EdgeMarket › What Akre Capital Management Llc reported owning
What Akre Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.1BPositions
20Quarter
2026-03-31Shown below
19largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MA Mastercard Inc | 1.1B | 18.6% | 2.3M | 580.63 | -2.0% |
| BN BROOKFIELD Corp /ON/ | 689.1M | 11.2% | 17.0M | 41.69 | -2.4% |
| KKR KKR & Co. Inc. | 621.4M | 10.1% | 6.7M | 108.48 | -21.4% |
| MCO MOODYS CORP /DE/ | 543.6M | 8.9% | 1.2M | 503.32 | -2.3% |
| V VISA INC. | 495.3M | 8.1% | 1.6M | 371.04 | +7.9% |
| ROP ROPER TECHNOLOGIES INC | 444.9M | 7.3% | 1.3M | 411.79 | -23.8% |
| CSGP COSTAR GROUP, INC. | 417.4M | 6.8% | 10.3M | 32.26 | -63.4% |
| FICO FAIR ISAAC CORP | 388.3M | 6.3% | 363.8K | 1,172.67 | -12.8% |
| ORLY O REILLY AUTOMOTIVE INC | 358.7M | 5.8% | 3.9M | 89.11 | -14.3% |
| CPRT COPART INC | 265.6M | 4.3% | 8.0M | 33.80 | -29.0% |
| ABNB Airbnb, Inc. | 256.9M | 4.2% | 2.0M | 187.30 | +49.9% |
| CCC CCC Intelligent Solutions Holdings Inc. | 189.1M | 3.1% | 31.5M | 7.46 | -24.0% |
| CRM Salesforce, Inc. | 134.0M | 2.2% | 717.8K | 209.17 | -15.1% |
| NOW ServiceNow, Inc. | 114.6M | 1.9% | 1.1M | 128.48 | -27.8% |
| GSHD Goosehead Insurance, Inc. | 18.9M | 0.3% | 443.4K | 72.52 | -18.1% |
| SOPH SOPHiA GENETICS SA | 18.4M | 0.3% | 3.7M | 8.65 | +141.6% |
| AMT AMERICAN TOWER CORP /MA/ | 8.8M | 0.1% | 50.8K | 175.80 | -16.1% |
| PRM Perimeter Solutions, Inc. | 6.1M | 0.1% | 250.0K | 31.44 | +70.7% |
| unmapped CUSIP 084670702 | 5.0M | 0.1% | 10.3K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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