Akre Capital Management 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Akre Capital Management disclosed 19 US equity positions worth $10.2bn in its Q2 2025 13F filing. The largest position was MA at 18.1% of the reported book, followed by BN and KKR. Against the Q1 2025 filing, it opened 2 new positions, added to 5 and reduced 7 among the top 19 holdings.
What did Akre Capital Management own in Q2 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INCORPORATED | Financial Services | 18.1% | $1.9bn | 3,295,286 | -1% | reduced |
| 2 | BN BROOKFIELD CORP | Financial Services | 11.6% | $1.2bn | 19,219,290 | 1% | added |
| 3 | KKR KKR & CO L P DEL | Financial Services | 11.5% | $1.2bn | 8,847,564 | 0% | held |
| 4 | MCO MOODYS CORP | Financial Services | 11.3% | $1.2bn | 2,305,424 | -5% | reduced |
| 5 | V VISA INC | Financial Services | 11.0% | $1.1bn | 3,175,240 | 0% | held |
| 6 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 8.3% | $848.2m | 9,410,714 | 989% | added |
| 7 | ROP ROPER TECHNOLOGIES INC | Technology | 8.0% | $815.9m | 1,439,468 | -1% | reduced |
| 8 | CSGP COSTAR GROUP INC | Real Estate | 7.3% | $748.5m | 9,309,232 | -0% | held |
| 9 | ABNB AIRBNB INC | Consumer Cyclical | 4.5% | $459.6m | 3,473,243 | 19% | added |
| 10 | DHR DANAHER CORPORATION | Healthcare | 3.4% | $350.7m | 1,775,400 | 0% | held |
| 11 | AMT AMERICAN TOWER CORP NEW | Real Estate | 2.0% | $202.3m | 915,249 | -65% | reduced |
| 12 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.4% | $139.0m | 14,770,128 | 12% | added |
| 13 | CPRT COPART INC | Industrials | 0.6% | $58.9m | 1,200,000 | – | new |
| 14 | GOOSEHEAD INS INC | 0.4% | $38.6m | 366,125 | 0% | held | |
| 15 | FICO FAIR ISAAC CORP | Technology | 0.2% | $16.7m | 9,148 | – | new |
| 16 | SOPH SOPHIA GENETICS SA | 0.1% | $11.5m | 3,719,140 | 66% | added | |
| 17 | KMX CARMAX INC | Consumer Cyclical | 0.1% | $10.1m | 150,600 | -27% | reduced |
| 18 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.1% | $6.8m | 13,985 | -8% | reduced | |
| 19 | VRSK VERISK ANALYTICS INC | Industrials | 0.0% | $2.7m | 8,639 | -15% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.