AKRE CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings19 positions
MASTERCARD INCORPORATED | 3.3M | $1.9B | 18.1% | $186.82 | +198.07% | 27 qtrssince 2018-Q4 | Decreased 0 |
BROOKFIELD CORP | 19.2M | $1.2B | 11.6% | $21.26 | +92.42% | 11 qtrssince 2022-Q4 | Increased 65 |
KKR & CO INC | 8.8M | $1.2B | 11.5% | $24.39 | +440.76% | 27 qtrssince 2018-Q4 | Unchanged 0 |
MOODYS CORP | 2.3M | $1.2B | 11.3% | $133.36 | +272.21% | 27 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.2M | $1.1B | 11.0% | $126.90 | +177.09% | 27 qtrssince 2018-Q4 | Unchanged 0 |
OREILLY AUTOMOTIVE INC | 9.4M | $848.2M | 8.3% | $22.96 | +292.48% | 27 qtrssince 2018-Q4 | Increased 100 |
ROPER TECHNOLOGIES INC | 1.4M | $815.9M | 8.0% | $270.60 | +106.82% | 27 qtrssince 2018-Q4 | Decreased 0 |
COSTAR GROUP INC | 9.3M | $748.5M | 7.3% | $68.02 | +18.21% | 23 qtrssince 2019-Q4 | Decreased 0 |
AIRBNB INC | 3.5M | $459.6M | 4.5% | $133.81 | -1.10% | 5 qtrssince 2024-Q2 | Increased 71 |
DANAHER CORP DEL | 1.8M | $350.7M | 3.4% | $98.81 | +98.10% | 27 qtrssince 2018-Q4 | Unchanged 0 |
AMERICAN TOWER CORP | 915,249 | $202.3M | 2.0% | $129.77 | +62.23% | 27 qtrssince 2018-Q4 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HL | 14.8M | $139M | 1.4% | $10.97 | -14.19% | 6 qtrssince 2024-Q1 | Increased 56 |
COPART INC | 1.2M | $58.9M | 0.6% | $49.07 | 0.00% | 1 qtr | New 60 |
Goosehead Ins Inc Cl A | 366,125 | $38.6M | 0.4% | $57.17 | +84.54% | 27 qtrssince 2018-Q4 | Unchanged 0 |
FAIR ISAAC CORP | 9,148 | $16.7M | 0.2% | $1,827.96 | 0.00% | 1 qtr | New 50 |
SOPHIA GENETICS SA | 3.7M | $11.5M | 0.1% | $3.94 | -21.59% | 6 qtrssince 2024-Q1 | Increased 52 |
CARMAX INC | 150,600 | $10.1M | 0.1% | $65.37 | +2.82% | 27 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 13,985 | $6.8M | 0.1% | $207.00 | +134.67% | 27 qtrssince 2018-Q4 | Decreased 0 |
VERISK ANALYTICS INC | 8,639 | $2.7M | 0.0% | $103.51 | +197.42% | 27 qtrssince 2018-Q4 | Decreased 0 |
AKRE CAPITAL MANAGEMENT LLC manages $10.2B across 19 positions as of Q2 2025. Top holdings: MA (18.1%), BN (11.6%), KKR (11.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 2 new positions, exited 1, increased 5, trimmed 8. Top move: ORLY (INCREASED, conviction 100). Portfolio: $10.2B across 19 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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