AKRE CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$10.2T
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 3,295,286 | $1.9T | 18.14% | |
| 2 | BNBROOKFIELD CORP | 19,219,290 | $1.2T | 11.64% | |
| 3 | KKRKKR & CO L P DEL | 8,847,564 | $1.2T | 11.53% | |
| 4 | MCOMOODYS CORP | 2,305,424 | $1.2T | 11.33% | |
| 5 | VVISA INC | 3,175,240 | $1.1T | 11.04% | |
| 6 | ORLYOREILLY AUTOMOTIVE INC | 9,410,714 | $848.2B | 8.31% | |
| 7 | ROPROPER TECHNOLOGIES INC | 1,439,468 | $815.9B | 7.99% | |
| 8 | CSGPCOSTAR GROUP INC | 9,309,232 | $748.5B | 7.33% | |
| 9 | ABNBAIRBNB INC | 3,473,243 | $459.6B | 4.50% | |
| 10 | DHRDANAHER CORPORATION | 1,775,400 | $350.7B | 3.43% | |
| 11 | AMTAMERICAN TOWER CORP NEW | 915,249 | $202.3B | 1.98% | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 14,770,128 | $139.0B | 1.36% | |
| 13 | CPRTCOPART INC | 1,200,000 | $58.9B | 0.58% | |
| 14 | GSHDGOOSEHEAD INS INC | 366,125 | $38.6B | 0.38% | |
| 15 | FICOFAIR ISAAC CORP | 9,148 | $16.7B | 0.16% | |
| 16 | SOPHSOPHIA GENETICS SA | 3,719,140 | $11.5B | 0.11% | |
| 17 | KMXCARMAX INC | 150,600 | $10.1B | 0.10% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,985 | $6.8B | 0.07% | |
| 19 | VRSKVERISK ANALYTICS INC | 8,639 | $2.7B | 0.03% |