MondegarAI
AKRE CAPITAL MANAGEMENT LLC

Q4 2024 · 13F-HR

AKRE CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-02-13 · accession 0001112520-25-000003

$11.56B
Reported value
18
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
57636Q104MAMASTERCARD INCORPORATED$1.95B16.9%3,703,739CommonSOLE
48251w104KKR & CO L P DEL$1.52B13.2%10,283,564CommonSOLE
615369105MCOMOODYS CORP$1.46B12.6%3,078,927CommonSOLE
11271J107BNBROOKFIELD CORP$1.09B9.43%18,969,179CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.06B9.18%895,280CommonSOLE
92826C839VVISA INC$1.03B8.94%3,271,740CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.01B8.73%5,503,413CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$770.4M6.66%1,481,929CommonSOLE
22160N109CSGPCOSTAR GROUP INC$666.8M5.77%9,313,880CommonSOLE
235851102DHRDANAHER CORPORATION$407.5M3.53%1,775,400CommonSOLE
009066101ABNBAIRBNB INC$348.2M3.01%2,649,398CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$125.3M1.08%10,681,398CommonSOLE
143130102KMXCARMAX INC$54.6M0.47%667,437CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$39.3M0.34%366,125CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$8.6M0.07%764,730CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.9M0.06%15,274CommonSOLE
H82027105SOPHSOPHIA GENETICS SA$6.9M0.06%2,237,504CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.1M0.03%11,301CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.