Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AKRE CAPITAL MANAGEMENT LLC (CIK 1112520) reported $6.13B across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MA ($1.14B, 18.58%), BN ($689.1M, 11.23%), KKR ($621.4M, 10.13%), MCO ($543.6M, 8.86%), V ($495.3M, 8.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $1.14B | 18.58% | 2.3M | Trimmed |
| 2 | BN | BROOKFIELD CORP | $689.1M | 11.23% | 17.0M | Trimmed |
| 3 | KKR | KKR & CO L P DEL | $621.4M | 10.13% | 6.7M | Trimmed |
| 4 | MCO | MOODYS CORP | $543.6M | 8.86% | 1.2M | Trimmed |
| 5 | V | VISA INC | $495.3M | 8.07% | 1.6M | Trimmed |
| 6 | ROP | ROPER TECHNOLOGIES INC | $444.9M | 7.25% | 1.3M | Added |
| 7 | CSGP | COSTAR GROUP INC | $417.4M | 6.80% | 10.3M | Added |
| 8 | FICO | FAIR ISAAC CORP | $388.3M | 6.33% | 363,765 | Added |
| 9 | ORLY | OREILLY AUTOMOTIVE INC | $358.7M | 5.85% | 3.9M | Trimmed |
| 10 | CPRT | COPART INC | $265.6M | 4.33% | 8.0M | Added |
| 11 | ABNB | AIRBNB INC | $256.9M | 4.19% | 2.0M | Trimmed |
| 12 | CCCS | CCC INTELLIGENT SOLUTIONS HL | $189.1M | 3.08% | 31.5M | Added |
| 13 | CRM | SALESFORCE INC | $152.7M | 2.49% | 817,799 | New |
| 14 | NOW | SERVICENOW INC | $114.6M | 1.87% | 1.1M | New |
| 15 | GSHD | GOOSEHEAD INS INC | $18.9M | 0.31% | 443,385 | Added |
| 16 | SOPH | SOPHIA GENETICS SA | $18.4M | 0.30% | 3.7M | Hold |
| 17 | AMT | AMERICAN TOWER CORP NEW | $8.8M | 0.14% | 50,772 | Trimmed |
| 18 | PRM | PERIMETER SOLUTIONS INC | $6.1M | 0.10% | 250,000 | New |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.0M | 0.08% | 10,339 | Trimmed |
| 20 | KMX | CARMAX INC | $0 | 0.00% | 0 | Exited |
| 21 | DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31