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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
6
Trimmed
4
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $11.37B across 20 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 95.3% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $2.14B | 18.80% | +0.1% |
| 2 | MCOMOODYS CORP | $1.75B | 15.36% | - |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.43B | 12.58% | +0.1% |
| 4 | VVISA INC | $1.11B | 9.76% | - |
| 5 | ORLYOREILLY AUTOMOTIVE INC | $1.00B | 8.83% | -0.0% |
| 6 | KKRKKR & CO L P DEL | $797.06M | 7.01% | +0.5% |
| 7 | KKRKKR & CO L P DEL | $797.06M | 7.01% | +0.5% |
| 8 | ROPROPER TECHNOLOGIES INC | $729.62M | 6.42% | - |
| 9 | BNBROOKFIELD CORP | $592.71M | 5.22% | +4.7% |
| 10 | CSGPCOSTAR GROUP INC | $489.62M | 4.31% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MAMASTERCARD INCORPORATED | $2.14B | 5,879,459 | +0.1% |
| AMTAMERICAN TOWER CORP NEW | $1.43B | 6,998,698 | +0.1% |
| KKRKKR & CO L P DEL | $797.06M | 15,176,368 | +0.5% |
| KKRKKR & CO L P DEL | $797.06M | 15,176,368 | +0.5% |
| BNBROOKFIELD CORP | $592.71M | 18,186,754 | +4.7% |
| DBRGDIGITALBRIDGE GROUP INC | $61.56M | 5,134,535 | +2.9% |
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