AKRE CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings20 positions
<![CDATA[Mastercard Incorporated]]> | 2.3M | $1.1B | 18.6% | $186.82 | +166.15% | 30 qtrssince 2018-Q4 | Decreased 0 |
BROOKFIELD CORP | 17M | $689.1M | 11.2% | $21.26 | +89.70% | 14 qtrssince 2022-Q4 | Decreased 0 |
KKR & CO INC | 6.7M | $621.4M | 10.1% | $24.39 | +277.77% | 30 qtrssince 2018-Q4 | Decreased 0 |
MOODY'S | 1.2M | $543.6M | 8.9% | $133.36 | +225.65% | 30 qtrssince 2018-Q4 | Decreased 0 |
VISA - CLASS A | 1.6M | $495.3M | 8.1% | $126.90 | +137.25% | 30 qtrssince 2018-Q4 | Decreased 0 |
ROPER TECHNOLOGIES | 1.3M | $444.9M | 7.3% | $280.35 | +25.27% | 30 qtrssince 2018-Q4 | Increased 72 |
COSTAR GROUP INC | 10.3M | $417.4M | 6.8% | $66.04 | -38.91% | 26 qtrssince 2019-Q4 | Increased 68 |
FAIR ISAAC CORP | 363,765 | $388.3M | 6.3% | $1,411.92 | -24.39% | 4 qtrssince 2025-Q2 | Increased 80 |
O'REILLY AUTOMOTIVE | 3.9M | $358.7M | 5.8% | $22.96 | +301.97% | 30 qtrssince 2018-Q4 | Decreased 0 |
COPART | 8M | $265.6M | 4.3% | $42.75 | -22.34% | 4 qtrssince 2025-Q2 | Increased 60 |
AIRBNB | 2M | $256.9M | 4.2% | $133.81 | -5.63% | 8 qtrssince 2024-Q2 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HL | 31.5M | $189.1M | 3.1% | $9.01 | -33.38% | 9 qtrssince 2024-Q1 | Increased 72 |
SALESFORCE | 717,799 | $134M | 2.2% | $185.40 | 0.00% | 1 qtr | New 81 |
SERVICENOW INC | 1.1M | $114.6M | 1.9% | $104.55 | 0.00% | 1 qtr | New 72 |
GOOSEHEAD INS INC | 443,385 | $18.9M | 0.3% | $54.99 | -22.42% | 30 qtrssince 2018-Q4 | Increased 43 |
SALESFORCE | 100,000 | $18.7M | 0.3% | — | — | — | New — |
SOPHIA GENETICS SA | 3.7M | $18.4M | 0.3% | — | — | 9 qtrssince 2024-Q1 | Unchanged 0 |
AMERICAN TOWER CORP | 50,772 | $8.8M | 0.1% | $129.77 | +29.04% | 30 qtrssince 2018-Q4 | Decreased 0 |
PERIMETER SOLUTIONS INC | 250,000 | $6.1M | 0.1% | $24.42 | 0.00% | 1 qtr | New 41 |
BERKSHIRE HATHAWAY B | 10,339 | $5M | 0.1% | $207.00 | +131.50% | 30 qtrssince 2018-Q4 | Decreased 0 |
AKRE CAPITAL MANAGEMENT LLC manages $6.1B across 20 positions as of Q1 2026. Top holdings: MA (18.6%), BN (11.2%), KKR (10.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Added 3 new positions, exited 2, increased 6, trimmed 9. Top move: CRM (NEW, conviction 81). Portfolio: $6.1B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR