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 CSGP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,449,332 | 10,348,273 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $646,701,208 | 9,617,805 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $785,188,139 | 9,306,485 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $748,462,252 | 9,309,232 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $737,915,894 | 9,313,592 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $666,780,669 | 9,313,880 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $673,987,975 | 8,934,093 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $650,239,161 | 8,770,423 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $701,473,071 | 7,261,626 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $634,072,913 | 7,255,669 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $557,392,987 | 7,249,226 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $632,917,270 | 7,111,430 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $489,621,955 | 7,111,430 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $549,571,310 | 7,111,430 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $495,311,099 | 7,111,430 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $429,601,486 | 7,111,430 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $643,997,469 | 9,668,180 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $771,676,580 | 9,764,350 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $840,203,780 | 9,763,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $808,952,632 | 9,767,600 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $80,278,927 | 976,760 | Shares | Sole | 2021-07-09 | |
| 2020-12-31 | $89,281,843 | 965,961 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $81,354,544 | 958,793 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $67,894,071 | 955,353 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $25,738,118 | 438,312 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||