Akre Capital Management LLC Top Holdings and 13F Report (2024) → Elon Musk’s Final Masterpiece: “X-9840” (From Paradigm Press) (Ad) About Akre Capital Management LLCInvestment ActivityAkre Capital Management LLC has $12.09 billion in total holdings as of March 31, 2024.Akre Capital Management LLC owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 7.58% of the portfolio was sold this quarter.This quarter, Akre Capital Management LLC has purchased 18 new stocks and bought additional shares in 1 stock.Akre Capital Management LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Mastercard $2,220,178,318Moody's $1,750,149,620KKR & Co. Inc. $1,496,585,195American Tower $1,224,628,242O'Reilly Automotive $1,115,800,796 Largest New Holdings this Quarter Uber Technologies $136,657,250 HoldingCCC Intelligent Solutions $83,720,000 HoldingSOPHiA GENETICS $1,418,356 Holding Largest Purchases this Quarter Uber Technologies 1,775,000 shares (about $136.66M)CCC Intelligent Solutions 7,000,000 shares (about $83.72M)SOPHiA GENETICS 287,699 shares (about $1.42M)CoStar Group 5,957 shares (about $575.45K) Largest Sales this Quarter Mastercard 451,542 shares (about $217.45M)KKR & Co. Inc. 1,768,668 shares (about $177.89M)Brookfield Asset Management 3,392,966 shares (about $142.57M)Moody's 323,973 shares (about $127.33M)American Tower 606,774 shares (about $119.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAkre Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAMastercard$2,220,178,318$217,449,081 ▼-8.9%4,610,29218.4%Business ServicesMCOMoody's$1,750,149,620$127,331,108 ▼-6.8%4,452,96714.5%FinanceKKRKKR & Co. Inc.$1,496,585,195$177,892,622 ▼-10.6%14,879,55112.4%FinanceAMTAmerican Tower$1,224,628,242$119,892,475 ▼-8.9%6,197,82510.1%FinanceORLYO'Reilly Automotive$1,115,800,796$35,503,276 ▼-3.1%988,4149.2%Retail/WholesaleVVisa$913,077,199$66,141,960 ▼-6.8%3,271,7407.6%Business ServicesROPRoper Technologies$866,329,548$15,699,033 ▼-1.8%1,544,7007.2%Computer and TechnologyBNBrookfield$751,918,836$3,980,832 ▼-0.5%17,958,4156.2%FinanceCSGPCoStar Group$701,473,072$575,446 ▲0.1%7,261,6265.8%Computer and TechnologyDHRDanaher$443,352,8880.0%1,775,4003.7%Multi-Sector ConglomeratesKMXCarMax$235,356,324$2,166,077 ▼-0.9%2,701,8291.9%Retail/WholesaleUBERUber Technologies$136,657,250$136,657,250 ▲New Holding1,775,0001.1%Computer and TechnologyCCCSCCC Intelligent Solutions$83,720,000$83,720,000 ▲New Holding7,000,0000.7%FinanceDBRGDigitalBridge Group$79,180,525$5,650,253 ▼-6.7%4,109,0050.7%FinanceSBACSBA Communications$39,142,3040.0%180,6290.3%FinanceGSHDGoosehead Insurance$16,233,4290.0%243,6720.1%FinanceBRK.BBerkshire Hathaway$6,934,375$29,436 ▼-0.4%16,4900.1%FinanceVRSKVerisk Analytics$4,084,0220.0%17,3250.0%Business ServicesBAMBrookfield Asset Management$2,647,260$142,572,431 ▼-98.2%63,0000.0%FinanceSOPHSOPHiA GENETICS$1,418,356$1,418,356 ▲New Holding287,6990.0%MedicalDLTRDollar Tree$296,791$2,602,014 ▼-89.8%2,2290.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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