Hedge fund
Chuck Akre
Akre Capital Management
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$6.1B
Positions
19
Concentration
Concentrated
Top holding
19%MA
Top 5
57%of book
Top 10
88%of book
Top 5
6 – 10
Tail
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATEDMA | 18.64% | ↘Reduced 24.10% | 2.3M shares · $499.66 $1.1B |
| 2 | BROOKFIELD CORPBN | 11.27% | ↘Reduced 36.57% | 17.0M shares · $40.47 $689.1M |
| 3 | KKRKKR | 10.16% | ↘Reduced 17.12% | 6.7M shares · $92.50 $621.4M |
| 4 | MOODYS CORPMCO | 8.89% | ↘Reduced 28.19% | 1.2M shares · $436.25 $543.6M |
| 5 | VISAV | 8.10% | ↘Reduced 38.77% | 1.6M shares · $302.24 $495.3M |
| 6 | ROPER TECHNOLOGIESROP | 7.27% | ↗Added 13.76% | 1.3M shares · $353.86 $444.9M |
| 7 | COSTARCSGP | 6.83% | ↗Added 7.59% | 10.3M shares · $40.34 $417.4M |
| 8 | Fair IsaacFICO | 6.35% | ↗Added 31.11% | 363.8K shares · $1067.54 $388.3M |
| 9 | OREILLY AUTOMOTIVEORLY | 5.87% | ↘Reduced 42.17% | 3.9M shares · $92.31 $358.7M |
| 10 | COPARTCPRT | 4.34% | ↗Added 1.66% | 8.0M shares · $33.20 $265.6M |
| 11 | AIRBNBABNB | 4.20% | ↘Reduced 41.42% | 2.0M shares · $126.28 $256.9M |
| 12 | CCC INTELLIGENT SOLUTIONS HLCCC | 3.09% | ↗Added 26.88% | 31.5M shares · $6.00 $189.1M |
| 13 | SALESFORCECRM | 2.19% | ↗Buy | 717.8K shares · $186.67 $134.0M |
| 14 | SERVICENOWNOW | 1.87% | ↗Buy | 1.1M shares · $104.55 $114.6M |
| 15 | GOOSEHEAD INSGSHD | 0.31% | ↗Added 19.48% | 443.4K shares · $42.66 $18.9M |
| 16 | SOPHIA GENETICSSOPH | 0.30% | 3.7M shares · $4.95 $18.4M | |
| 17 | AMERICAN TOWER CORP NEWAMT | 0.14% | ↘Reduced 80.11% | 50.8K shares · $172.58 $8.8M |
| 18 | PERIMETER SOLUTIONSPRM | 0.10% | ↗Buy | 250.0K shares · $24.42 $6.1M |
| 19 | BERKSHIRE HATHAWAYBRK-B | 0.08% | ↘Reduced 13.13% | 10.3K shares · $479.20 $5.0M |
| 19 positions | 100.00% | $6.1B |