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 MCO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,617,232 | 1,246,114 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $886,442,756 | 1,735,231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,009,636,819 | 2,118,949 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,156,377,624 | 2,305,424 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,134,168,436 | 2,435,458 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,457,471,673 | 3,078,927 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,595,989,219 | 3,362,880 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,776,789,306 | 4,221,104 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,750,149,620 | 4,452,967 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $1,865,681,686 | 4,776,940 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,610,774,225 | 5,094,646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,836,386,861 | 5,281,223 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,745,472,285 | 5,703,785 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,589,188,576 | 5,703,785 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,386,647,171 | 5,703,785 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,551,182,254 | 5,703,505 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,909,643,425 | 5,659,712 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,195,488,066 | 5,621,097 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,995,730,983 | 5,620,036 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,038,423,654 | 5,625,255 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,679,933,575 | 5,625,845 | Shares | Sole | 2021-07-09 | |
| 2020-12-31 | $1,634,836,299 | 5,632,705 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,633,116,057 | 5,634,349 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,548,472,787 | 5,636,344 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,192,509,121 | 5,638,341 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||