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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2022-11-14 (Q3 2022) | Holdings: 22 | Value: $11.3B | Filing Link
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Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MA - MASTERCARD INCORPORATED | 14.78% | $1.7B | +64.72% | +6.82% | +15.19% | ||
| AMT - AMERICAN TOWER CORP NEW | 13.21% | $1.5B | +12.14% | +1.30% | -6.01% | ||
| MCO - MOODYS CORP | 12.23% | $1.4B | +68.90% | +2.86% | +17.06% | ||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 6% $(70.3M) | 9.13% | $1.0B | +66.51% | +4.32% | +17.90% | |
| V - VISA INC | 8.22% | $931.7M | +72.06% | +9.23% | +19.09% | ||
| KKR - KKR & CO L P DEL | Add 1% ($3.3M) | 5.86% | $664.5M | +156.02% | +7.13% | +21.84% | |
| ROP - ROPER TECHNOLOGIES INC | 5.25% | $595.4M | +31.50% | -3.21% | +20.11% | ||
| BAM - BROOKFIELD ASSET MGMT INC | 4.82% | $546.6M | +68.85% | -3.73% | -8.48% | ||
| CSGP - COSTAR GROUP INC | 4.37% | $495.3M | -0.46% | -5.18% | -1.14% | ||
| KMX - CARMAX INC | 4.28% | $485.4M | -10.25% | -0.84% | -10.84% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 4.04% | $458.5M | +9.71% | +7.90% | +70.86% | ||
| CRM - SALESFORCE COM INC | Add 1% ($3.7M) | 3.93% | $445.3M | +69.69% | +5.18% | +34.88% | |
| DHR - DANAHER CORPORATION | 3.77% | $427.5M | -15.71% | -5.41% | -13.30% | ||
| VRSK - VERISK ANALYTICS INC | 3.68% | $416.8M | +73.85% | +0.42% | +35.24% | ||
| SNOW - SNOWFLAKE INC | 1.50% | $170.0M | +34.97% | +5.85% | -1.55% | ||
| DBRG - DIGITALBRIDGE GROUP INC | New Purchase | 0.51% | $57.8M | -28.37% | +2.96% | +15.71% | |
| ALRM - ALARM COM HLDGS INC | 0.15% | $17.1M | +2.55% | -2.25% | +5.36% | ||
| GOOG - ALPHABET INC | CALL | Add 1900% ($9.1M) | 0.08% | $9.6M | |||
| GSHD - GOOSEHEAD INS INC | Reduce 30% $(3.7M) | 0.08% | $8.7M | +162.38% | +6.43% | +80.53% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.04% | $4.6M | +52.22% | -1.29% | +13.75% | ||
| DLTR - DOLLAR TREE INC | 0.04% | $4.5M | -37.77% | -11.10% | -29.23% | ||
| MA - MASTERCARD INCORPORATED | CALL | 0.03% | $2.8M | ||||
| DBRG - DIGITALBRIDGE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| TDUP - THREDUP INC | Reduce 100% | 0.00% | $0.00 | ||||