Chuck Akre portfolio
Akre Capital Management · 13F for Q2 2026, filed Aug 14, 2026
Akre Capital Management, the firm Chuck Akre founded, reported 20 positions worth $5.1B as of Jun 30, 2026. The largest were Mastercard Inc (19.9%), Moodys Corp (10.2%) and BROOKFIELD Corp (10.1%). Against Q1 2026: 0 new, 2 added to, 13 reduced, 0 sold out.
The filing on sec.gov · Every fund · What a 13F shows
- Reported value
- $5.1Bas of Jun 30
- Positions
- 200 new, 0 sold out
- Largest position
- MA19.9% of the portfolio
- Top 10 positions
- 88%of reported value
What Chuck Akre bought
Q2 2026 against Q1 2026| Position | Change | Value |
|---|---|---|
| CSGPCostar Group, Inc. | +13.1% | $38.3M |
| NOWServiceNow, Inc. | +13.7% | $14.9M |
CSGPCostar Group, Inc.
NOWServiceNow, Inc.What Chuck Akre sold
Largest 2 of 13| Position | Change | Value |
|---|---|---|
| BNBROOKFIELD Corp | −28.8% | $209M |
| VVisa Inc. | −32.2% | $181M |
BNBROOKFIELD Corp
VVisa Inc.Every position, largest first
20 positions, Q2 2026| Position | Portfolio | Value | Change |
|---|---|---|---|
| MAMastercard Inc | 19.9% | $1.0B | −12.8% |
| MCOMoodys Corp | 10.2% | $524M | −7.2% |
| BNBROOKFIELD Corp | 10.1% | $516M | −28.8% |
| KKRKKR & Co. Inc. | 8.93% | $457M | −25.9% |
| FICOFair Isaac Corp | 8.44% | $432M | −0.5% |
| ROPRoper Technologies Inc | 7.77% | $398M | −6.4% |
| VVisa Inc. | 7.44% | $381M | −32.2% |
| CSGPCostar Group, Inc. | 6.47% | $331M | +13.1% |
| CPRTCopart Inc | 4.39% | $225M | −0.2% |
| ORLYO Reilly Automotive Inc | 3.89% | $199M | −44.4% |
| ABNBAirbnb, Inc. | 3.31% | $169M | −41.8% |
| CCCCCC Intelligent Solutions Holdings Inc. | 3.01% | $154M | −5.3% |
| NOWServiceNow, Inc. | 2.42% | $124M | +13.7% |
| CRMSalesforce, Inc. | 2.20% | $112M | No change |
| GSHDGoosehead Insurance, Inc. | 0.42% | $21.5M | No change |
| SOPHSOPHiA GENETICS SA | 0.42% | $21.5M | No change |
| CRMSalesforce, Inc. · Call options | 0.31% | $15.7M | No change |
| PRMPerimeter Solutions, Inc. | 0.17% | $8.9M | No change |
| AMTAmerican Tower Corp | 0.09% | $4.8M | −42.4% |
| BRK-BBerkshire Hathaway Inc | 0.08% | $4.1M | −20.8% |
MAMastercard Inc
MCOMoodys Corp
KKRKKR & Co. Inc.
FICOFair Isaac Corp
CPRTCopart Inc
ORLYO Reilly Automotive Inc
ABNBAirbnb, Inc.
CCCCCC Intelligent Solutions Holdings Inc.
CRMSalesforce, Inc.
GSHDGoosehead Insurance, Inc.
SOPHSOPHiA GENETICS SAWhat a 13F shows
This is Akre Capital Management’s Form 13F for the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026 as AKRE CAPITAL MANAGEMENT LLC. A 13F lists long positions in US-listed securities on the quarter’s last day: shares, convertible bonds, puts and calls. It does not list short positions, cash, private holdings or most securities listed abroad, and a position may have changed since.
Options are shown as options, never added to the shares of the stock they are written on. A change is the share count against the fund's filing for Q1 2026; the estimated value of a change uses the price the filing's own figures imply. Where a count moved with a stock split, no change is shown.