AKRE CAPITAL MANAGEMENT LLC
Middleburg VA · SEC CIK 0001112520
$61.35亿2026Q1 申报市值
20持仓数
87.4%前十大占比 · 第一大 18.6%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRM 新建仓+$1.34亿
NOW 新建仓+$1.15亿
FICO 加仓+$9,215.01万
ROP 加仓+$5,381.47万
CCC 加仓+$4,005.65万
2026Q1 卖出最多 按季末市值估算
BN 减仓-$3.97亿
MA 减仓-$3.62亿
V 减仓-$3.14亿
ORLY 减仓-$2.62亿
MCO 减仓-$2.13亿
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -69,516 | -100.0% | -$1,591.36万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -150,600 | -100.0% | -$581.92万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $495.44万 | 0.08% | 10,339 | -1,563 | -13.1% | -$74.90万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $610.50万 | 0.10% | 250,000 | 250,000 | — | $610.50万 | 新建仓 |
| AMT | AMERICAN TOWER CORP NEW | $876.22万 | 0.14% | 50,772 | -204,495 | -80.1% | -$3,529.17万 | 减仓 |
| SOPH | SOPHIA GENETICS SA | $1,840.97万 | 0.30% | 3,719,140 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC 看涨期权 | $1,866.70万 | 0.30% | 100,000 | 100,000 | — | $1,866.70万 | 新建仓 |
| GSHD | GOOSEHEAD INS INC | $1,891.48万 | 0.31% | 443,385 | 72,289 | 19.5% | $308.38万 | 加仓 |
| NOW | SERVICENOW INC | $1.15亿 | 1.87% | 1,096,099 | 1,096,099 | — | $1.15亿 | 新建仓 |
| CRM | SALESFORCE INC | $1.34亿 | 2.18% | 717,799 | 717,799 | — | $1.34亿 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1.89亿 | 3.08% | 31,513,070 | 6,676,086 | 26.9% | $4,005.65万 | 加仓 |
| ABNB | AIRBNB INC | $2.57亿 | 4.19% | 2,034,473 | -1,438,770 | -41.4% | -$1.82亿 | 减仓 |
| CPRT | COPART INC | $2.66亿 | 4.33% | 7,998,938 | 130,971 | 1.7% | $434.82万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.59亿 | 5.85% | 3,885,813 | -2,834,006 | -42.2% | -$2.62亿 | 减仓 |
| FICO | FAIR ISAAC CORP | $3.88亿 | 6.33% | 363,765 | 86,320 | 31.1% | $9,215.01万 | 加仓 |
| CSGP | COSTAR GROUP INC | $4.17亿 | 6.80% | 10,348,273 | 730,468 | 7.6% | $2,946.71万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $4.45亿 | 7.25% | 1,257,232 | 152,079 | 13.8% | $5,381.47万 | 加仓 |
| V | VISA INC | $4.95亿 | 8.07% | 1,638,798 | -1,037,830 | -38.8% | -$3.14亿 | 减仓 |
| MCO | MOODYS CORP | $5.44亿 | 8.86% | 1,246,114 | -489,117 | -28.2% | -$2.13亿 | 减仓 |
| KKR | KKR & CO L P DEL | $6.21亿 | 10.13% | 6,718,078 | -1,387,971 | -17.1% | -$1.28亿 | 减仓 |
| BN | BROOKFIELD CORP | $6.89亿 | 11.23% | 17,027,077 | -9,816,556 | -36.6% | -$3.97亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $11.40亿 | 18.58% | 2,281,106 | -724,174 | -24.1% | -$3.62亿 | 减仓 |