13F FILER • CHUCK AKRE
Akre Capital Management
Chuck Akre (founder) — AKRE CAPITAL MANAGEMENT LLC
No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.
20
Positions
$5.1B
Reported Value
87.6%
In Top 10
—
Claims Indexed
Largest reported positions
AKRE CAPITAL MANAGEMENT LLC • CIK 0001112520 • 2026-06-30 • FILED 2026-08-14
WHAT CHANGED THIS QUARTER
In its Q2 2026 13F, filed Aug 14, 2026, Akre Capital Management reported 20 positions worth $5.1B in US-listed stock. The largest stock position is Mastercard Incorporated at 19.9% of the reported book, and the ten largest lines of any type make up 87.6% of it.
Among positions it already held, the biggest increases by share count were Servicenow Inc (+14%) and Costar Group Inc (+13%), and the biggest cuts were Oreilly Automotive Inc (−44%), American Tower Corp New (−42%) and Airbnb Inc (−42%).
| Issuer | Value | Weight | Shares QoQ |
|---|---|---|---|
| MASTERCARD INCORPORATED | $1.0B | 19.9% | -13% |
| MOODYS CORP | $524.0M | 10.2% | -7% |
| BROOKFIELD CORP | $516.2M | 10.1% | -29% |
| KKR & CO L P DEL | $457.2M | 8.9% | -26% |
| FAIR ISAAC CORP | $432.3M | 8.4% | -1% |
| ROPER TECHNOLOGIES INC | $398.1M | 7.8% | -6% |
| VISA INC | $381.1M | 7.4% | -32% |
| COSTAR GROUP INC | $331.3M | 6.5% | +13% |
| COPART INC | $225.1M | 4.4% | -0% |
| OREILLY AUTOMOTIVE INC | $199.1M | 3.9% | -44% |
| AIRBNB INC | $169.4M | 3.3% | -42% |
| CCC INTELLIGENT SOLUTIONS HL | $154.1M | 3.0% | -5% |
| SERVICENOW INC | $123.7M | 2.4% | +14% |
| SALESFORCE INC | $112.5M | 2.2% | — |
| GOOSEHEAD INS INC | $21.5M | 0.4% | — |
| SOPHIA GENETICS SA | $21.5M | 0.4% | — |
| SALESFORCE INC (Call) | $15.7M | 0.3% | — |
| PERIMETER SOLUTIONS INC | $8.9M | 0.2% | — |
| AMERICAN TOWER CORP NEW | $4.8M | 0.1% | -42% |
| BERKSHIRE HATHAWAY INC DEL | $4.1M | 0.1% | -21% |
20 of 20 positions. 0.3% of reported value is options, where the figure is the notional value of the underlying rather than money spent. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.