What Chuck Akre Bought in Q2 2024
Akre Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$11.37B
Total Value
19
Holdings
1
New Buys
11
Reduced
In Q2 2024, Chuck Akre reported 19 long equity positions worth $11.37B in their Akre Capital Management 13F filing, including 1 new positions (largest: AIRBNB INC at $141.9M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 4039349 | $1.78B | 15.68% | -12.4% |
| 2 | MCO | MOODYS CORP | 4221104 | $1.78B | 15.63% | -5.2% |
| 3 | KKR | KKR & CO L P DEL | 13689816 | $1.44B | 12.68% | -8.0% |
| 4 | AMT | AMERICAN TOWER CORP NEW | 6134307 | $1.19B | 10.49% | -1.0% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 956079 | $1.01B | 8.88% | -3.3% |
| 6 | ROP | ROPER TECHNOLOGIES INC | 1543679 | $870.1M | 7.66% | -0.1% |
| 7 | V | VISA INC | 3271740 | $858.7M | 7.56% | — |
| 8 | BN | BROOKFIELD CORP | 18465882 | $767.1M | 6.75% | +2.8% |
| 9 | CSGP | COSTAR GROUP INC | 8770423 | $650.2M | 5.72% | +20.8% |
| 10 | DHR | DANAHER CORPORATION | 1775400 | $443.6M | 3.90% | — |
| 11 | KMX | CARMAX INC | 2145509 | $157.4M | 1.38% | -20.6% |
| 12 | ABNB | AIRBNB INC | 935876 | $141.9M | 1.25% | NEW |
| 13 | SBAC | SBA COMMUNICATIONS CORP NEW | 500000 | $98.2M | 0.86% | +176.8% |
| 14 | CCC | CCC INTELLIGENT SOLUTIONS HL | 7815722 | $86.8M | 0.76% | +11.7% |
| 15 | DBRG-PJ | DIGITALBRIDGE GROUP INC | 3643094 | $49.9M | 0.44% | -11.3% |
| 16 | GSHD | GOOSEHEAD INS INC | 366125 | $21.0M | 0.19% | +50.3% |
| 17 | SOPH | SOPHIA GENETICS SA | 1920432 | $8.8M | 0.08% | 567.5% |
| 18 | BRK.B | Berkshire Hathaway Inc. Class B | 15895 | $6.5M | 0.06% | -3.6% |
| 19 | VRSK | VERISK ANALYTICS INC | 16069 | $4.3M | 0.04% | -7.2% |