Akre Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MAMastercard Incorporated | 17.89% | 3,155,594 | $1.8B | trimmed−4% | −0.25 pp | 50 q |
| BNBrookfield Corporation | 13.14% | 19,215,941 | $1.3B | trimmed−0% | +1.50 pp | 12 q |
| KKRKKR & Co. Inc. | 11.29% | 8,713,264 | $1.1B | trimmed−2% | −0.24 pp | 30 q |
| VVISA Inc. | 10.12% | 2,973,760 | $1.0B | trimmed−6% | −0.92 pp | 50 q |
| MCOMoody's Corporation | 10.07% | 2,118,949 | $1.0B | trimmed−8% | −1.26 pp | 50 q |
| ORLYO'Reilly Automotive, Inc. | 9.26% | 8,612,428 | $929M | trimmed−8% | +0.95 pp | 50 q |
| CSGPCoStar Group Inc | 7.83% | 9,306,485 | $785M | trimmed−0% | +0.50 pp | 24 q |
| ROPRoper Technologies, Inc. | 5.75% | 1,156,673 | $577M | trimmed−20% | −2.24 pp | 47 q |
| ABNBAirbnb, Inc. Class A | 4.20% | 3,473,243 | $422M | held | — | 6 q |
| FICOFair Isaac Corporation | 3.89% | 260,849 | $390M | added×28.5 | +3.73 pp | 2 q |
| CPRTCopart Inc | 1.90% | 4,236,760 | $191M | added×3.5 | +1.32 pp | 2 q |
| DHRDanaher Corporation | 1.73% | 874,831 | $173M | trimmed−51% | −1.70 pp | 48 q |
| CCCCCC Intelligent Solutions Holdings Inc. | 1.48% | 16,270,128 | $148M | added+10% | +0.12 pp | 7 q |
| AMTAmerican Tower Corporation | 0.85% | 442,843 | $85M | trimmed−52% | −1.13 pp | 50 q |
| GSHDGoosehead Insurance, Inc. Class A | 0.27% | 366,125 | $27M | held | — | 28 q |
| SOPHSOPHiA GENETICS SA | 0.18% | 3,719,140 | $18M | held | — | 7 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.07% | 13,985 | $7M | held | — | 50 q |
| KMXCarMax Inc. | 0.07% | 150,600 | $7M | held | — | 48 q |
| VRSKVerisk Analytics, Inc. | 0.02% | 8,279 | $2M | trimmed−4% | −0.01 pp | 50 q |
