AKRE CAPITAL MANAGEMENT LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$11.6T
Holdings
18
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 3,703,739 | $2.0T | 16.87% | |
| 2 | KKRKKR & CO L P DEL | 10,283,564 | $1.5T | 13.16% | |
| 3 | MCOMOODYS CORP | 3,078,927 | $1.5T | 12.61% | |
| 4 | BNBROOKFIELD CORP | 18,969,179 | $1.1T | 9.43% | |
| 5 | ORLYOREILLY AUTOMOTIVE INC | 895,280 | $1.1T | 9.18% | |
| 6 | VVISA INC | 3,271,740 | $1.0T | 8.94% | |
| 7 | AMTAMERICAN TOWER CORP NEW | 5,503,413 | $1.0T | 8.73% | |
| 8 | ROPROPER TECHNOLOGIES INC | 1,481,929 | $770.4B | 6.66% | |
| 9 | CSGPCOSTAR GROUP INC | 9,313,880 | $666.8B | 5.77% | |
| 10 | DHRDANAHER CORPORATION | 1,775,400 | $407.5B | 3.53% | |
| 11 | ABNBAIRBNB INC | 2,649,398 | $348.2B | 3.01% | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 10,681,398 | $125.3B | 1.08% | |
| 13 | KMXCARMAX INC | 667,437 | $54.6B | 0.47% | |
| 14 | GSHDGOOSEHEAD INS INC | 366,125 | $39.3B | 0.34% | |
| 15 | DBRGDIGITALBRIDGE GROUP INC | 764,730 | $8.6B | 0.07% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,274 | $6.9B | 0.06% | |
| 17 | SOPHSOPHIA GENETICS SA | 2,237,504 | $6.9B | 0.06% | |
| 18 | VRSKVERISK ANALYTICS INC | 11,301 | $3.1B | 0.03% |