AlphaYouAkre Capital Management LLC
Bought Salesforce, sold out of Danaher. Portfolio down 33% to $6.1B.
$6.1B portfolio20 holdingstop 10 = 87%filed 2026-05-14
- 1MAMastercard Incorporated18.58%$1.1B - 2.3M shares-724K
- 2BNBrookfield Corp11.23%$689.1M - 17.0M shares-9.8M
- 3KKRKKR & Co L P Del10.13%$621.4M - 6.7M shares-1.4M
- 4MCOMoodys Corp8.86%$543.6M - 1.2M shares-489K
- 5VVisa Inc8.07%$495.3M - 1.6M shares-1.0M
- $444.9M - 1.3M shares+152K
- 7CSGPCostar Group Inc6.80%$417.4M - 10.3M shares+730K
- 8FICOFair Isaac Corp6.33%$388.3M - 364K shares+86K
- $358.7M - 3.9M shares-2.8M
- 10CPRTCopart Inc4.33%$265.6M - 8.0M shares+131K
- 11ABNBAirbnb Inc4.19%$256.9M - 2.0M shares-1.4M
- 12CCCCCC Intelligent Solutions 3.08%$189.1M - 31.5M shares+6.7M
- 13CRMSalesforce Inc2.18%$134.0M - 718K sharesNEW
- 14NOWServicenow Inc1.87%$114.6M - 1.1M sharesNEW
- 15GSHDGoosehead Ins Inc0.31%$18.9M - 443K shares+72K
- 16CRM callsSalesforce Inc0.30%$18.7M - 100K sharesNEW
- 17Sophia Genetics SA0.30%$18.4M - 3.7M shares-
- 18AMTAmerican Tower Corp New0.14%$8.8M - 51K shares-204K
- 19PRMPerimeter Solutions Inc0.10%$6.1M - 250K sharesNEW
- 20Berkshire Hathaway Inc Del0.08%$5.0M - 10K shares-2K
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.