Akre Capital Management·CIK 1112520
24
Positions
$15.4B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
12.55% |
| $2,038,424,000 |
| AMT | 11.67% | $1,895,373,000 |
| V | 7.55% | $1,226,325,000 |
| KMX | 5.66% | $918,658,000 |
| ADBE | 5.52% | $896,082,000 |
| ORLY | 5.51% | $895,469,000 |
| CSGP | 4.98% | $808,953,000 |
| ROP | 4.82% | $782,896,000 |
| CRM | 4.21% | $683,956,000 |
| BAMXXXX | 4.09% | $664,784,000 |
| SBAC | 3.79% | $615,152,000 |
| DHR | 2.74% | $444,216,000 |
| VRSK | 2.63% | $427,525,000 |
| DLTR | 2.20% | $356,973,000 |
| ANSS | 1.30% | $211,625,000 |
| ALRM | 1.03% | $167,592,000 |
| DBRG | 0.51% | $82,988,000 |
| OLLI | 0.26% | $42,065,000 |
| GSHD | 0.23% | $37,345,000 |
| MKL | 0.10% | $16,167,000 |
| BRKB | 0.03% | $4,988,000 |
| BAMR | 0.03% | $4,678,000 |
| TDUP | 0.00% | $654,000 |