Loading...
Loading...
MIDDLEBURG, VA · CIK 0001112520
New positions
4
Added to
3
Trimmed
14
Exited
8
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $16.24B across 25 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 76.8% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INC | $2.14B | 13.19% | -0.1% |
| 2 | MCOMOODYS CORP | $2.04B | 12.55% | -0.0% |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.90B | 11.67% | -1.5% |
| 4 | VVISA INC | $1.23B | 7.55% | -0.2% |
| 5 | KMXCARMAX INC | $918.66M | 5.66% | -0.0% |
| 6 | ADBEADOBE INC | $896.08M | 5.52% | +0.0% |
| 7 | ORLYO REILLY AUTOMOTIVE INC NEW | $895.47M | 5.51% | -0.1% |
| 8 | KKRKKR & CO L P DEL | $872.77M | 5.38% | New |
| 9 | CSGPCOSTAR GROUP INC | $808.95M | 4.98% | +899.7% |
| 10 | ROPROPER INDS INC NEW | $782.90M | 4.82% | -4.1% |
| Stock | Value | Shares |
|---|---|---|
| KKRKKR & CO L P DEL | $872.77M | 14,732,744 |
| CRMSALESFORCE COM INC | $683.96M | 2,800,000 |
| CLNSEURDIGITALBRIDGE GROUP INC | $82.99M | 10,504,800 |
| BNBROOKFIELD ASSET MGMT REINS | $4.68M | 89,922 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.