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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
4
Trimmed
6
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $12.00B across 19 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 95.3% of the portfolio.
Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $2.32B | 19.29% | - |
| 2 | MCOMOODYS CORP | $1.84B | 15.30% | -7.4% |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.31B | 10.90% | -3.6% |
| 4 | VVISA INC | $1.17B | 9.74% | - |
| 5 | ORLYOREILLY AUTOMOTIVE INC | $1.06B | 8.86% | -5.8% |
| 6 | KKRKKR & CO L P DEL | $853.10M | 7.11% | +0.4% |
| 7 | KKRKKR & CO L P DEL | $853.10M | 7.11% | +0.4% |
| 8 | ROPROPER TECHNOLOGIES INC | $796.02M | 6.63% | - |
| 9 | CSGPCOSTAR GROUP INC | $632.92M | 5.27% | - |
| 10 | BNBROOKFIELD CORP | $615.94M | 5.13% | +0.6% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| KKRKKR & CO L P DEL | $853.10M | 15,233,868 | +0.4% |
| KKRKKR & CO L P DEL | $853.10M | 15,233,868 | +0.4% |
| BNBROOKFIELD CORP | $615.94M | 18,304,313 | +0.6% |
| DHRDANAHER CORPORATION | $429.67M | 1,790,300 | +0.1% |
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