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MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
1
Trimmed
14
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $12.09B across 21 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 103.7% of the portfolio.
Top 21 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $2.22B | 18.37% | -8.9% |
| 2 | MCOMOODYS CORP | $1.75B | 14.48% | -6.8% |
| 3 | KKRKKR & CO L P DEL | $1.50B | 12.38% | -10.6% |
| 4 | KKRKKR & CO L P DEL | $1.50B | 12.38% | -10.6% |
| 5 | AMTAMERICAN TOWER CORP NEW | $1.22B | 10.13% | -8.9% |
| 6 | ORLYOREILLY AUTOMOTIVE INC | $1.12B | 9.23% | -3.1% |
| 7 | VVISA INC | $913.08M | 7.55% | -6.8% |
| 8 | ROPROPER TECHNOLOGIES INC | $866.33M | 7.17% | -1.8% |
| 9 | BNBROOKFIELD CORP | $751.92M | 6.22% | -0.5% |
| 10 | CSGPCOSTAR GROUP INC | $701.47M | 5.80% | +0.1% |
| Stock | Value | Shares |
|---|---|---|
| UBERUBER TECHNOLOGIES INC | $136.66M | 1,775,000 |
| CCCCCC INTELLIGENT SOLUTIONS HL | $83.72M | 7,000,000 |
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