Value
Akre Capital Management
Akre Capital Management’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$6.12B
reported long US equity
Positions
19
US-listed holdings
New this quarter
3
2 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $1.14B | 18.6% | 2.3M | Reduced |
| 2 | BROOKFIELD CORP | $689.1M | 11.3% | 17.0M | Reduced |
| 3 | KKRKKR & CO L P DEL | $621.4M | 10.2% | 6.7M | Reduced |
| 4 | MCOMOODYS CORP | $543.6M | 8.9% | 1.2M | Reduced |
| 5 | VVISA INC | $495.3M | 8.1% | 1.6M | Reduced |
| 6 | ROPROPER TECHNOLOGIES INC | $444.9M | 7.3% | 1.3M | Added |
| 7 | CSGPCOSTAR GROUP INC | $417.4M | 6.8% | 10.3M | Added |
| 8 | FICOFAIR ISAAC CORP | $388.3M | 6.3% | 363.8K | Added |
| 9 | ORLYOREILLY AUTOMOTIVE INC | $358.7M | 5.9% | 3.9M | Reduced |
| 10 | CPRTCOPART INC | $265.6M | 4.3% | 8.0M | Added |
| 11 | ABNBAIRBNB INC | $256.9M | 4.2% | 2.0M | Reduced |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | $189.1M | 3.1% | 31.5M | Added |
| 13 | CRMSALESFORCE INC | $134.0M | 2.2% | 717.8K | New |
| 14 | NOWSERVICENOW INC | $114.6M | 1.9% | 1.1M | New |
| 15 | GSHDGOOSEHEAD INS INC | $18.9M | 0.3% | 443.4K | Added |
| 16 | SOPHIA GENETICS SA | $18.4M | 0.3% | 3.7M | — |
| 17 | AMTAMERICAN TOWER CORP NEW | $8.8M | 0.1% | 50.8K | Reduced |
| 18 | PRMPERIMETER SOLUTIONS INC | $6.1M | 0.1% | 250.0K | New |
| 19 | BRK.BBERKSHIRE HATHAWAY INC DEL | $5.0M | 0.1% | 10.3K | Reduced |
Sold out (Q1 2026)
From Akre Capital Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q1 2026, not today. Not investment advice.