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MIDDLEBURG, VA · CIK 0001112520
Portfolio Value
$10.40B
Positions
18
New
0
Increased
3
Decreased
12
Sold Out
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $10.40B across 18 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 94.7% of the portfolio.
Top 18 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $1.83B | 17.56% | -10.1% |
| 2 | ORLYOREILLY AUTOMOTIVE INC | $1.24B | 11.90% | -3.5% |
| 3 | MCOMOODYS CORP | $1.13B | 10.90% | -20.9% |
| 4 | VVISA INC | $1.11B | 10.70% | -2.9% |
| 5 | KKRKKR & CO L P DEL | $1.02B | 9.83% | -14.0% |
| 6 | BNBROOKFIELD CORP | $1.00B | 9.62% | +0.7% |
| 7 | ROPROPER TECHNOLOGIES INC | $854.41M | 8.22% | -2.2% |
| 8 | CSGPCOSTAR GROUP INC | $737.92M | 7.09% | -0.0% |
| 9 | AMTAMERICAN TOWER CORP NEW | $563.41M | 5.42% | -53.0% |
| 10 | DHRDANAHER CORPORATION | $363.96M | 3.50% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| BNBROOKFIELD CORP | $1.00B | 19,094,021 | +0.7% |
| ABNBAIRBNB INC | $348.55M | 2,917,733 | +10.1% |
| CCCCCC INTELLIGENT SOLUTIONS HL | $119.11M | 13,190,384 | +23.5% |
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