Akre Capital Management 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Akre Capital Management disclosed 19 US equity positions worth $6.1bn in its Q1 2026 13F filing. The largest position was MA at 18.6% of the reported book, followed by BN and KKR. Against the Q4 2025 filing, it opened 3 new positions, added to 6 and reduced 9 among the top 19 holdings.
What did Akre Capital Management own in Q1 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INCORPORATED | Financial Services | 18.6% | $1.1bn | 2,281,106 | -24% | reduced |
| 2 | BN BROOKFIELD CORP | Financial Services | 11.3% | $689.1m | 17,027,077 | -37% | reduced |
| 3 | KKR KKR & CO L P DEL | Financial Services | 10.2% | $621.4m | 6,718,078 | -17% | reduced |
| 4 | MCO MOODYS CORP | Financial Services | 8.9% | $543.6m | 1,246,114 | -28% | reduced |
| 5 | V VISA INC | Financial Services | 8.1% | $495.3m | 1,638,798 | -39% | reduced |
| 6 | ROP ROPER TECHNOLOGIES INC | Technology | 7.3% | $444.9m | 1,257,232 | 14% | added |
| 7 | CSGP COSTAR GROUP INC | Real Estate | 6.8% | $417.4m | 10,348,273 | 8% | added |
| 8 | FICO FAIR ISAAC CORP | Technology | 6.3% | $388.3m | 363,765 | 31% | added |
| 9 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 5.9% | $358.7m | 3,885,813 | -42% | reduced |
| 10 | CPRT COPART INC | Industrials | 4.3% | $265.6m | 7,998,938 | 2% | added |
| 11 | ABNB AIRBNB INC | Consumer Cyclical | 4.2% | $256.9m | 2,034,473 | -41% | reduced |
| 12 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 3.1% | $189.1m | 31,513,070 | 27% | added |
| 13 | CRM SALESFORCE INC | Technology | 2.2% | $134.0m | 717,799 | – | new |
| 14 | NOW SERVICENOW INC | Technology | 1.9% | $114.6m | 1,096,099 | – | new |
| 15 | GOOSEHEAD INS INC | 0.3% | $18.9m | 443,385 | 19% | added | |
| 16 | SOPH SOPHIA GENETICS SA | 0.3% | $18.4m | 3,719,140 | 0% | held | |
| 17 | AMT AMERICAN TOWER CORP NEW | Real Estate | 0.1% | $8.8m | 50,772 | -80% | reduced |
| 18 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 0.1% | $6.1m | 250,000 | – | new |
| 19 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.1% | $5.0m | 10,339 | -13% | 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.