What Chuck Akre Bought in Q2 2026
Akre Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$5.12B
Total Value
20
Holdings
0
New Buys
12
Reduced
In Q2 2026, Chuck Akre reported 20 long equity positions worth $5.12B in their Akre Capital Management 13F filing and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 1989906 | $1.02B | 19.95% | -12.8% |
| 2 | MCO | MOODYS CORP | 1156893 | $524.0M | 10.23% | -7.2% |
| 3 | BN | BROOKFIELD CORP | 12119927 | $516.2M | 10.08% | -28.8% |
| 4 | KKR | KKR & CO L P DEL | 4981486 | $457.2M | 8.93% | -25.8% |
| 5 | FICO | FAIR ISAAC CORP | 361826 | $432.3M | 8.44% | -0.5% |
| 6 | ROP | ROPER TECHNOLOGIES INC | 1176562 | $398.1M | 7.77% | -6.4% |
| 7 | V | VISA INC | 1110881 | $381.1M | 7.44% | -32.2% |
| 8 | CSGP | COSTAR GROUP INC | 11699396 | $331.3M | 6.47% | +13.1% |
| 9 | CPRT | COPART INC | 7985808 | $225.1M | 4.39% | -0.2% |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | 2161818 | $199.1M | 3.89% | -44.4% |
| 11 | ABNB | AIRBNB INC | 1183749 | $169.4M | 3.31% | -41.8% |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | 29858935 | $154.1M | 3.01% | -5.2% |
| 13 | NOW | SERVICENOW INC | 1246099 | $123.7M | 2.42% | +13.7% |
| 14 | CRM | SALESFORCE INC | 717799 | $112.5M | 2.20% | — |
| 15 | GSHD | GOOSEHEAD INS INC | 443385 | $21.5M | 0.42% | — |
| 16 | SOPH | SOPHIA GENETICS SA | 3719140 | $21.5M | 0.42% | — |
| 17 | CRM | SALESFORCE INC | 100000 | $15.7M | 0.31% | — |
| 18 | PRM | PERIMETER SOLUTIONS INC | 250000 | $8.9M | 0.17% | — |
| 19 | AMT | AMERICAN TOWER CORP NEW | 29254 | $4.8M | 0.09% | -42.4% |
| 20 | BRK.B | Berkshire Hathaway Inc. Class B | 8184 | $4.1M | 0.08% | +-20.8% |