What Chuck Akre Bought in Q1 2026

Akre Capital Management · Quarterly 13F recap as filed with the SEC.

Period: 2026-03-31 · Filed · Historical

$6.13B

Total Value

20

Holdings

4

New Buys

9

Reduced

In Q1 2026, Chuck Akre reported 20 long equity positions worth $6.13B in their Akre Capital Management 13F filing, including 4 new positions (largest: SALESFORCE INC at $134.0M) and 6 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1MAMASTERCARD INCORPORATED2281106$1.14B18.58%-24.1%
2BNBROOKFIELD CORP17027077$689.1M11.23%-36.6%
3KKRKKR & CO L P DEL6718078$621.4M10.13%-17.1%
4MCOMOODYS CORP1246114$543.6M8.86%-28.2%
5VVISA INC1638798$495.3M8.07%-38.8%
6ROPROPER TECHNOLOGIES INC1257232$444.9M7.25%+13.8%
7CSGPCOSTAR GROUP INC10348273$417.4M6.80%7.6%
8FICOFAIR ISAAC CORP363765$388.3M6.33%+31.1%
9ORLYOREILLY AUTOMOTIVE INC3885813$358.7M5.85%-42.2%
10CPRTCOPART INC7998938$265.6M4.33%+1.7%
11ABNBAIRBNB INC2034473$256.9M4.19%-41.4%
12CCCCCC INTELLIGENT SOLUTIONS HL31513070$189.1M3.08%+26.9%
13CRMSALESFORCE INC717799$134.0M2.18%NEW
14NOWSERVICENOW INC1096099$114.6M1.87%NEW
15GSHDGOOSEHEAD INS INC443385$18.9M0.31%+19.5%
16CRMSALESFORCE INC100000$18.7M0.30%NEW
17SOPHSOPHIA GENETICS SA3719140$18.4M0.30%—
18AMTAMERICAN TOWER CORP NEW50772$8.8M0.14%+-80.1%
19PRMPERIMETER SOLUTIONS INC250000$6.1M0.10%NEW
20BRK.BBerkshire Hathaway Inc. Class B10339$5.0M0.08%-13.1%