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MIDDLEBURG, VA · CIK 0001112520
Portfolio Value
$6.13B
Positions
19
New
3
Increased
6
Decreased
9
Sold Out
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $6.13B across 19 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 87.4% 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 | $1.14B | 18.58% | -24.1% |
| 2 | BNBROOKFIELD CORP | $689.09M | 11.23% | -36.6% |
| 3 | KKRKKR & CO L P DEL | $621.42M | 10.13% | -17.1% |
| 4 | MCOMOODYS CORP | $543.62M | 8.86% | -28.2% |
| 5 | VVISA INC | $495.31M | 8.07% | -38.8% |
| 6 | ROPROPER TECHNOLOGIES INC | $444.88M | 7.25% | +13.8% |
| 7 | CSGPCOSTAR GROUP INC | $417.45M | 6.80% | +7.6% |
| 8 | FICOFAIR ISAAC CORP | $388.33M | 6.33% | +31.1% |
| 9 | ORLYOREILLY AUTOMOTIVE INC | $358.70M | 5.85% | -42.2% |
| 10 | CPRTCOPART INC | $265.56M | 4.33% | +1.7% |
| Stock | Value | Shares |
|---|---|---|
| CRMSALESFORCE INC | $152.66M | 817,799 |
| NOWSERVICENOW INC | $114.60M | 1,096,099 |
| PRMPERIMETER SOLUTIONS INC | $6.11M | 250,000 |
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