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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
6
Trimmed
10
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $14.67B across 22 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 83.2% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INC | $2.31B | 15.76% | -0.1% |
| 2 | MCOMOODYS CORP | $1.91B | 13.02% | +0.7% |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.76B | 11.99% | -0.2% |
| 4 | VVISA INC | $1.16B | 7.93% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $1.08B | 7.37% | -0.1% |
| 6 | KKRKKR & CO L P DEL | $869.17M | 5.93% | +0.9% |
| 7 | KKRKKR & CO L P DEL | $869.17M | 5.93% | +0.9% |
| 8 | ROPROPER INDS INC NEW | $784.25M | 5.35% | -0.1% |
| 9 | BNBROOKFIELD ASSET MGMT INC | $742.63M | 5.06% | -0.0% |
| 10 | ADBEADOBE INC | $714.00M | 4.87% | +2.4% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MCOMOODYS CORP | $1.91B | 5,659,712 | +0.7% |
| KKRKKR & CO L P DEL | $869.17M | 14,865,320 | +0.9% |
| KKRKKR & CO L P DEL | $869.17M | 14,865,320 | +0.9% |
| ADBEADOBE INC | $714.00M | 1,567,090 | +2.4% |
| KMXCARMAX INC | $708.16M | 7,339,952 | +0.7% |
| CRMSALESFORCE COM INC | $602.40M | 2,837,210 | +1.3% |
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