StockDuty ← Dashboard Aug 15, 2026 02:38 AM ET
SignalCorporate

📊 Akre 13F — AKRE CAPITAL MANAGEMENT LLC: $5.1B portfolio, 19 positions (Q2 2026)

1. MA — $1.0B (20.0%) 2. MCO — $524M (10.2%) 3. BN — $516M (10.1%) 4. KKR — $457M (8.9%) 5. FICO — $432M (8.4%) 6. ROP — $398M (7.8%) 7. V — $381M (7.4%) 8. CSGP — $331M (6.5%) 9. CPRT — $225M (4.4%) 10. ORLY — $199M (3.9%) 11. ABNB — $169M (3.3%) 12. CCC — $154M (3.0%) 13. CRM — $128M (2.5%) 14. NOW — $124M (2.4%) 15. GSHD — $22M (0.4%) 16. SOPHIA GENETICS SA — $21M (0.4%) 17. PRM — $9M (0.2%) 18. AMT — $5M (0.1%) 19. BRK/B — $4M (0.1%)
1. MA — $1.0B (20.0%)
Sources