Institutions / Akre Capital Management, LLC
Akre Capital Management, LLC
CIK 1112520 · Institution · as of Mar 31, 2026
Portfolio value
$6.12B
Positions
19
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$6.12B-32.9%Positions
19+5.6%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Mastercard Inc | $1.14B | 18.6% |
| Brookfield Corp | $689.09M | 11.3% |
| KKR & Co L P Del | $621.42M | 10.2% |
| Moody's Corp | $543.62M | 8.9% |
| Visa Inc | $495.31M | 8.1% |
| Roper Technologies Inc | $444.88M | 7.3% |
| CoStar Group Inc | $417.45M | 6.8% |
| Fair Isaac Corp | $388.33M | 6.3% |
| O Reilly Automotive Inc | $358.70M | 5.9% |
| Copart Inc | $265.56M | 4.3% |
| Airbnb, Inc. | $256.91M | 4.2% |
| CCC Intelligent Solutions Holdings Inc. | $189.08M | 3.1% |
| Salesforce Inc | $133.99M | 2.2% |
| ServiceNow Inc | $114.60M | 1.9% |
| Goosehead Insurance Inc | $18.91M | 0.3% |
| Sophia Genetics SA | $18.41M | 0.3% |
| American Tower Corp | $8.76M | 0.1% |
| Perimeter Solutions, Inc. | $6.11M | 0.1% |
| Warren E. Buffett | $4.95M | 0.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 11271J107 Common stock | $-397.28M | -9.8M -36.57% | 17,027,077 11.27% of portfolio | high |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-361.84M | -724K -24.10% | 2,281,106 18.64% of portfolio | high |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-313.67M | -1.0M -38.77% | 1,638,798 8.10% of portfolio | high |
| Q1 2026 as of | Trim | O Reilly Automotive Inc Common stock | $-261.61M | -2.8M -42.17% | 3,885,813 5.87% of portfolio | high |
| Q1 2026 as of | Trim | Moody's Corp Common stock | $-213.38M | -489K -28.19% | 1,246,114 8.89% of portfolio | high |
| Q1 2026 as of | Trim | Airbnb, Inc. Common stock | $-181.69M | -1.4M -41.42% | 2,034,473 4.20% of portfolio | high |
| Q1 2026 as of | New | Salesforce Inc Common stock | $133.99M | +718K | 717,799 2.19% of portfolio | high |
| Q1 2026 as of | Trim | 48251w104 Common stock | $-128.39M | -1.4M -17.12% | 6,718,078 10.16% of portfolio | high |
| Q1 2026 as of | New | ServiceNow Inc Common stock | $114.60M | +1.1M | 1,096,099 1.87% of portfolio | high |
| Q1 2026 as of | Add | Fair Isaac Corp Common stock | $92.15M | +86K +31.11% | 363,765 6.35% of portfolio | high |