Loading...
Loading...
MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
12
Trimmed
5
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $12.49B across 23 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 84.5% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $1.85B | 14.83% | +0.1% |
| 2 | AMTAMERICAN TOWER CORP NEW | $1.78B | 14.27% | -0.4% |
| 3 | MCOMOODYS CORP | $1.55B | 12.42% | +0.8% |
| 4 | VVISA INC | $1.03B | 8.27% | - |
| 5 | ORLYOREILLY AUTOMOTIVE INC | $992.84M | 7.95% | -0.4% |
| 6 | KKRKKR & CO L P DEL | $711.75M | 5.70% | +3.4% |
| 7 | KKRKKR & CO L P DEL | $711.75M | 5.70% | +3.4% |
| 8 | KMXCARMAX INC | $664.86M | 5.32% | +0.1% |
| 9 | ROPROPER TECHNOLOGIES INC | $653.41M | 5.23% | -0.3% |
| 10 | ADBEADOBE SYSTEMS INCORPORATED | $607.80M | 4.87% | +6.0% |
| Stock | Value | Shares |
|---|---|---|
| SNOWSNOWFLAKE INC | $139.06M | 1,000,000 |
| GOOGALPHABET INC | $10.94M | 5,000 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.