StockMA - Mastercard Inc.
% de la cartera16.11
Actividad recienteReduce 2.94%
Comparte3,920,592
Precio$493.80
Valor$1,935,988,000
Precio Actual$504.67
Precio reportado2.20%
52 Week Low$423.08
52 Week High$536.91
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Chuck Akre - Akre Capital Management
Chuck Akre - Akre Capital ManagementFecha: 30 Jun 2026Inversiones: 19Valor: $5,106,870,000
Inversiones actuales
StockMCO - Moody's Corp.
% de la cartera13.28
Actividad recienteReduce 20.33%
Comparte3,362,880
Precio$474.59
Valor$1,595,989,000
Precio Actual$452.81
Precio reportado-4.59%
52 Week Low$358.01
52 Week High$503.95
StockKKR - KKR & Co. L.P.
% de la cartera12.38
Actividad recienteReduce 16.77%
Comparte11,393,836
Precio$130.58
Valor$1,487,807,000
Precio Actual$140.93
Precio reportado7.93%
52 Week Low$79.70
52 Week High$163.68
StockAMT - American Tower Corp.
% de la cartera11.71
Actividad recienteReduce 1.33%
Comparte6,052,532
Precio$232.56
Valor$1,407,577,000
Precio Actual$173.46
Precio reportado-25.41%
52 Week Low$166.36
52 Week High$239.67
StockORLY - O'Reilly Automotive
% de la cartera8.81
Actividad recienteReduce 3.87%
Comparte919,065
Precio$1151.60
Valor$1,058,395,000
Precio Actual$1197.60
Precio reportado3.99%
52 Week Low$935.75
52 Week High$1283.97
StockBN - Brookfield Corp.
% de la cartera8.38
Actividad recienteAdd 2.56%
Comparte18,938,431
Precio$53.15
Valor$1,006,578,000
Precio Actual$54.91
Precio reportado3.31%
52 Week Low$37.53
52 Week High$62.35
StockV - Visa Inc.
% de la cartera7.49
Actividad reciente—
Comparte3,271,740
Precio$274.95
Valor$899,565,000
Precio Actual$307.71
Precio reportado11.91%
52 Week Low$251.72
52 Week High$321.62
StockROP - Roper Technologies Inc.
% de la cartera6.94
Actividad recienteReduce 2.87%
Comparte1,499,429
Precio$556.44
Valor$834,342,000
Precio Actual$502.71
Precio reportado-9.66%
52 Week Low$502.10
52 Week High$579.15
StockCSGP - CoStar Group Inc.
% de la cartera5.61
Actividad recienteAdd 1.87%
Comparte8,934,093
Precio$75.44
Valor$673,988,000
Precio Actual$69.87
Precio reportado-7.38%
52 Week Low$68.26
52 Week High$100.38
StockDHR - Danaher Corp.
% de la cartera4.11
Actividad reciente—
Comparte1,775,400
Precio$278.02
Valor$493,597,000
Precio Actual$235.07
Precio reportado-15.45%
52 Week Low$221.57
52 Week High$281.10
StockABNB - Airbnb Inc.
% de la cartera2.80
Actividad recienteAdd 183.09%
Comparte2,649,398
Precio$126.81
Valor$335,970,000
Precio Actual$129.63
Precio reportado2.22%
52 Week Low$110.38
52 Week High$170.10
StockCCCS - CCC Intelligent Solutions Hldgs Inc.
% de la cartera0.98
Actividad recienteAdd 36.67%
Comparte10,681,398
Precio$11.05
Valor$118,029,000
Precio Actual$11.10
Precio reportado0.45%
52 Week Low$9.79
52 Week High$12.88
StockKMX - CarMax Inc.
% de la cartera0.84
Actividad recienteReduce 39.54%
Comparte1,297,151
Precio$77.38
Valor$100,374,000
Precio Actual$78.34
Precio reportado1.24%
52 Week Low$65.83
52 Week High$91.25
StockGSHD - Goosehead Insurance Inc.
% de la cartera0.27
Actividad reciente—
Comparte366,125
Precio$89.30
Valor$32,695,000
Precio Actual$98.59
Precio reportado10.40%
52 Week Low$50.47
52 Week High$130.39
StockDBRG - DigitalBridge Group Inc.
% de la cartera0.15
Actividad recienteReduce 63.90%
Comparte1,315,076
Precio$14.13
Valor$18,582,000
Precio Actual$10.61
Precio reportado-24.91%
52 Week Low$10.50
52 Week High$20.93
StockSOPH - Sophia Genetics SA
% de la cartera0.07
Actividad recienteAdd 16.51%
Comparte2,237,504
Precio$3.65
Valor$8,167,000
Precio Actual$2.89
Precio reportado-20.82%
52 Week Low$2.70
52 Week High$7.37
StockBRK.B - Berkshire Hathaway CL B
% de la cartera0.06
Actividad recienteReduce 3.91%
Comparte15,274
Precio$460.26
Valor$7,030,000
Precio Actual$442.66
Precio reportado-3.82%
52 Week Low$357.98
52 Week High$491.67
StockVRSK - Verisk Analytics Inc.
% de la cartera0.03
Actividad recienteReduce 22.97%
Comparte12,378
Precio$267.98
Valor$3,317,000
Precio Actual$268.63
Precio reportado0.24%
52 Week Low$216.41
52 Week High$296.18
StockCPRT - Copart Inc.
