 −42% |
| 12 | — | CCC INTELLIGENT SOLUTIONS HL | 3.0% | 29,858,935 | $5.16 | — | $154.1M | 減碼 −5% |
| 13 | NOW | SERVICENOW INC | 2.4% | 1,246,099 | $99.28 | $109.67 +10.5% | $123.7M | 加碼 +14% |
| 14 | CRM | SALESFORCE INC | 2.2% | 717,799 | $156.66 | $230.90 +47.4% | $112.5M | 維持 +0% |
| 15 | — | GOOSEHEAD INS INC | 0.4% | 443,385 | $48.50 | — | $21.5M | 維持 +0% |
| 16 | — | SOPHIA GENETICS SA | 0.4% | 3,719,140 | $5.77 | — | $21.5M | 維持 +0% |
| 17 | — | PERIMETER SOLUTIONS INC | 0.2% | 250,000 | $35.65 | — | $8.9M | 維持 +0% |
| 18 | — | AMERICAN TOWER CORP NEW | 0.1% | 29,254 | $163.57 | — | $4.8M | 減碼 −42% |
| 19 | — | BERKSHIRE HATHAWAY INC DEL | 0.1% | 8,184 | $500.39 | — | $4.1M | 減碼 −21% |
| — | CRM | SALESFORCE INC · 買權 | — | 100,000 | — | — | $15.7M | 維持 +0% |
申報均價 = 季末的金額 ÷ 股數——這是一個平均值，並非經理人的買進或賣出價。
「目前」顯示的是自申報季末以來該股票的價格變動（僅限已對應的名字）——這是股票本身的漲跌，不是經理人的已實現報酬（我們並不知道他們的成本，也不知道他們是否仍持有）。
TradingPilot 對其申報 13F 股票投組的分析
截至 2026Q2，Chuck Akre 申報的 13F 投組持有 19 個股票部位；其中最大的 5 個佔其 58%。
- MASTERCARD INCORPORATED — 佔 13F 的 20.0%
- MOODYS CORP — 佔 13F 的 10.3%
- BROOKFIELD CORP — 佔 13F 的 10.1%
- KKR & CO L P DEL — 佔 13F 的 9.0%
- FAIR ISAAC CORP — 佔 13F 的 8.5%
本季：新建 0 個，加碼 2 個，減碼 13 個，出清 0 個。
- BROOKFIELD CORP — 減碼 (−4,907,150 股)
- KKR & CO L P DEL — 減碼 (−1,736,592 股)
- OREILLY AUTOMOTIVE INC — 減碼 (−1,723,995 股)
- CCC INTELLIGENT SOLUTIONS HL — 減碼 (−1,654,135 股)
- COSTAR GROUP INC — 加碼 (+1,351,123 股)