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MIDDLEBURG, VA · CIK 0001112520
Portfolio Value
$10.21B
Positions
19
New
2
Increased
5
Decreased
8
Sold Out
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $10.21B across 19 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 95.2% 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 | $1.85B | 18.14% | -1.1% |
| 2 | BNBROOKFIELD CORP | $1.19B | 11.64% | +0.7% |
| 3 | KKRKKR & CO L P DEL | $1.18B | 11.53% | - |
| 4 | MCOMOODYS CORP | $1.16B | 11.33% | -5.3% |
| 5 | VVISA INC | $1.13B | 11.04% | - |
| 6 | ORLYOREILLY AUTOMOTIVE INC | $848.19M | 8.31% | +989.3% |
| 7 | ROPROPER TECHNOLOGIES INC | $815.95M | 7.99% | -0.7% |
| 8 | CSGPCOSTAR GROUP INC | $748.46M | 7.33% | -0.0% |
| 9 | ABNBAIRBNB INC | $459.65M | 4.50% | +19.0% |
| 10 | DHRDANAHER CORPORATION | $350.71M | 3.43% | - |
| Stock | Value | Shares |
|---|---|---|
| CPRTCOPART INC | $58.88M | 1,200,000 |
| FICOFAIR ISAAC CORP | $16.72M | 9,148 |
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