Akre Capital Management·CIK 1112520
22
Positions
$15.3B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2021
Portfolio Value Over Time
12.29% |
| $1,995,731,000 |
| AMT | 11.46% | $1,861,662,000 |
| V | 7.19% | $1,168,265,000 |
| ORLY | 5.94% | $964,685,000 |
| KMX | 5.60% | $909,678,000 |
| ADBE | 5.42% | $880,843,000 |
| CSGP | 5.17% | $840,204,000 |
| CRM | 4.68% | $759,416,000 |
| ROP | 4.57% | $741,729,000 |
| BAMXXXX | 4.32% | $702,440,000 |
| SBAC | 3.93% | $638,063,000 |
| DHR | 3.10% | $503,940,000 |
| VRSK | 3.01% | $489,511,000 |
| DLTR | 2.11% | $342,838,000 |
| ANSS | 1.28% | $207,594,000 |
| ALRM | 0.95% | $154,711,000 |
| DBRG | 0.39% | $63,344,000 |
| GSHD | 0.28% | $44,677,000 |
| OLLI | 0.19% | $30,140,000 |
| BRKB | 0.03% | $4,778,000 |
| TDUP | 0.00% | $488,000 |