Akre Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Akre Capital Management disclosed 19 US equity positions worth $5.1bn in its Q2 2026 13F filing. The largest position was MA at 20.0% of the reported book, followed by MCO and BN. Against the Q1 2026 filing, it opened 0 new positions, added to 2 and reduced 12 among the top 19 holdings.
What did Akre Capital Management own in Q2 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INCORPORATED | Financial Services | 20.0% | $1.0bn | 1,989,906 | -13% | reduced |
| 2 | MCO MOODYS CORP | Financial Services | 10.3% | $524.0m | 1,156,893 | -7% | reduced |
| 3 | BN BROOKFIELD CORP | Financial Services | 10.1% | $516.2m | 12,119,927 | -29% | reduced |
| 4 | KKR KKR & CO L P DEL | Financial Services | 9.0% | $457.2m | 4,981,486 | -26% | reduced |
| 5 | FICO FAIR ISAAC CORP | Technology | 8.5% | $432.3m | 361,826 | -1% | reduced |
| 6 | ROP ROPER TECHNOLOGIES INC | Technology | 7.8% | $398.1m | 1,176,562 | -6% | reduced |
| 7 | V VISA INC | Financial Services | 7.5% | $381.1m | 1,110,881 | -32% | reduced |
| 8 | CSGP COSTAR GROUP INC | Real Estate | 6.5% | $331.3m | 11,699,396 | 13% | added |
| 9 | CPRT COPART INC | Industrials | 4.4% | $225.1m | 7,985,808 | -0% | held |
| 10 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 3.9% | $199.1m | 2,161,818 | -44% | reduced |
| 11 | ABNB AIRBNB INC | Consumer Cyclical | 3.3% | $169.4m | 1,183,749 | -42% | reduced |
| 12 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 3.0% | $154.1m | 29,858,935 | -5% | reduced |
| 13 | NOW SERVICENOW INC | Technology | 2.4% | $123.7m | 1,246,099 | 14% | added |
| 14 | CRM SALESFORCE INC | Technology | 2.2% | $112.5m | 717,799 | 0% | held |
| 15 | GOOSEHEAD INS INC | 0.4% | $21.5m | 443,385 | 0% | held | |
| 16 | SOPH SOPHIA GENETICS SA | 0.4% | $21.5m | 3,719,140 | 0% | held | |
| 17 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 0.2% | $8.9m | 250,000 | 0% | held |
| 18 | AMT AMERICAN TOWER CORP NEW | Real Estate | 0.1% | $4.8m | 29,254 | -42% | reduced |
| 19 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.1% | $4.1m | 8,184 | -21% | 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.