AKRE CAPITAL MANAGEMENT LLC Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$12.1T
Holdings
20
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 4,610,292 | $2.2T | 18.37% | |
| 2 | MCOMOODYS CORP | 4,452,967 | $1.8T | 14.48% | |
| 3 | KKRKKR & CO L P DEL | 14,879,551 | $1.5T | 12.38% | |
| 4 | AMTAMERICAN TOWER CORP NEW | 6,197,825 | $1.2T | 10.13% | |
| 5 | ORLYOREILLY AUTOMOTIVE INC | 988,414 | $1.1T | 9.23% | |
| 6 | VVISA INC | 3,271,740 | $913.1B | 7.55% | |
| 7 | ROPROPER TECHNOLOGIES INC | 1,544,700 | $866.3B | 7.17% | |
| 8 | BNBROOKFIELD CORP | 17,958,415 | $751.9B | 6.22% | |
| 9 | CSGPCOSTAR GROUP INC | 7,261,626 | $701.5B | 5.80% | |
| 10 | DHRDANAHER CORPORATION | 1,775,400 | $443.4B | 3.67% | |
| 11 | KMXCARMAX INC | 2,701,829 | $235.4B | 1.95% | |
| 12 | UBERUBER TECHNOLOGIES INC | 1,775,000 | $136.7B | 1.13% | |
| 13 | CCCCCC INTELLIGENT SOLUTIONS HL | 7,000,000 | $83.7B | 0.69% | |
| 14 | DBRGDIGITALBRIDGE GROUP INC | 4,109,005 | $79.2B | 0.66% | |
| 15 | SBACSBA COMMUNICATIONS CORP NEW | 180,629 | $39.1B | 0.32% | |
| 16 | GSHDGOOSEHEAD INS INC | 243,672 | $16.2B | 0.13% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,490 | $6.9B | 0.06% | |
| 18 | VRSKVERISK ANALYTICS INC | 17,325 | $4.1B | 0.03% | |
| 19 | BAMBROOKFIELD ASSET MANAGMT LTD | 63,000 | $2.6B | 0.02% | |
| 20 | DLTRDOLLAR TREE INC | 2,229 | $296.0M | 0.00% |