AKRE CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$10.0T
Holdings
19
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 3,155,594 | $1.8T | 17.89% | |
| 2 | BNBROOKFIELD CORP | 19,215,941 | $1.3T | 13.14% | |
| 3 | KKRKKR & CO L P DEL | 8,713,264 | $1.1T | 11.29% | |
| 4 | VVISA INC | 2,973,760 | $1.0T | 10.12% | |
| 5 | MCOMOODYS CORP | 2,118,949 | $1.0T | 10.07% | |
| 6 | ORLYOREILLY AUTOMOTIVE INC | 8,612,428 | $928.5B | 9.26% | |
| 7 | CSGPCOSTAR GROUP INC | 9,306,485 | $785.2B | 7.83% | |
| 8 | ROPROPER TECHNOLOGIES INC | 1,156,673 | $576.8B | 5.75% | |
| 9 | ABNBAIRBNB INC | 3,473,243 | $421.7B | 4.20% | |
| 10 | FICOFAIR ISAAC CORP | 260,849 | $390.4B | 3.89% | |
| 11 | CPRTCOPART INC | 4,236,760 | $190.5B | 1.90% | |
| 12 | DHRDANAHER CORPORATION | 874,831 | $173.4B | 1.73% | |
| 13 | CCCCCC INTELLIGENT SOLUTIONS HL | 16,270,128 | $148.2B | 1.48% | |
| 14 | AMTAMERICAN TOWER CORP NEW | 442,843 | $85.2B | 0.85% | |
| 15 | GSHDGOOSEHEAD INS INC | 366,125 | $27.2B | 0.27% | |
| 16 | SOPHSOPHIA GENETICS SA | 3,719,140 | $17.7B | 0.18% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,985 | $7.0B | 0.07% | |
| 18 | KMXCARMAX INC | 150,600 | $6.8B | 0.07% | |
| 19 | VRSKVERISK ANALYTICS INC | 8,279 | $2.1B | 0.02% |