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
| SOLD |
| 3 | CLNY | 0.46% | $68,071,000 | SOLD |
| 4 | DLTR | 2.20% | $356,973,000 | ▼ -0.6% |
| 5 | MA | 13.19% | $2,141,804,000 | ▼ -1% |
| 6 | KMX | 5.66% | $918,658,000 | ▼ -0.8% |
| 7 | SBAC | 3.79% | $615,152,000 | ▼ -0.5% |
| 8 | CSGP | 4.98% | $808,953,000 | ▼ -0.5% |
| 9 | VRSK | 2.63% | $427,525,000 | ▼ -0.3% |
| 10 | ANSS | 1.30% | $211,625,000 | ▼ -0.1% |
| 11 | LAMR | 0.03% | $4,558,000 | SOLD |
| 12 | TDUP | 0.00% | $654,000 | ▼ -0% |
| 13 | ALRM | 1.03% | $167,592,000 | ▼ -0.1% |
| 14 | OLLI | 0.26% | $42,065,000 | ▼ -0% |
| 15 | PYPL | 0.01% | $1,214,000 | SOLD |
| 16 | BRKA | 0.01% | $1,157,000 | SOLD |
| 17 | TTD | 0.00% | $290,000 | SOLD |
| 18 | GOOG | 0.00% | $83,000 | SOLD |