AKRE CAPITAL MANAGEMENT LLC
Top Portfolio Positions
19 positions ·
$6,316,415,842 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MA |
Mastercard Inc
Financial Services
|
2,281,106 | $1,139,777,423 | 18.04% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
17,027,077 | $689,085,806 | 10.91% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
6,718,078 | $621,422,215 | 9.84% | |
| MCO |
Moodys Corp /De/
Financial Services
|
1,246,114 | $543,617,232 | 8.61% | |
| V |
Visa Inc.
Financial Services
|
1,638,798 | $495,310,307 | 7.84% | |
| ROP |
Roper Technologies Inc
Technology
|
1,257,232 | $444,884,115 | 7.04% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
10,348,273 | $417,449,332 | 6.61% | |
| FICO |
Fair Isaac Corp
Technology
|
363,765 | $388,333,688 | 6.15% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
61,826,070 | $370,956,420 | 5.87% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
3,885,813 | $358,699,398 | 5.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CCC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,878,000 | 30,313,000 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $189,078,420 | 31,513,070 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $197,454,022 | 24,836,984 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $148,220,866 | 16,270,128 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $138,986,904 | 14,770,128 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $119,109,167 | 13,190,384 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $125,292,798 | 10,681,398 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $118,029,447 | 10,681,398 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $86,832,671 | 7,815,722 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $83,720,000 | 7,000,000 | Shares | Sole | 2024-05-23 | |
| No 13F history on record for this holder in this stock. | ||||||