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Akre Capital Management

Akre Capital Management

Publicly disclosed long equity holdings.

20 / 20 quarters verified
Disclosed long shares$10.03B
Positions19
Top 10 concentration93.4%
New0
Increased3
Valuation basis

Value covers disclosed long shares only; options and principal amounts are excluded. Values flagged by cross-filer unit reconciliation are estimates.

Portfolio holdings

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FiledInvestorStockChangeShares ΔWeightSource
2025-11-13Akre Capital ManagementMAMASTERCARD INCORPORATEDCL ADecreased-4.2%17.89% -0.2 ppSEC filing
2025-11-13Akre Capital ManagementBNBROOKFIELD CORPCL A LTD VT SHUnchanged-0.0%13.14% +1.5 ppSEC filing
2025-11-13Akre Capital ManagementKKRKKR & CO L P DELCOM UNITSDecreased-1.5%11.29% -0.2 ppSEC filing
2025-11-13Akre Capital ManagementVVISA INCCOM CL ADecreased-6.3%10.12% -0.9 ppSEC filing
2025-11-13Akre Capital ManagementMCOMOODYS CORPCOMDecreased-8.1%10.07% -1.3 ppSEC filing
2025-11-13Akre Capital ManagementORLYOREILLY AUTOMOTIVE INCCOMDecreased-8.5%9.26% +0.9 ppSEC filing
2025-11-13Akre Capital ManagementCSGPCOSTAR GROUP INCCOMUnchanged-0.0%7.83% +0.5 ppSEC filing
2025-11-13Akre Capital ManagementROPROPER TECHNOLOGIES INCCOMDecreased-19.6%5.75% -2.2 ppSEC filing
2025-11-13Akre Capital ManagementAIRBNB INCAIRBNB INCCOM CL AUnchanged0.0%4.20% -0.3 ppSEC filing
2025-11-13Akre Capital ManagementFICOFAIR ISAAC CORPCOMIncreased+2,751.4%3.89% +3.7 ppSEC filing
2025-11-13Akre Capital ManagementCPRTCOPART INCCOMIncreased+253.1%1.90% +1.3 ppSEC filing
2025-11-13Akre Capital ManagementDHRDanaher Corp DelCOMDecreased-50.7%1.73% -1.7 ppSEC filing
2025-11-13Akre Capital ManagementCCCCcc Intelligent Solutions HlCOMIncreased+10.2%1.48% +0.1 ppSEC filing
2025-11-13Akre Capital ManagementAMERICAN TOWER CORP NEWAMERICAN TOWER CORP NEWCOMDecreased-51.6%0.85% -1.1 ppSEC filing
2025-11-13Akre Capital ManagementGOOSEHEAD INS INCGOOSEHEAD INS INCCOM CL AUnchanged0.0%0.27% -0.1 ppSEC filing
2025-11-13Akre Capital ManagementSOPHIA GENETICS SASOPHIA GENETICS SAORDINARY SHARESUnchanged0.0%0.18% +0.1 ppSEC filing
2025-11-13Akre Capital ManagementBRK/BBERKSHIRE HATHAWAY INC DELCL B NEWUnchanged0.0%0.07% +0.0 ppSEC filing
2025-11-13Akre Capital ManagementCARMAX INCCARMAX INCCOMUnchanged0.0%0.07% -0.0 ppSEC filing
2025-11-13Akre Capital ManagementVERISK ANALYTICS INCVERISK ANALYTICS INCCOMDecreased-4.2%0.02% -0.0 ppSEC filing

Latest changes

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Portfolio history

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QuarterPositionsDisclosed long share value
2026 Q219$5.11B
2026 Q119$6.12B
2025 Q418$9.12B
2025 Q319$10.03B
2025 Q219$10.21B
2025 Q118$10.40B
2024 Q418$11.56B
2024 Q318$12.02B
2024 Q219$11.37B
2024 Q121$24.18B
2023 Q418$11.88B
2023 Q317$10.89B
2023 Q218$12.00B
2023 Q118$11.35B
2022 Q419$11.05B
2022 Q320$11.32B
2022 Q221$12.48B
2022 Q121$14.45B
2021 Q422$17.23B
2021 Q323$16.24B

Sources & reporting managers

AKRE CAPITAL MANAGEMENT LLC · SEC

Original filings & information tables

0001112520-25-000029

HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.