AKRE CAPITAL MANAGEMENT LLC
Middleburg VA · SEC CIK 0001112520
$51.23亿2026Q2 申报市值
20持仓数
87.6%前十大占比 · 第一大 20.0%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CSGP 加仓+$3,826.38万
NOW 加仓+$1,489.20万
2026Q2 卖出最多 按季末市值估算
BN 减仓-$2.09亿
V 减仓-$1.81亿
KKR 减仓-$1.59亿
ORLY 减仓-$1.59亿
MA 减仓-$1.50亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $409.52万 | 0.08% | 8,184 | -2,155 | -20.8% | -$107.83万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $478.51万 | 0.09% | 29,254 | -21,518 | -42.4% | -$351.97万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $891.25万 | 0.17% | 250,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC 看涨期权 | $1,566.60万 | 0.31% | 100,000 | 0 | 0.0% | — | 不变 |
| SOPH | SOPHIA GENETICS SA | $2,145.94万 | 0.42% | 3,719,140 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $2,150.42万 | 0.42% | 443,385 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.12亿 | 2.20% | 717,799 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.24亿 | 2.42% | 1,246,099 | 150,000 | 13.7% | $1,489.20万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1.54亿 | 3.01% | 29,858,935 | -1,654,135 | -5.2% | -$853.53万 | 减仓 |
| ABNB | AIRBNB INC | $1.69亿 | 3.31% | 1,183,749 | -850,724 | -41.8% | -$1.22亿 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.99亿 | 3.89% | 2,161,818 | -1,723,995 | -44.4% | -$1.59亿 | 减仓 |
| CPRT | COPART INC | $2.25亿 | 4.39% | 7,985,808 | -13,130 | -0.2% | -$37.01万 | 减仓 |
| CSGP | COSTAR GROUP INC | $3.31亿 | 6.47% | 11,699,396 | 1,351,123 | 13.1% | $3,826.38万 | 加仓 |
| V | VISA INC | $3.81亿 | 7.44% | 1,110,881 | -527,917 | -32.2% | -$1.81亿 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $3.98亿 | 7.77% | 1,176,562 | -80,670 | -6.4% | -$2,729.79万 | 减仓 |
| FICO | FAIR ISAAC CORP | $4.32亿 | 8.44% | 361,826 | -1,939 | -0.5% | -$231.67万 | 减仓 |
| KKR | KKR & CO L P DEL | $4.57亿 | 8.93% | 4,981,486 | -1,736,592 | -25.8% | -$1.59亿 | 减仓 |
| BN | BROOKFIELD CORP | $5.16亿 | 10.08% | 12,119,927 | -4,907,150 | -28.8% | -$2.09亿 | 减仓 |
| MCO | MOODYS CORP | $5.24亿 | 10.23% | 1,156,893 | -89,221 | -7.2% | -$4,041.00万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $10.22亿 | 19.95% | 1,989,906 | -291,200 | -12.8% | -$1.50亿 | 减仓 |