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Chuck Akre / Akre Capital

Tier 2 · PRIORITY · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $6,134,537,825 · 19 positions · top-10 87.4% · SEC filing history →

13FScore 33/100 — cloning their disclosed top holdings over ~4.6y returned -4%/yr vs S&P +11%/yr (alpha -15%/yr), ahead of the market in 32% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$CRM · SALESFORCE INC2.5%$152,658,539MedCloud CRM and enterprise software
$NOW · SERVICENOW INC1.9%$114,597,150MedCloud workflow and IT-service-management software
$PRM · PERIMETER SOLUTIONS INC0.1%$6,105,000MedFire-retardant and lubricant additives

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$FICO · FAIR ISAAC CORP6.3%+31%MedFICO credit scores and decision-analytics software
$CCC · CCC INTELLIGENT SOLUTIONS HL3.1%+27%MedSoftware for auto-insurance claims

Top holdings now

Issuer% bookBusiness
$MA · MASTERCARD INCORPORATED18.6%Global card payment network
$BN · BROOKFIELD CORP11.2%Global alternative asset manager (real assets)
KKR & CO L P DEL10.1%Global private-equity and alternative asset manager
$DUT · MOODYS CORP8.9%Credit ratings and financial-risk analytics
$V · VISA INC8.1%Global card payment network
$ROP · ROPER TECHNOLOGIES INC7.3%Niche software and engineered products
$CSGP · COSTAR GROUP INC6.8%Commercial real-estate data and marketplaces
$FICO · FAIR ISAAC CORP6.3%FICO credit scores and decision-analytics software
$ORLY · OREILLY AUTOMOTIVE INC5.8%Auto parts retailer
$CPRT · COPART INC4.3%Online salvage and used vehicle auctions

Generated 2026-06-27 · Alpha-Investor tracker