Featured 13F manager
Akre Capital Management LLC Chuck Akre
Middleburg, VA 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $5.1B
- 19 Positions
- 2026 Q2
- −16.5% QoQ
- Top 5 57.6%
Portfolio
top 5 57.6% · top 10 87.6%
- MA - Mastercard · CL A 20.0%
- MCO - Moodys 10.2%
- BN - Brookfield · CL A 10.1%
- KKR - Kkr & L P Del 8.9%
- FICO - Fair Isaac 8.4%
- ROP - Roper Technologies 7.8%
- V - VISA · CL A 7.4%
- CSGP - Costar Group 6.5%
- CPRT - Copart 4.4%
- ORLY - Oreilly Automotive 3.9%
- ABNB - Airbnb · CL A 3.3%
- CCC — 3.0%
- Other 6.1%
AUM over time
Book
| MA - Mastercard · CL A | 12.54% | Hold | 5,858,416 | $347.68 | $2B |
| MCO - Moodys | 12.29% | Hold | 5,620,036 | $355.11 | $2B |
| AMT - American Tower | 11.45% | Hold | 7,007,787 | $265.41 | $1.9B |
| V - VISA · CL A | 7.19% | Hold | 5,244,738 | $222.75 | $1.2B |
| ORLY - O Reilly Automotive | 5.94% | Hold | 1,578,707 | $611.06 | $965M |
| KMX - Carmax | 5.60% | Hold | 7,109,082 | $127.96 | $910M |
| KKR - Kkr & L P Del | 5.52% | Hold | 14,730,028 | $60.88 | $897M |
| ADBE - Adobe | 5.42% | Hold | 1,529,985 | $575.72 | $881M |
| CSGP - Costar Group | 5.17% | Hold | 9,763,000 | $86.06 | $840M |
| CRM - Salesforce | 4.68% | Hold | 2,800,000 | $271.22 | $759M |
| ROP - Roper Inds | 4.57% | Hold | 1,662,585 | $446.13 | $742M |
| BN - Brookfield Asset Mgmt · CL A | 4.32% | Hold | 13,127,268 | $53.51 | $702M |
| SBAC - Sba Communications | 3.93% | Hold | 1,930,190 | $330.57 | $638M |
| DHR - Danaher Del | 3.10% | Hold | 1,655,300 | $304.44 | $504M |
| VRSK - Verisk Analytics · CL A | 3.01% | Hold | 2,444,255 | $200.27 | $490M |
| DLTR - Dollar Tree | 2.11% | Hold | 3,581,673 | $95.72 | $343M |
| ANSS - Ansys | 1.28% | Hold | 609,764 | $340.45 | $208M |
| ALRM - Alarm | 0.95% | Hold | 1,978,658 | $78.19 | $155M |
| Digitalbridge Group · CL A | 0.39% | Hold | 10,504,800 | $6.03 | $63M |
| GSHD - Goosehead Ins · CL A | 0.28% | Hold | 293,366 | $152.29 | $45M |
| OLLI — | 0.19% | Hold | 500,000 | $60.28 | $30M |
| BRK.B - Berkshire Hathaway · CL B | 0.03% | Hold | 17,504 | $272.97 | $5M |
| TDUP - Thredup · CL A | 0.00% | Hold | 22,500 | $21.69 | $488K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 20 | $5.1B | −16.5% | 13F-HR | 8/14/2026 | 000111252026000014 |
| 2026 Q1 | 20 | $6.1B | −32.7% | 13F-HR | 5/14/2026 | 000111252026000009 |
| 2025 Q4 | 18 | $9.1B | −9.1% | 13F-HR | 2/13/2026 | 000111252026000008 |
| 2025 Q3 | 19 | $10B | −1.8% | 13F-HR | 11/13/2025 | 000111252025000029 |
| 2025 Q2 | 19 | $10.2B | −1.8% | 13F-HR | 8/14/2025 | 000111252025000019 |
| 2025 Q1 | 18 | $10.4B | −10.0% | 13F-HR | 5/13/2025 | 000111252025000015 |
| 2024 Q4 | 18 | $11.6B | −3.8% | 13F-HR | 2/13/2025 | 000111252025000003 |
| 2024 Q3 | 18 | $12B | +5.7% | 13F-HR | 11/13/2024 | 000111252024000025 |
| 2024 Q2 | 19 | $11.4B | −6.0% | 13F-HR | 8/13/2024 | 000111252024000014 |
| 2024 Q1 | 21 | $12.1B | — | new holds | 5/23/2024 | 000111252024000012 |
| 2024 Q1 | 20 | $12.1B | +1.7% | 13F-HR | 5/13/2024 | 000111252024000010 |
| 2023 Q4 | 18 | $11.9B | +3.2% | 13F-HR | 2/9/2024 | 000111252024000006 |
| 2023 Q3 | 18 | $11.5B | −4.1% | 13F-HR | 11/13/2023 | 000111252023000019 |
| 2023 Q2 | 19 | $12B | +5.6% | 13F-HR | 8/11/2023 | 000111252023000013 |
| 2023 Q1 | 20 | $11.4B | +2.7% | 13F-HR | 5/12/2023 | 000111252023000008 |
| 2022 Q4 | 21 | $11.1B | −2.4% | 13F-HR | 2/13/2023 | 000111252023000006 |
| 2022 Q3 | 22 | $11.3B | −9.3% | 13F-HR | 11/14/2022 | 000111252022000015 |
| 2022 Q2 | 23 | $12.5B | −14.8% | 13F-HR | 8/11/2022 | 000111252022000013 |
| 2022 Q1 | 22 | $14.7B | −18.2% | 13F-HR | 5/13/2022 | 000111252022000009 |
| 2021 Q4 | 24 | $17.9B | +10.3% | 13F-HR | 2/11/2022 | 000111252022000005 |
| 2021 Q3 | 25 | $16.2B | — | 13F-HR | 11/12/2021 | 000111252021000023 |
About
AKRE CAPITAL MANAGEMENT LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2