AKRE CAPITAL MANAGEMENT LLC Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$11366.1T
Holdings
19
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 4,039,349 | $1782.0T | 15.68% | |
| 2 | MCOMOODYS CORP | 4,221,104 | $1776.8T | 15.63% | |
| 3 | KKRKKR & CO L P DEL | 13,689,816 | $1440.7T | 12.68% | |
| 4 | AMTAMERICAN TOWER CORP NEW | 6,134,307 | $1192.4T | 10.49% | |
| 5 | ORLYOREILLY AUTOMOTIVE INC | 956,079 | $1009.7T | 8.88% | |
| 6 | ROPROPER TECHNOLOGIES INC | 1,543,679 | $870.1T | 7.66% | |
| 7 | VVISA INC | 3,271,740 | $858.7T | 7.56% | |
| 8 | BNBROOKFIELD CORP | 18,465,882 | $767.1T | 6.75% | |
| 9 | CSGPCOSTAR GROUP INC | 8,770,423 | $650.2T | 5.72% | |
| 10 | DHRDANAHER CORPORATION | 1,775,400 | $443.6T | 3.90% | |
| 11 | KMXCARMAX INC | 2,145,509 | $157.4T | 1.38% | |
| 12 | ABNBAIRBNB INC | 935,876 | $141.9T | 1.25% | |
| 13 | SBACSBA COMMUNICATIONS CORP NEW | 500,000 | $98.2T | 0.86% | |
| 14 | CCCCCC INTELLIGENT SOLUTIONS HL | 7,815,722 | $86.8T | 0.76% | |
| 15 | DBRGDIGITALBRIDGE GROUP INC | 3,643,094 | $49.9T | 0.44% | |
| 16 | GSHDGOOSEHEAD INS INC | 366,125 | $21.0T | 0.19% | |
| 17 | SOPHSOPHIA GENETICS SA | 1,920,432 | $8.8T | 0.08% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,895 | $6.5T | 0.06% | |
| 19 | VRSKVERISK ANALYTICS INC | 16,069 | $4.3T | 0.04% |