The Capital That Moves Markets
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MAMASTERCARD INCORPORATED20.01%+1.38%$1.02BTrim-12.77%
MCOMOODYS CORP10.26%+1.37%$523.98MTrim-7.16%
BNBROOKFIELD CORP10.11%-1.16%$516.19MTrim-28.82%
KKRKKR & CO L P DEL8.95%-1.21%$457.20MTrim-25.85%
FICOFAIR ISAAC CORP8.47%+2.12%$432.30MTrim-0.53%
ROPROPER TECHNOLOGIES INC7.80%+0.52%$398.14MTrim-6.42%
VVISA INC7.46%-0.64%$381.13MTrim-32.21%
CSGPCOSTAR GROUP INC6.49%-0.34%$331.33MAdd+13.06%
CPRTCOPART INC4.41%+0.07%$225.12MTrim-0.16%
ORLYOREILLY AUTOMOTIVE INC3.90%-1.97%$199.08MTrim-44.37%
ABNBAIRBNB INC3.32%-0.88%$169.39MTrim-41.82%
CCCCCC INTELLIGENT SOLUTIONS HL3.02%-0.07%$154.07MTrim-5.25%
NOWSERVICENOW INC2.42%+0.55%$123.71MAdd+13.68%
CRMSALESFORCE INC2.20%$112.45M—
Akre Capital Management
Chuck Akre · CIK 0001112520 · filed 2026-08-14
Equity positions
NameWeightValueChange
MAMASTERCARD INCORPORATED20.01%+1.38%$1.02BTrim-12.77%MCOMOODYS CORP10.26%+1.37%$523.98MTrim-7.16%BNBROOKFIELD CORP10.11%-1.16%$516.19MTrim-28.82%KKRKKR & CO L P DEL8.95%-1.21%$457.20MTrim-25.85%FICOFAIR ISAAC CORP8.47%+2.12%$432.30MTrim-0.53%ROPROPER TECHNOLOGIES INC7.80%+0.52%$398.14MTrim-6.42%VVISA INC7.46%-0.64%$381.13MTrim-32.21%CSGPCOSTAR GROUP INC6.49%-0.34%$331.33MAdd+13.06%CPRTCOPART INC4.41%+0.07%$225.12MTrim-0.16%ORLYOREILLY AUTOMOTIVE INC3.90%-1.97%$199.08MTrim-44.37%ABNBAIRBNB INC3.32%-0.88%$169.39MTrim-41.82%CCCCCC INTELLIGENT SOLUTIONS HL3.02%-0.07%$154.07MTrim-5.25%NOWSERVICENOW INC2.42%+0.55%$123.71MAdd+13.68%CRMSALESFORCE INC2.20%$112.45M—| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED · MA | Equity | 1,989,906 | $1.02B | 20.01%+1.38% | Trim-12.77% | Financials |
| MOODYS CORP · MCO | Equity | 1,156,893 | $523.98M | 10.26%+1.37% | Trim-7.16% | Financials |
| BROOKFIELD CORP · BN | Equity | 12,119,927 | $516.19M | 10.11%-1.16% | Trim-28.82% | Financials |
| KKR & CO L P DEL · KKR | Equity | 4,981,486 | $457.20M | 8.95%-1.21% | Trim-25.85% | Financials |
| FAIR ISAAC CORP · FICO | Equity | 361,826 | $432.30M | 8.47%+2.12% | Trim-0.53% | Information Technology |
| ROPER TECHNOLOGIES INC · ROP | Equity | 1,176,562 | $398.14M | 7.80%+0.52% | Trim-6.42% | Information Technology |
| VISA INC · V | Equity | 1,110,881 | $381.13M | 7.46%-0.64% | Trim-32.21% | Financials |
| COSTAR GROUP INC · CSGP | Equity | 11,699,396 | $331.33M | 6.49%-0.34% | Add+13.06% | Real Estate |
| COPART INC · CPRT | Equity | 7,985,808 | $225.12M | 4.41%+0.07% | Trim-0.16% | Industrials |
| OREILLY AUTOMOTIVE INC · ORLY | Equity | 2,161,818 | $199.08M | 3.90%-1.97% | Trim-44.37% | Consumer Discretionary |
| AIRBNB INC · ABNB | Equity | 1,183,749 | $169.39M | 3.32%-0.88% | Trim-41.82% | Consumer Discretionary |
| CCC INTELLIGENT SOLUTIONS HL · CCC | Equity | 29,858,935 | $154.07M | 3.02%-0.07% | Trim-5.25% | Information Technology |
| SERVICENOW INC · NOW | Equity | 1,246,099 | $123.71M | 2.42%+0.55% | Add+13.68% | Information Technology |
| SALESFORCE INC · CRM | Equity | 717,799 | $112.45M | 2.20% | — | Information Technology |
Options
1 put/call positionsNameWeightValueChange
| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| SALESFORCE INC · CRM | Call | 100,000 | $15.67M | 100.00% | — | Information Technology |