AKRE CAPITAL MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SALESFORCE INC(CRM) | 0 | 717,799 | +717,799 | 0 | 133,991,539 | 2.19% | +133,991,539 |
| SERVICENOW INC(NOW) | 0 | 1,096,099 | +1,096,099 | 0 | 114,597,150 | 1.87% | +114,597,150 |
| SALESFORCE INC(CRM)(Call) | 0 | 100,000 | +100,000 | 0 | 18,667,000 | — | +18,667,000 |
| PERIMETER SOLUTIONS INC(PRM) | 0 | 250,000 | +250,000 | 0 | 6,105,000 | 0.10% | +6,105,000 |
| SOPHIA GENETICS SA | 0 | 3,719,140 | +3,719,140 | 0 | 18,409,743 | 0.30% | +18,409,743 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 10,339 | +10,339 | 0 | 4,954,449 | 0.08% | +4,954,449 |
| CARMAX INC(KMX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CCC INTELLIGENT SOLUTIONS HL(CCC) | 0 | 31,513,070 | +31,513,070 | 0 | 189,078,420 | 3.09% | +189,078,420 |
| GOOSEHEAD INS INC(GSHD) | 0 | 443,385 | +443,385 | 0 | 18,914,804 | 0.31% | +18,914,804 |
| DANAHER CORPORATION(DHR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AMERICAN TOWER CORP NEW(AMT) | 0 | 50,772 | +50,772 | 0 | 8,762,232 | 0.14% | +8,762,232 |
| COPART INC(CPRT) | 0 | 7,998,938 | +7,998,938 | 0 | 265,564,742 | 4.34% | +265,564,742 |
| ROPER TECHNOLOGIES INC(ROP) | 0 | 1,257,232 | +1,257,232 | 0 | 444,884,116 | 7.27% | +444,884,116 |
| FAIR ISAAC CORP(FICO) | 0 | 363,765 | +363,765 | 0 | 388,333,688 | 6.35% | +388,333,688 |
| AIRBNB INC | 0 | 2,034,473 | +2,034,473 | 0 | 256,913,250 | 4.20% | +256,913,250 |
| COSTAR GROUP INC(CSGP) | 0 | 10,348,273 | +10,348,273 | 0 | 417,449,333 | 6.83% | +417,449,333 |
| OREILLY AUTOMOTIVE INC(ORLY) | 0 | 3,885,813 | +3,885,813 | 0 | 358,699,398 | 5.87% | +358,699,398 |
| MOODYS CORP(MCO) | 0 | 1,246,114 | +1,246,114 | 0 | 543,617,232 | 8.89% | +543,617,232 |
| KKR & CO L P DEL | 0 | 6,718,078 | +6,718,078 | 0 | 621,422,174 | 10.16% | +621,422,174 |
| VISA INC(V) | 0 | 1,638,798 | +1,638,798 | 0 | 495,310,308 | 8.10% | +495,310,308 |
| BROOKFIELD CORP(BN) | 0 | 17,027,077 | +17,027,077 | 0 | 689,085,823 | 11.27% | +689,085,823 |
| MASTERCARD INCORPORATED(MA) | 0 | 2,281,106 | +2,281,106 | 0 | 1,139,777,424 | 18.64% | +1,139,777,424 |