Akre Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MAMastercard Incorporated | 17.56% | 3,331,076 | $1.8B | trimmed−10% | +0.69 pp | 48 q |
| ORLYO'Reilly Automotive, Inc. | 11.90% | 863,910 | $1.2B | trimmed−4% | +2.72 pp | 48 q |
| MCOMoody's Corporation | 10.90% | 2,435,458 | $1.1B | trimmed−21% | −1.71 pp | 48 q |
| VVISA Inc. | 10.70% | 3,175,240 | $1.1B | trimmed−3% | +1.76 pp | 48 q |
| KKRKKR & Co. Inc. | 9.83% | 8,847,564 | $1.0B | trimmed−14% | −3.33 pp | 28 q |
| BNBrookfield Corporation | 9.62% | 19,094,021 | $1.0B | added+1% | +0.19 pp | 10 q |
| ROPRoper Technologies, Inc. | 8.22% | 1,449,188 | $854M | trimmed−2% | +1.56 pp | 45 q |
| CSGPCoStar Group Inc | 7.09% | 9,313,592 | $738M | trimmed0% | +1.32 pp | 22 q |
| AMTAmerican Tower Corporation | 5.42% | 2,589,192 | $563M | trimmed−53% | −3.31 pp | 48 q |
| DHRDanaher Corporation | 3.50% | 1,775,400 | $364M | held | — | 46 q |
| ABNBAirbnb, Inc. Class A | 3.35% | 2,917,733 | $349M | added+10% | +0.34 pp | 4 q |
| CCCCCC Intelligent Solutions Holdings Inc. | 1.15% | 13,190,384 | $119M | added+23% | +0.07 pp | 5 q |
| GSHDGoosehead Insurance, Inc. Class A | 0.42% | 366,125 | $43M | held | — | 26 q |
| KMXCarMax Inc. | 0.15% | 205,275 | $16M | trimmed−69% | −0.32 pp | 46 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.08% | 15,175 | $8M | trimmed−1% | +0.02 pp | 48 q |
| SOPHSOPHiA GENETICS SA | 0.07% | 2,237,504 | $7M | held | — | 5 q |
| VRSKVerisk Analytics, Inc. | 0.03% | 10,139 | $3M | trimmed−10% | 0.00 pp | 48 q |
| DBRGDigitalBridge Group, Inc. | 0.01% | 164,740 | $1M | trimmed−78% | −0.06 pp | 23 q |
