Akre Capital Management
Famous investors & activistsFiles as AKRE CAPITAL MANAGEMENT LLC (SEC CIK 1112520). Portfolio from its latest quarterly 13F-HR filing.
- $5.12B
- Tracked value
- 19
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | MAMastercard Inc | 20.0% | ▼ 12.8% | 1,989,906 | $1.02B |
| 2 | MCOMOODYS CORP /DE/ | 10.2% | ▼ 7.2% | 1,156,893 | $523.98M |
| 3 | BNBROOKFIELD Corp /ON/ | 10.1% | ▼ 28.8% | 12,119,927 | $516.19M |
| 4 | KKRKKR & Co. Inc. | 8.9% | ▼ 25.8% | 4,981,486 | $457.2M |
| 5 | FICOFAIR ISAAC CORP | 8.4% | ▼ 0.5% | 361,826 | $432.3M |
| 6 | ROPROPER TECHNOLOGIES INC | 7.8% | ▼ 6.4% | 1,176,562 | $398.14M |
| 7 | VVISA INC. | 7.4% | ▼ 32.2% | 1,110,881 | $381.13M |
| 8 | CSGPCOSTAR GROUP, INC. | 6.5% | ▲ 13.1% | 11,699,396 | $331.33M |
| 9 | CPRTCOPART INC | 4.4% | ▼ 0.2% | 7,985,808 | $225.12M |
| 10 | ORLYO REILLY AUTOMOTIVE INC | 3.9% | ▼ 44.4% | 2,161,818 | $199.08M |
| 11 | ABNBAirbnb, Inc. | 3.3% | ▼ 41.8% | 1,183,749 | $169.39M |
| 12 | CCCCCC Intelligent Solutions Holdings Inc. | 3.0% | ▼ 5.2% | 29,858,935 | $154.07M |
| 13 | CRMSalesforce, Inc. | 2.5% | unch. | 817,799 | $128.12M |
| 14 | NOWServiceNow, Inc. | 2.4% | ▲ 13.7% | 1,246,099 | $123.71M |
| 15 | GSHDGoosehead Insurance, Inc. | 0.4% | unch. | 443,385 | $21.5M |
| 16 | SOPHSOPHiA GENETICS SA | 0.4% | unch. | 3,719,140 | $21.46M |
| 17 | PRMPerimeter Solutions, Inc. | 0.2% | unch. | 250,000 | $8.91M |
| 18 | AMTAMERICAN TOWER CORP /MA/ | 0.1% | ▼ 42.4% | 29,254 | $4.79M |
| 19 | BRK-BBERKSHIRE HATHAWAY INC | 0.1% | ▼ 20.8% | 8,184 | $4.1M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.