Holders — by stockHoldings — by fund
AKRE CAPITAL MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001112520
$5.12B
disclosed book value
19
positions
20%
largest position share
Positions, as of 2026-06-30
top 20 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 2.0M | $1.02B | 20% |
| 2 | MCOMOODYS CORP | 1.2M | $524.0M | 10.2% |
| 3 | BNBROOKFIELD CORP | 12.1M | $516.2M | 10.1% |
| 4 | KKRKKR & CO L P DEL | 5.0M | $457.2M | 8.9% |
| 5 | FICOFAIR ISAAC CORP | 361,826 | $432.3M | 8.4% |
| 6 | ROPROPER TECHNOLOGIES INC | 1.2M | $398.1M | 7.8% |
| 7 | VVISA INC | 1.1M | $381.1M | 7.4% |
| 8 | CSGPCOSTAR GROUP INC | 11.7M | $331.3M | 6.5% |
| 9 | CPRTCOPART INC | 8.0M | $225.1M | 4.4% |
| 10 | ORLYOREILLY AUTOMOTIVE INC | 2.2M | $199.1M | 3.9% |
| 11 | ABNBAIRBNB INC | 1.2M | $169.4M | 3.3% |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 29.9M | $154.1M | 3% |
| 13 | NOWSERVICENOW INC | 1.2M | $123.7M | 2.4% |
| 14 | CRMSALESFORCE INC | 717,799 | $112.5M | 2.2% |
| 15 | GSHDGOOSEHEAD INS INC | 443,385 | $21.5M | 0.4% |
| 16 | SOPHIA GENETICS SA | 3.7M | $21.5M | 0.4% |
| 17 | CRMSALESFORCE INCCALL | 100,000 | $15.7M | 0.3% |
| 18 | PRMPERIMETER SOLUTIONS INC | 250,000 | $8.9M | 0.2% |
| 19 | AMTAMERICAN TOWER CORP NEW | 29,254 | $4.8M | 0.1% |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,184 | $4.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.