AKRE CAPITAL MANAGEMENT LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$11.4B

Holdings

19

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (19 positions)

#StockSharesValue% PortfolioType
1
MAMASTERCARD INCORPORATED
4,039,349$1.8T15678.22%
2
MCOMOODYS CORP
4,221,104$1.8T15632.38%
3
KKRKKR & CO L P DEL
13,689,816$1.4T12675.57%
4
AMTAMERICAN TOWER CORP NEW
6,134,307$1.2T10490.74%
5
ORLYOREILLY AUTOMOTIVE INC
956,079$1.0T8883.24%
6
ROPROPER TECHNOLOGIES INC
1,543,679$870.1B7655.32%
7
VVISA INC
3,271,740$858.7B7555.22%
8
BNBROOKFIELD CORP
18,465,882$767.1B6748.78%
9
CSGPCOSTAR GROUP INC
8,770,423$650.2B5720.87%
10
DHRDANAHER CORPORATION
1,775,400$443.6B3902.69%
11
KMXCARMAX INC
2,145,509$157.4B1384.39%
12
ABNBAIRBNB INC
935,876$141.9B1248.50%
13
SBACSBA COMMUNICATIONS CORP NEW
500,000$98.2B863.53%
14
CCCCCC INTELLIGENT SOLUTIONS HL
7,815,722$86.8B763.96%
15
DBRGDIGITALBRIDGE GROUP INC
3,643,094$49.9B439.11%
16
GSHDGOOSEHEAD INS INC
366,125$21.0B185.02%
17
SOPHSOPHIA GENETICS SA
1,920,432$8.8B77.38%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
15,895$6.5B56.89%
19
VRSKVERISK ANALYTICS INC
16,069$4.3B38.10%