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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
5
Trimmed
11
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $12.02B across 19 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 103.1% 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 | $1.94B | 16.11% | -2.9% |
| 2 | MCOMOODYS CORP | $1.60B | 13.28% | -20.3% |
| 3 | KKRKKR & CO L P DEL | $1.49B | 12.38% | -16.8% |
| 4 | KKRKKR & CO L P DEL | $1.49B | 12.38% | -16.8% |
| 5 | AMTAMERICAN TOWER CORP NEW | $1.41B | 11.71% | -1.3% |
| 6 | ORLYOREILLY AUTOMOTIVE INC | $1.06B | 8.81% | -3.9% |
| 7 | BNBROOKFIELD CORP | $1.01B | 8.38% | +2.6% |
| 8 | VVISA INC | $899.56M | 7.49% | - |
| 9 | ROPROPER TECHNOLOGIES INC | $834.34M | 6.94% | -2.9% |
| 10 | CSGPCOSTAR GROUP INC | $673.99M | 5.61% | +1.9% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| BNBROOKFIELD CORP | $1.01B | 18,938,431 | +2.6% |
| CSGPCOSTAR GROUP INC | $673.99M | 8,934,093 | +1.9% |
| ABNBAIRBNB INC | $335.97M | 2,649,398 | +183.1% |
| CCCCCC INTELLIGENT SOLUTIONS HL | $118.03M | 10,681,398 | +36.7% |
| SOPHSOPHIA GENETICS SA | $8.17M | 2,237,504 | +16.5% |
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