% de la cartera0.58
Actividad recienteBuy
Comparte1,200,000
Precio$49.07
Valor$58,884,000
Precio Actual$46.86
Precio reportado-4.50%
52 Week Low$45.05
52 Week High$64.38
StockFICO - Fair Isaac Corp.
% de la cartera0.16
Actividad recienteBuy
Comparte9,148
Precio$1827.94
Valor$16,722,000
Precio Actual$1318.18
Precio reportado-27.89%
52 Week Low$1300.00
52 Week High$2402.52
StockCCC - CCC Intelligent Solutions Hldgs Inc.
% de la cartera1.36
Actividad recienteAdd 11.98%
Comparte14,770,128
Precio$9.41
Valor$138,987,000
Precio Actual$8.82
Precio reportado-6.27%
52 Week Low$8.14
52 Week High$12.88
StockCRM - Salesforce.com
% de la cartera2.19
Actividad recienteBuy
Comparte717,799
Precio$186.67
Valor$133,992,000
Precio Actual$167.58
Precio reportado-10.23%
52 Week Low$163.52
52 Week High$290.01
StockNOW - ServiceNow Inc.
% de la cartera1.87
Actividad recienteBuy
Comparte1,096,099
Precio$104.55
Valor$114,597,000
Precio Actual$90.50
Precio reportado-13.44%
52 Week Low$81.24
52 Week High$211.48
StockPRM - Perimeter Solutions SA
% de la cartera0.10
Actividad recienteBuy
Comparte250,000
Precio$24.42
Valor$6,105,000
Precio Actual$34.00
Precio reportado39.23%
52 Week Low$11.55
52 Week High$34.89
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
MA - Mastercard Inc.
16.11
Reduce 2.94%
3,920,592
$493.80
$1,935,988,000
$504.67
2.20%
$423.08
$536.91
MCO - Moody's Corp.
13.28
Reduce 20.33%
3,362,880
$474.59
$1,595,989,000
$452.81
-4.59%
$358.01
$503.95
KKR - KKR & Co. L.P.
12.38
Reduce 16.77%
11,393,836
$130.58
$1,487,807,000
$140.93
7.93%
$79.70
$163.68
AMT - American Tower Corp.
11.71
Reduce 1.33%
6,052,532
$232.56
$1,407,577,000
$173.46
-25.41%
$166.36
$239.67
ORLY - O'Reilly Automotive
8.81
Reduce 3.87%
919,065
$1151.60
$1,058,395,000
$1197.60
3.99%
$935.75
$1283.97
BN - Brookfield Corp.
8.38
Add 2.56%
18,938,431
$53.15
$1,006,578,000
$54.91
3.31%
$37.53
$62.35
V - Visa Inc.
7.49
—
3,271,740
$274.95
$899,565,000
$307.71
11.91%
$251.72
$321.62
ROP - Roper Technologies Inc.
6.94
Reduce 2.87%
1,499,429
$556.44
$834,342,000
$502.71
-9.66%
$502.10
$579.15
CSGP - CoStar Group Inc.
5.61
Add 1.87%
8,934,093
$75.44
$673,988,000
$69.87
-7.38%
$68.26
$100.38
DHR - Danaher Corp.
4.11
—
1,775,400
$278.02
$493,597,000
$235.07
-15.45%
$221.57
$281.10
ABNB - Airbnb Inc.
2.80
Add 183.09%
2,649,398
$126.81
$335,970,000
$129.63
2.22%
$110.38
$170.10
CCCS - CCC Intelligent Solutions Hldgs Inc.
0.98
Add 36.67%
10,681,398
$11.05
$118,029,000
$11.10
0.45%
$9.79
$12.88
KMX - CarMax Inc.
0.84
Reduce 39.54%
1,297,151
$77.38
$100,374,000
$78.34
1.24%
$65.83
$91.25
GSHD - Goosehead Insurance Inc.
0.27
—
366,125
$89.30
$32,695,000
$98.59
10.40%
$50.47
$130.39
DBRG - DigitalBridge Group Inc.
0.15
Reduce 63.90%
1,315,076
$14.13
$18,582,000
$10.61
-24.91%
$10.50
$20.93
SOPH - Sophia Genetics SA
0.07
Add 16.51%
2,237,504
$3.65
$8,167,000
$2.89
-20.82%
$2.70
$7.37
BRK.B - Berkshire Hathaway CL B
0.06
Reduce 3.91%
15,274
$460.26
$7,030,000
$442.66
-3.82%
$357.98
$491.67
VRSK - Verisk Analytics Inc.
0.03
Reduce 22.97%
12,378
$267.98
$3,317,000
$268.63
0.24%
$216.41
$296.18
CPRT - Copart Inc.
0.58
Buy
1,200,000
$49.07
$58,884,000
$46.86
-4.50%
$45.05
$64.38
FICO - Fair Isaac Corp.
0.16
Buy
9,148
$1827.94
$16,722,000
$1318.18
-27.89%
$1300.00
$2402.52
CCC - CCC Intelligent Solutions Hldgs Inc.
1.36
Add 11.98%
14,770,128
$9.41
$138,987,000
$8.82
-6.27%
$8.14
$12.88
CRM - Salesforce.com
2.19
Buy
717,799
$186.67
$133,992,000
$167.58
-10.23%
$163.52
$290.01
NOW - ServiceNow Inc.
1.87
Buy
1,096,099
$104.55
$114,597,000
$90.50
-13.44%
$81.24
$211.48
PRM - Perimeter Solutions SA
0.10
Buy
250,000
$24.42
$6,105,000
$34.00
39.23%
$11.55
$34.89