Akre Capital Management
Akre Capital Management (AKRE CAPITAL MANAGEMENT LLC) reported 20 positions worth $5.12B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MA (20.0%). Biggest move: reduce BN ($209.0M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MA | SH | $1.02B | 19.95% | >10 Years | 1,989,906 | — | — | |
| ▸ 2 | MCO | SH | $524.0M | 10.23% | >10 Years | 1,156,893 | — | — | |
| ▸ 3 | BN | SH | $516.2M | 10.08% | 3.8 Years | 12,119,927 | — | — | |
| ▸ 4 | KKR | SH | $457.2M | 8.93% | 8.3 Years | 4,981,486 | — | — | |
| ▸ 5 | FICO | SH | $432.3M | 8.44% | 1.3 Years | 361,826 | — | — | |
| ▸ 6 | ROP | SH | $398.1M | 7.77% | >10 Years | 1,176,562 | — | — | |
| ▸ 7 | V | SH | $381.1M | 7.44% | >10 Years | 1,110,881 | — | — | |
| ▸ 8 | CSGP | SH | $331.3M | 6.47% | 6.8 Years | 11,699,396 | — | — | |
| ▸ 9 | CPRT | SH | $225.1M | 4.39% | 1.3 Years | 7,985,808 | — | — | |
| ▸ 10 | ORLY | SH | $199.1M | 3.89% | >10 Years | 2,161,818 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Valley Forge Capital (Dev Kantesaria) | 18.2% | FICO, MCO, MA, V |
| Aquamarine (Guy Spier) | 13.0% | MCO, MA, BRK-B |
| Weitz Investment Management | 9.5% | MA, V, BRK-B, CSGP, CRM, PRM |
| ValueAct Holdings | 8.8% | V, KKR, CRM |
| Egerton Capital (UK) | 7.7% | MCO, MA, V |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Akre Capital Management hold as of Q2 2026?
Akre Capital Management reported 20 positions worth $5.12B in its Q2 2026 13F filing. Largest positions: MA (20.0%), MCO (10.2%), BN (10.1%), KKR (8.9%) and FICO (8.4%).
What did Akre Capital Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Akre Capital Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.