Fund · 13F archive
Akre Capital Management, LLC — 2026 Q1 holdings
Period end
Filed
Portfolio value
$6.13B
Positions
20
We track
5
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | MAMastercard Incorporated★ | CL A | $1.14B | 2.3M | 18.6% | TRIM |
| 2 | Brookfield Corp | CL A LTD VT SH | $689.1M | 17.0M | 11.2% | TRIM |
| 3 | Kkr & Co L P Del | COM UNITS | $621.4M | 6.7M | 10.1% | TRIM |
| 4 | Moodys Corp | COM | $543.6M | 1.2M | 8.9% | TRIM |
| 5 | VVisa Inc.★ | COM CL A | $495.3M | 1.6M | 8.1% | TRIM |
| 6 | Roper Technologies Inc | COM | $444.9M | 1.3M | 7.3% | ADD |
| 7 | Costar Group Inc | COM | $417.4M | 10.3M | 6.8% | ADD |
| 8 | Fair Isaac Corp | COM | $388.3M | 364K | 6.3% | ADD |
| 9 | Oreilly Automotive Inc | COM | $358.7M | 3.9M | 5.8% | TRIM |
| 10 | Copart Inc | COM | $265.6M | 8.0M | 4.3% | ADD |
| 11 | Airbnb Inc | COM CL A | $256.9M | 2.0M | 4.2% | TRIM |
| 12 | Ccc Intelligent Solutions Hl | COM | $189.1M | 31.5M | 3.1% | ADD |
| 13 | CRMSalesforce, Inc.★ | COM | $134.0M | 718K | 2.2% | NEW |
| 14 | NOWServiceNow, Inc.★ | COM | $114.6M | 1.1M | 1.9% | NEW |
| 15 | Goosehead Ins Inc | COM CL A | $18.9M | 443K | 0.3% | ADD |
| 16 | CRMSalesforce, Inc.★ | Call | $18.7M | 100K | 0.3% | NEW |
| 17 | Sophia Genetics Sa | ORDINARY SHARES | $18.4M | 3.7M | 0.3% | HOLD |
| 18 | American Tower Corp New | COM | $8.8M | 51K | 0.1% | TRIM |
| 19 | Perimeter Solutions Inc | COMMON STOCK | $6.1M | 250K | 0.1% | NEW |
| 20 | BRK-BBerkshire Hathaway Inc. Class B★ | CL B NEW | $5.0M | 10K | 0.1% | TRIM |