Portfolios of the great investors (13F)
Chuck Akre portfolio · Akre Capital
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 5.107 M$
- Holdings
- 19
- Buys
- 2
- Sells
- 12
| Costar Group Inc | increased 13% |
| Servicenow Inc | increased 14% |
| Mastercard Incorporated (A) | reduced -13% |
| Moodys Corp | reduced -7% |
| Brookfield Corp (A) | reduced -29% |
| Kkr & Co L P Del | reduced -26% |
| Fair Isaac Corp | reduced -1% |
| Roper Technologies Inc | reduced -6% |
| Visa Inc (A) | reduced -32% |
| Oreilly Automotive Inc | reduced -44% |
| Airbnb Inc (A) | reduced -42% |
| Ccc Intelligent Solutions Hl | reduced -5% |
| American Tower Corp New | reduced -42% |
| Berkshire Hathaway Inc Del (B) | reduced -21% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Mastercard Incorporated (A) | 20,0% | 1.022 M$ | 1.989.906 | reduced -13% |
| Moodys Corp | 10,3% | 524 M$ | 1.156.893 | reduced -7% |
| Brookfield Corp (A) | 10,1% | 516 M$ | 12.119.927 | reduced -29% |
| Kkr & Co L P Del | 9,0% | 457 M$ | 4.981.486 | reduced -26% |
| Fair Isaac Corp | 8,5% | 432 M$ | 361.826 | reduced -1% |
| Roper Technologies Inc | 7,8% | 398 M$ | 1.176.562 | reduced -6% |
| Visa Inc (A) | 7,5% | 381 M$ | 1.110.881 | reduced -32% |
| Costar Group Inc | 6,5% | 331 M$ | 11.699.396 | increased 13% |
| Copart Inc | 4,4% | 225 M$ | 7.985.808 | |
| Oreilly Automotive Inc | 3,9% | 199 M$ | 2.161.818 | reduced -44% |
| Airbnb Inc (A) | 3,3% | 169 M$ | 1.183.749 | reduced -42% |
| Ccc Intelligent Solutions Hl | 3,0% | 154 M$ | 29.858.935 | reduced -5% |
| Servicenow Inc | 2,4% | 124 M$ | 1.246.099 | increased 14% |
| Salesforce Inc | 2,2% | 112 M$ | 717.799 | |
| Goosehead Ins Inc (A) | 0,4% | 22 M$ | 443.385 | |
| Sophia Genetics Sa | 0,4% | 21 M$ | 3.719.140 | |
| Perimeter Solutions Inc | 0,2% | 9 M$ | 250.000 | |
| American Tower Corp New | 0,1% | 5 M$ | 29.254 | reduced -42% |
| Berkshire Hathaway Inc Del (B) | 0,1% | 4 M$ | 8.184 | reduced -21% |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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