Compounding Machine2025-12-31 기준
Chuck Akre
Akre Capital Management LLC
"컴파운딩 머신"이라 불리는 투자 철학의 소유자. 복리 성장이 가능한 우량 기업을 발굴하여 장기 보유하는 전략으로, $9B 규모를 운용한다.
$9.12BAUM
17Holdings
2025-12-31 요약
6개 종목 추가 매수 (CPRT, CCC, BN 등) · 9개 비중 축소 · 최대 보유: MA 18.8%
Portfolio Heatmap
크기 = 포트폴리오 비중 · 초록 = 보유량 늘림 · 빨강 = 보유량 줄임This Quarter's Trades
2025-12-31 기준
Holdings
17개 종목| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  VVISA INC | 18.31% | 2,676,628 | $938.72M | -9.99% | Partial Sell |
| 2 |  MCOMOODYS CORP | 17.29% | 1,735,231 | $886.44M | -18.11% | Partial Sell |
| 3 |  CSGPCOSTAR GROUP INC | 12.61% | 9,617,805 | $646.70M | +3.35% | Added |
| 4 |  ORLYOREILLY AUTOMOTIVE INC | 11.96% | 6,719,819 | $612.91M | -21.98% | Partial Sell |
| 5 |  ROPROPER TECHNOLOGIES INC | 9.60% | 1,105,153 | $491.94M | -4.45% | Partial Sell |
| 6 |  ABNBAIRBNB INC | 9.20% | 3,473,243 | $471.39M | +0.00% | No Change |
| 7 |  FICOFAIR ISAAC CORP | 9.15% | 277,445 | $469.05M | +6.36% | Added |
| 8 |  CPRTCOPART INC | 6.01% | 7,867,967 | $308.03M | +85.71% | Added |
| 9 |  CCCCCC INTELLIGENT SOLUTIONS HL | 3.85% | 24,836,984 | $197.45M | +52.65% | Added |
| 10 |  AMTAMERICAN TOWER CORP NEW | 0.87% | 255,267 | $44.82M | -42.36% | Partial Sell |
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