Akre Capital Management LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 19
- Portfolio value:
- $6,134,536,000
- Filed:
- May 14, 2026
- CIK:
- 1112520
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| MAhist | MASTERCARD INCORPORATED | 18.58 | Reduce 24.00% | 2,281,106 | $499.66 | $1.14B |
| BNhist | BROOKFIELD CORP | 11.23 | Reduce 37.00% | 17,027,077 | $40.47 | $689.09M |
| KKRhist | KKR & CO L P DEL | 10.13 | Reduce 17.00% | 6,718,078 | $92.50 | $621.42M |
| MCOhist | MOODYS CORP | 8.86 | Reduce 28.00% | 1,246,114 | $436.25 | $543.62M |
| Vhist | VISA INC | 8.07 | Reduce 39.00% | 1,638,798 | $302.24 | $495.31M |
| ROPhist | ROPER TECHNOLOGIES INC | 7.25 | Add 14.00% | 1,257,232 | $353.86 | $444.88M |
| CSGPhist | COSTAR GROUP INC | 6.80 | Add 8.00% | 10,348,273 | $40.34 | $417.45M |
| FICOhist | FAIR ISAAC CORP | 6.33 | Add 31.00% | 363,765 | $1067.54 | $388.33M |
| ORLYhist | OREILLY AUTOMOTIVE INC | 5.85 | Reduce 42.00% | 3,885,813 | $92.31 | $358.70M |
| CPRThist | COPART INC | 4.33 | Add 2.00% | 7,998,938 | $33.20 | $265.56M |
| ABNBhist | AIRBNB INC | 4.19 | Reduce 41.00% | 2,034,473 | $126.28 | $256.91M |
| CCChist | CCC INTELLIGENT SOLUTIONS HL | 3.08 | Add 27.00% | 31,513,070 | $6.00 | $189.08M |
| CRMCALLhist | SALESFORCE INC | 2.49 | Buy | 817,799 | $186.67 | $152.66M |
| NOWhist | SERVICENOW INC | 1.87 | Buy | 1,096,099 | $104.55 | $114.60M |
| GSHDhist | GOOSEHEAD INS INC | 0.31 | Add 19.00% | 443,385 | $42.66 | $18.91M |
| SOPHhist | SOPHIA GENETICS SA | 0.30 | — | 3,719,140 | $4.95 | $18.41M |
| AMThist | AMERICAN TOWER CORP NEW | 0.14 | Reduce 80.00% | 50,772 | $172.58 | $8.76M |
| PRMhist | PERIMETER SOLUTIONS INC | 0.10 | Buy | 250,000 | $24.42 | $6.11M |
| BRK.Bhist | BERKSHIRE HATHAWAY INC DEL | 0.08 | Reduce 13.00% | 10,339 | $479.16 | $4.95M |
| DHRhist | DANAHER CORPORATION | 0.00 | Sell | 0 | — | $0 |
| KMXhist | CARMAX INC | 0.00 | Sell | 0 | — | $0 |