Fund · 13F archive
Akre Capital Management, LLC — 2025 Q4 holdings
Period end
Filed
Portfolio value
$9.12B
Positions
18
We track
3
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | MAMastercard Incorporated★ | CL A | $1.72B | 3.0M | 18.8% | TRIM |
| 2 | Brookfield Corp | CL A LTD VT SH | $1.23B | 26.8M | 13.5% | ADD |
| 3 | Kkr & Co L P Del | COM UNITS | $1.03B | 8.1M | 11.3% | TRIM |
| 4 | VVisa Inc.★ | COM CL A | $938.7M | 2.7M | 10.3% | TRIM |
| 5 | Moodys Corp | COM | $886.4M | 1.7M | 9.7% | TRIM |
| 6 | Costar Group Inc | COM | $646.7M | 9.6M | 7.1% | ADD |
| 7 | Oreilly Automotive Inc | COM | $612.9M | 6.7M | 6.7% | TRIM |
| 8 | Roper Technologies Inc | COM | $491.9M | 1.1M | 5.4% | TRIM |
| 9 | Airbnb Inc | COM CL A | $471.4M | 3.5M | 5.2% | HOLD |
| 10 | Fair Isaac Corp | COM | $469.1M | 277K | 5.1% | ADD |
| 11 | Copart Inc | COM | $308.0M | 7.9M | 3.4% | ADD |
| 12 | Ccc Intelligent Solutions Hl | COM | $197.5M | 24.8M | 2.2% | ADD |
| 13 | American Tower Corp New | COM | $44.8M | 255K | 0.5% | TRIM |
| 14 | Goosehead Ins Inc | COM CL A | $27.3M | 371K | 0.3% | ADD |
| 15 | Sophia Genetics Sa | ORDINARY SHARES | $17.4M | 3.7M | 0.2% | HOLD |
| 16 | Danaher Corporation | COM | $15.9M | 70K | 0.2% | TRIM |
| 17 | BRK-BBerkshire Hathaway Inc. Class B★ | CL B NEW | $6.0M | 12K | 0.1% | TRIM |
| 18 | Carmax Inc | COM | $5.8M | 151K | 0.1% | HOLD |