AKRE CAPITAL MANAGEMENT LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$10.4T
Holdings
18
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 3,331,076 | $1.8T | 17.56% | |
| 2 | ORLYOREILLY AUTOMOTIVE INC | 863,910 | $1.2T | 11.90% | |
| 3 | MCOMOODYS CORP | 2,435,458 | $1.1T | 10.90% | |
| 4 | VVISA INC | 3,175,240 | $1.1T | 10.70% | |
| 5 | KKRKKR & CO L P DEL | 8,847,564 | $1.0T | 9.83% | |
| 6 | BNBROOKFIELD CORP | 19,094,021 | $1.0T | 9.62% | |
| 7 | ROPROPER TECHNOLOGIES INC | 1,449,188 | $854.4B | 8.22% | |
| 8 | CSGPCOSTAR GROUP INC | 9,313,592 | $737.9B | 7.09% | |
| 9 | AMTAMERICAN TOWER CORP NEW | 2,589,192 | $563.4B | 5.42% | |
| 10 | DHRDANAHER CORPORATION | 1,775,400 | $364.0B | 3.50% | |
| 11 | ABNBAIRBNB INC | 2,917,733 | $348.6B | 3.35% | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 13,190,384 | $119.1B | 1.15% | |
| 13 | GSHDGOOSEHEAD INS INC | 366,125 | $43.2B | 0.42% | |
| 14 | KMXCARMAX INC | 205,275 | $16.0B | 0.15% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,175 | $8.1B | 0.08% | |
| 16 | SOPHSOPHIA GENETICS SA | 2,237,504 | $7.4B | 0.07% | |
| 17 | VRSKVERISK ANALYTICS INC | 10,139 | $3.0B | 0.03% | |
| 18 | DBRGDIGITALBRIDGE GROUP INC | 164,740 | $1.5B | 0.01% |