AKRE CAPITAL MANAGEMENT LLC

CIK 1112520 · View on SEC EDGAR ↗

Portfolio value
$5.1B
#800 of 9,443 by 13F value · top 8.5%
Positions
20
As of
June 30, 2026

Portfolio value QoQ: -16.5% 13F does not disclose cash

Top 10 holdings weight
87.58%
Top 25 holdings weight
100.00%
Positions above 1%
14
Effective number of positions
10.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.94% Est. buys $53,155,803 · sells $1,063,092,680

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.3% still held

New positions
0
Increased
2
Decreased
13
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2025–Q2 2026
-15.6%
S&P 500 total return (same window)
+8.7%
Excess return
-24.3%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 89.1% · Options excluded: 0.1%

Sector breakdown

Financial Services
47.7%
Technology
24.1%
Real Estate
6.6%
Industrials
4.4%
Retail
3.9%
Consumer Discretionary
3.3%
Financials
0.4%
Health Care
0.4%
Materials
0.2%
Other/Unmapped
9.0%

Full portfolio 20 positions

Type Streak 8Q trend
MA Mastercard Incorporated Common Stock $1,022,015,722 19.95% 1,989,906 $-117,761,702 Down ×6
MCO Moody's Corporation Common Stock $523,979,978 10.23% 1,156,893 $-19,637,254 Down ×6
BN Brookfield Corporation Class A Limited Voting Shares $516,187,709 10.08% 12,119,927 $-172,898,114 Down ×2
Unknown issuer (CUSIP: 48251w104) $457,200,745 8.93% 4,981,486 $-164,221,429 Down ×4
FICO Fair Isaac Corporation Common Stock $432,302,468 8.44% 361,826 $43,968,780 Down ×1
ROP Roper Technologies, Inc. - Common Stock $398,136,815 7.77% 1,176,562 $-46,747,301 Down ×1
V Visa Inc. $381,132,162 7.44% 1,110,881 $-114,178,146 Down ×4
CSGP CoStar Group, Inc. - Common Stock $331,326,895 6.47% 11,699,396 $-86,122,438 Up ×3
CPRT Copart, Inc. - Common Stock $225,119,928 4.39% 7,985,808 $-40,444,814 Down ×1
ORLY O'Reilly Automotive, Inc. - Common Stock $199,081,820 3.89% 2,161,818 $-159,617,578 Down ×4
ABNB Airbnb, Inc. - Class A Common Stock $169,394,482 3.31% 1,183,749 $-87,518,768 Down ×2
CCC CCC Intelligent Solutions Holdings Inc. - Common Stock $154,072,105 3.01% 29,858,935 $-35,006,315 Down ×1
NOW ServiceNow, Inc. Common Stock $123,712,709 2.42% 1,246,099 $9,115,559 Up ×1
CRM Salesforce, Inc. Common Stock $112,450,391 2.20% 717,799 $-21,541,148
GSHD Goosehead Insurance, Inc. - Class A Common Stock $21,504,172 0.42% 443,385 $2,589,368
SOPH SOPHiA GENETICS SA - Ordinary Shares $21,459,438 0.42% 3,719,140 $3,049,695
CRM Salesforce, Inc. Common Stock $15,666,000 0.31% 100,000 Call option $-3,001,000
PRM Perimeter Solutions, SA Common Stock $8,912,500 0.17% 250,000 $2,807,500
AMT American Tower Corporation (REIT) Common Stock $4,785,077 0.09% 29,254 $-3,977,155 Down ×6
BRKB $4,095,192 0.08% 8,184 $-859,257 Down ×3

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
CSGP $331,326,895 6.47% up ×3

Top movers (QoQ)

Security Action Shares Δ Value Δ
BN Trimmed -4.9M -$172.9M
Trimmed -1.7M -$164.2M
ORLY Trimmed -1.7M -$159.6M
MA Trimmed -291K -$117.8M
V Trimmed -528K -$114.2M
ABNB Trimmed -851K -$87.5M
CSGP Bought more +1.4M -$86.1M
ROP Trimmed -81K -$46.7M
FICO Trimmed -2K +$44.0M
CPRT Trimmed -13K -$40.4M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
DHR March 31, 2026 69,516 $15,913,603 12.9%
KMX March 31, 2026 150,600 $5,819,184 48.1%
VRSK Dec. 31, 2025 8,279 $2,082,251 -16.8%
DBRG June 30, 2025 164,740 $1,453,003 53.9%