Institutional
AKRE CAPITAL MANAGEMENT LLC
CIK 0001112520
$6.13B
Reported AUM
19
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · AKRE CAPITAL MANAGEMENT LLC · Q1 2026
AI · grounded in 13F
AKRE CAPITAL MANAGEMENT LLC initiated a new position in CRM valued at $152.7M. The fund also added new stakes in NOW for $114.6M and PRM for $6.1M. To offset these additions, the manager trimmed several holdings, most notably reducing shares of ORLY by 42.2% and V by 38.8%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $573.38 | -0.69% | 3.76% | 71.76% | $1.14B | 18.58% | — | HELD |
| 2 | BN | BROOKFIELD CORP | $42.53 | 1.20% | -1.76% | 48.02% | $689.1M | 11.23% | — | HELD |
| 3 | — | KKR & CO L P DEL | — | — | — | — | $621.4M | 10.13% | — | HELD |
| 4 | MCO | MOODYS CORP | $478.38 | -0.80% | -3.77% | 30.83% | $543.6M | 8.86% | — | HELD |
| 5 | V | VISA INC | $366.16 | -0.03% | 8.84% | 65.83% | $495.3M | 8.07% | — | HELD |
| 6 | ROP | ROPER TECHNOLOGIES INC | $391.97 | 0.70% | -26.97% | -16.17% | $444.9M | 7.25% | — | HELD |
| 7 | CSGP | COSTAR GROUP INC | $28.76 | -2.38% | -68.86% | -65.23% | $417.4M | 6.80% | — | HELD |
| 8 | FICO | FAIR ISAAC CORP | $1122.97 | -1.45% | -17.49% | 147.87% | $388.3M | 6.33% | — | HELD |
| 9 | ORLY | OREILLY AUTOMOTIVE INC | $89.35 | 2.28% | -11.86% | 120.58% | $358.7M | 5.85% | — | HELD |
| 10 | CPRT | COPART INC | $29.12 | -1.52% | -36.26% | -19.60% | $265.6M | 4.33% | — | HELD |
| 11 | ABNB | AIRBNB INC | $151.52 | -0.37% | 18.79% | -1.88% | $256.9M | 4.19% | — | HELD |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | $6.09 | 0.50% | -37.41% | -47.50% | $189.1M | 3.08% | — | HELD |
| 13 | CRM | SALESFORCE INC | $184.03 | 1.84% | -26.27% | -29.69% | $152.7M | 2.49% | — | HELD |
| 14 | NOW | SERVICENOW INC | $111.26 | 1.08% | -39.81% | -14.49% | $114.6M | 1.87% | — | HELD |
| 15 | GSHD | GOOSEHEAD INS INC | $62.00 | -2.91% | -26.11% | -54.41% | $18.9M | 0.31% | — | HELD |
| 16 | SOPH | SOPHIA GENETICS SA | $5.67 | -1.56% | 79.43% | -71.32% | $18.4M | 0.30% | — | HELD |
| 17 | AMT | AMERICAN TOWER CORP NEW | $173.36 | -0.63% | -16.09% | -31.43% | $8.8M | 0.14% | — | HELD |
| 18 | PRM | PERIMETER SOLUTIONS INC | $30.61 | -17.78% | 101.95% | 127.39% | $6.1M | 0.10% | — | HELD |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $5.0M | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0001112520-26-000009. 13F discloses long positions only — shorts, foreign equities, and options are excluded.