Arkolith/Funds/Akre Capital Management LLC

Akre Capital Management LLC

CIK 1112520Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Akre Capital Management LLC holds a focused book of 19 stocks worth $5.1B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Danaher Corp and trimmed Mastercard Inc - A. Their largest long position is Mastercard Inc - A at 20% of the equity book. They also disclosed $15.7M in call options (bullish), shown separately below and excluded from the equity book.

Opened
2
bought for the first time
Added to
2
already held, bought more
Trimmed
13
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
58%
Top 10 holdings
88%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
47%
Industrials
18%
Information Technology
16%
Real Estate
10%
Consumer Discretionary
8%
Materials
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Akre Capital Management LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.21 / 19$205.8B
GEODE CAPITAL MANAGEMENT, LLC21 / 19$69.1B
MORGAN STANLEY21 / 19$53.6B
JPMORGAN CHASE & CO21 / 19$40.8B
GOLDMAN SACHS GROUP INC21 / 19$21.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME21 / 19$20.2B
ROYAL BANK OF CANADA21 / 19$19.1B
PRINCIPAL FINANCIAL GROUP INC21 / 19$15.7B

Ranked by how many of Akre Capital Management LLC's top 19 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

19 positions
#SecurityValueShares% PortLast moveHistory
1Mastercard Incorporated
CL A
$1.0B1.99M
20.0%
−13%
Reduced · −291K sh
2Moodys Corp
COM
$524.0M1.16M
10.3%
−7.2%
Reduced · −89K sh
3Brookfield Corp
CL A LTD VT SH
$516.2M12.12M
10.1%
−29%
Reduced · −4.9M sh
4KKR & Co L P Del
COM UNITS
$457.2M4.98M
9.0%
−26%
Reduced · −1.7M sh
5Fair Isaac Corp
COM
$432.3M361.8K
8.5%
−0.5%
Reduced · −2K sh
6Roper Technologies Inc
COM
$398.1M1.18M
7.8%
−6.4%
Reduced · −81K sh
7Visa Inc
COM CL A
$381.1M1.11M
7.5%
−32%
Reduced · −528K sh
8Costar Group Inc
COM
$331.3M11.70M
6.5%
+13%
Added · +1.4M sh
9Copart Inc
COM
$225.1M7.99M
4.4%
−0.2%
Reduced · −13K sh
10Oreilly Automotive Inc
COM
$199.1M2.16M
3.9%
−44%
Reduced · −1.7M sh
11Airbnb Inc
COM CL A
$169.4M1.18M
3.3%
−42%
Reduced · −851K sh
12CCC Intelligent Solutions HL
COM
$154.1M29.86M
3.0%
−5.2%
Reduced · −1.7M sh
13Servicenow Inc
COM
$123.7M1.25M
2.4%
+14%
Added · +150K sh
14Salesforce Inc
COM
$112.5M717.8K
2.2%
Held
15Goosehead Ins Inc
COM CL A
$21.5M443.4K
0.4%
Held
16Sophia Genetics Sa
ORDINARY SHARES
$21.5M3.72M
0.4%
Held
17Perimeter Solutions Inc
COMMON STOCK
$8.9M250.0K
0.2%
Held
18American Tower Corp New
COM
$4.8M29.3K
0.1%
−42%
Reduced · −22K sh
19Berkshire Hathaway Inc Del
CL B NEW
$4.1M8.2K
0.1%
−21%
Reduced · −2K sh
Showing all 19 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$15.7M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSALESFORCE INCCRM$15.7M100K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202620$5.1B13F-HR
Q1 2026Mar 31, 2026May 14, 202620$6.1B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202618$9.1B13F-HR
Q3 2025Sep 30, 2025Nov 13, 202519$10.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202519$10.2B13F-HR
Q1 2025Mar 31, 2025May 13, 202518$10.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202518$11.6B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202418$12.0B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202419$11.4B13F-HR
Q1 2024Mar 31, 2024May 23, 202421$12.1B13F-HR/A
Q4 2023Dec 31, 2023Feb 9, 202418$11.9B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202318$11.5B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202319$12.0B13F-HR
Q1 2023Mar 31, 2023May 12, 202320$11.4B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202321$11.1B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202222$11.3B13F-HR
Q2 2022Jun 30, 2022Aug 11, 202223$12.5B13F-HR
Q1 2022Mar 31, 2022May 13, 202222$14.7B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202224$17.9B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202125$16.2B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202125$16.2B13F-HR
Q1 2021Mar 31, 2021Jul 9, 202124$14.7B13F-HR/A
Amended / restated
  • Q1 2024 · filed May 13, 202413F-HR · superseded
  • Q1 2021 · filed May 13, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.