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MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
5
Trimmed
11
Exited
3
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $11.37B across 20 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 103.7% 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 | $1.78B | 15.68% | -12.4% |
| 2 | MCOMOODYS CORP | $1.78B | 15.63% | -5.2% |
| 3 | KKRKKR & CO L P DEL | $1.44B | 12.68% | -8.0% |
| 4 | KKRKKR & CO L P DEL | $1.44B | 12.68% | -8.0% |
| 5 | AMTAMERICAN TOWER CORP NEW | $1.19B | 10.49% | -1.0% |
| 6 | ORLYOREILLY AUTOMOTIVE INC | $1.01B | 8.88% | -3.3% |
| 7 | ROPROPER TECHNOLOGIES INC | $870.11M | 7.66% | -0.1% |
| 8 | VVISA INC | $858.73M | 7.56% | - |
| 9 | BNBROOKFIELD CORP | $767.07M | 6.75% | +2.8% |
| 10 | CSGPCOSTAR GROUP INC | $650.24M | 5.72% | +20.8% |
| Stock | Value | Shares |
|---|---|---|
| ABNBAIRBNB INC | $141.91M | 935,876 |
| SOPHSOPHIA GENETICS SA | $8.80M | 1,920,432 |
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