Akre Capital Management·CIK 1112520
29
Positions
$14.7B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
11.44% |
| $1,679,934,000 |
| AMT | 11.42% | $1,677,461,000 |
| V | 7.56% | $1,110,468,000 |
| KMX | 6.43% | $943,684,000 |
| CSGP | 5.47% | $802,789,000 |
| ORLY | 5.46% | $802,395,000 |
| ADBE | 4.95% | $727,254,000 |
| KKR | 4.89% | $719,747,000 |
| ROP | 4.77% | $699,980,000 |
| SBAC | 4.32% | $634,237,000 |
| BAMXXXX | 3.95% | $580,284,000 |
| LYV | 3.15% | $462,985,000 |
| VRSK | 2.94% | $432,393,000 |
| DLTR | 2.80% | $410,704,000 |
| DHR | 2.54% | $372,575,000 |
| ANSS | 1.41% | $207,051,000 |
| ALRM | 1.16% | $170,916,000 |
| CLNY | 0.46% | $68,071,000 |
| OLLI | 0.30% | $43,500,000 |
| GSHD | 0.18% | $26,084,000 |
| MKL | 0.11% | $15,551,000 |
| TDUP | 0.03% | $4,666,000 |
| BRKB | 0.03% | $4,585,000 |
| LAMR | 0.03% | $4,558,000 |
| PYPL | 0.01% | $1,214,000 |
| BRKA | 0.01% | $1,157,000 |
| TTD | 0.00% | $290,000 |
| GOOG | 0.00% | $83,000 |