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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
8
Trimmed
10
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $14.19B across 28 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). The top 10 positions account for 76.3% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $1.99B | 14.02% | -0.0% |
| 2 | AMTAMERICAN TOWER CORP NEW | $1.70B | 11.99% | -0.1% |
| 3 | MCOMOODYS CORP | $1.63B | 11.51% | -0.0% |
| 4 | VVISA INC | $1.05B | 7.39% | - |
| 5 | ORLYOREILLY AUTOMOTIVE INC | $848.62M | 5.98% | -0.1% |
| 6 | CSGPCOSTAR GROUP INC | $813.54M | 5.73% | +0.4% |
| 7 | SBACSBA COMMUNICATIONS CORP NEW | $785.05M | 5.53% | - |
| 8 | ROPROPER TECHNOLOGIES INC | $756.10M | 5.33% | +10.3% |
| 9 | KMXCARMAX INC | $687.50M | 4.85% | -8.3% |
| 10 | ADBEADOBE SYSTEMS INCORPORATED | $559.09M | 3.94% | - |
| Stock | Value | Shares |
|---|---|---|
| TTDTHE TRADE DESK INC | $231.00K | 445 |
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