AKRE CAPITAL MANAGEMENT LLC

Est. AUM

$6.13B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MASTERCARD INCORPORATED	CL A	$1.14B	2281106	18.58%	SOLE
2	BROOKFIELD CORP	CL A LTD VT SH	$689.1M	17027077	11.23%	SOLE
3	KKR & CO L P DEL	COM UNITS	$621.4M	6718078	10.13%	SOLE
4	MOODYS CORP	COM	$543.6M	1246114	8.86%	SOLE
5	VISA INC	COM CL A	$495.3M	1638798	8.07%	SOLE
6	ROPER TECHNOLOGIES INC	COM	$444.9M	1257232	7.25%	SOLE
7	COSTAR GROUP INC	COM	$417.4M	10348273	6.80%	SOLE
8	FAIR ISAAC CORP	COM	$388.3M	363765	6.33%	SOLE
9	OREILLY AUTOMOTIVE INC	COM	$358.7M	3885813	5.85%	SOLE
10	COPART INC	COM	$265.6M	7998938	4.33%	SOLE
11	AIRBNB INC	COM CL A	$256.9M	2034473	4.19%	SOLE
12	CCC INTELLIGENT SOLUTIONS HL	COM	$189.1M	31513070	3.08%	SOLE
13	SALESFORCE INC	COM	$134.0M	717799	2.18%	SOLE
14	SERVICENOW INC	COM	$114.6M	1096099	1.87%	SOLE
15	GOOSEHEAD INS INC	COM CL A	$18.9M	443385	0.31%	SOLE
16	SALESFORCE INCCALL	COM	$18.7M	100000	0.30%	SOLE
17	SOPHIA GENETICS SA	ORDINARY SHARES	$18.4M	3719140	0.30%	SOLE
18	AMERICAN TOWER CORP NEW	COM	$8.8M	50772	0.14%	SOLE
19	PERIMETER SOLUTIONS INC	COMMON STOCK	$6.1M	250000	0.10%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.0M	10339	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.