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MIDDLEBURG, VA · CIK 0001112520
New positions
3
Added to
5
Trimmed
12
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $14.73B across 29 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). The top 10 positions account for 76.6% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INC | $2.09B | 14.20% | -0.1% |
| 2 | AMTAMERICAN TOWER CORP NEW | $1.70B | 11.56% | -0.1% |
| 3 | MCOMOODYS CORP | $1.68B | 11.41% | -0.1% |
| 4 | VVISA INC | $1.11B | 7.55% | +0.2% |
| 5 | KMXCARMAX INC | $943.68M | 6.41% | -4.9% |
| 6 | CSGPCOSTAR GROUP INC | $803.02M | 5.45% | +1.1% |
| 7 | ORLYO REILLY AUTOMOTIVE INC NEW | $802.96M | 5.45% | -14.0% |
| 8 | ADBEADOBE INC | $727.25M | 4.94% | +34.2% |
| 9 | KKRKKR & CO L P DEL | $719.75M | 4.89% | +0.1% |
| 10 | ROPROPER INDS INC NEW | $700.38M | 4.76% | -9.2% |
| Stock | Value | Shares |
|---|---|---|
| TDUPTHREDUP INC | $4.67M | 200,000 |
| PYPLPAYPAL HLDGS INC | $1.21M | 5,000 |
| GOOGALPHABET INC | $83.00K | 40 |
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