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Asset Manager ← All Institutions

AKRE CAPITAL MANAGEMENT LLC

Q2 2026 · Filed 2026-08-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$4.6B

-15.4%

Holdings

-2

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

90.3%

Turnover

0.0%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
FICO	9.30%	7.07%	+2.23%	$432M
MCO	11.27%	9.89%	+1.38%	$524M
MA	21.98%	20.74%	+1.24%	$1.0B
NOW	2.66%	2.09%	+0.57%	$124M
ROP	8.56%	8.10%	+0.47%	$398M
SOPH	0.46%	0.34%	+0.13%	$21M
GSHD	0.46%	0.34%	+0.12%	$22M
PRM	0.19%	0.11%	+0.08%	$9M
CPRT	4.84%	4.83%	+0.01%	$225M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
ORLY	4.28%	6.53%	-2.25%	$199M
BN	11.10%	12.54%	-1.44%	$516M
ABNB	3.64%	4.68%	-1.03%	$169M
V	8.20%	9.01%	-0.82%	$381M
CSGP	7.13%	7.60%	-0.47%	$331M
CCCS	3.31%	3.44%	-0.13%	$154M
AMT	0.10%	0.16%	-0.06%	$5M
CRM	2.42%	2.44%	-0.02%	$112M
BRK-B	0.09%	0.09%	-0.00%	$4M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	3	$1.4B	30.3%
Large Cap	11	$3.0B	65.3%
Mid Cap	2	$163M	3.5%
Small Cap	2	$43M	0.9%

Portfolio Analytics

Avg Market Cap

$170.7B

Median Market Cap

$73.0B

Avg P/E

42.4

Median P/E

29.1

Avg Dividend Yield

0.01%

Avg Beta

1.04

# Stocks

# ETFs / Funds

Top Holdings (18 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %
1	MA	21.98%	1,989,906	$1.0B	$513.60	-$118M	-291,200	-12.8%
2	MCO	11.27%	1,156,893	$524M	$452.92	-$20M	-89,221	-7.2%
3	BN	11.10%	12,119,927	$516M	$42.59	-$173M	-4,907,150	-28.8%
4	FICO	9.30%	361,826	$432M	$1,194.78	$44M	-1,939	-0.5%
5	ROP	8.56%	1,176,562	$398M	$338.39	-$47M	-80,670	-6.4%
6	V	8.20%	1,110,881	$381M	$343.09	-$114M	-527,917	-32.2%
7	CSGP	7.13%	11,699,396	$331M	$28.32	-$86M	+1,351,123	+13.1%
8	CPRT	4.84%	7,985,808	$225M	$28.19	-$40M	-13,130	-0.2%
9	ORLY	4.28%	2,161,818	$199M	$92.09	-$160M	-1,723,995	-44.4%
10	ABNB	3.64%	1,183,749	$169M	$143.10	-$88M	-850,724	-41.8%
11	CCCS	3.31%	29,858,935	$154M	$5.16	-$35M	-1,654,135	-5.2%
12	NOW	2.66%	1,246,099	$124M	$99.28	$9M	+150,000	+13.7%
13	CRM	2.42%	717,799	$112M	$156.66	-$22M	—	—
14	GSHD	0.46%	443,385	$22M	$48.50	$3M	—	—
15	SOPH	0.46%	3,719,140	$21M	$5.77	$3M	—	—
16	PRM	0.19%	250,000	$9M	$35.65	$3M	—	—
17	AMT	0.10%	29,254	$5M	$163.57	-$4M	-21,518	-42.4%
18	BRK-B	0.09%	8,184	$4M	$500.39	-$859K	-2,155	-20.8%

View SEC EDGAR Filings for AKRE CAPITAL MANAGEMENT LLC →