Akre Capital Management·CIK 1112520
20
Positions
$10.6B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MA | 18.37% | $2,220,178,318 |
| MCO |
14.48% |
| $1,750,149,620 |
| AMT | 10.13% | $1,224,628,242 |
| ORLY | 9.23% | $1,115,800,796 |
| V | 7.55% | $913,077,199 |
| ROP | 7.17% | $866,329,548 |
| BN | 6.22% | $751,918,836 |
| CSGP | 5.80% | $701,473,072 |
| DHR | 3.67% | $443,352,888 |
| KMX | 1.95% | $235,356,324 |
| UBER | 1.13% | $136,657,250 |
| CCC | 0.69% | $83,720,000 |
| DBRG | 0.66% | $79,180,525 |
| SBAC | 0.32% | $39,142,304 |
| GSHD | 0.13% | $16,233,429 |
| BRKB | 0.06% | $6,934,375 |
| VRSK | 0.03% | $4,084,022 |
| BAM | 0.02% | $2,647,260 |
| SOPH | 0.01% | $1,418,356 |
| DLTR | 0.00% | $296,791 |