Akre Capital Management (Chuck Akre)Superinvestor
About Akre Capital Management (Chuck Akre)’s 13F portfolio
Akre Capital Management (Chuck Akre) is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Akre Capital Management (Chuck Akre) reported $5.1B across 19 US-listed positions (). Its largest position is MASTERCARD INCORPORATED (MA) at 20% of the reported book, and its ten biggest holdings make up 88% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NYSE: MA MASTERCARD INCORPORATED | — — | 20% | 2.0M | $1.0B |
| 2 |  NYSE: MCO MOODYS CORP | — — | 10% | 1.2M | $524.0M |
| 3 |  NYSE: BN BROOKFIELD CORP | — — | 10% | 12.1M | $516.2M |
| 4 |  NYSE: KKR KKR & CO L P DEL | — — | 9.0% | 5.0M | $457.2M |
| 5 |  NYSE: FICO FAIR ISAAC CORP | — — | 8.5% | 362K | $432.3M |
| 6 |  NASDAQ: ROP ROPER TECHNOLOGIES INC | — — | 7.8% | 1.2M | $398.1M |
| 7 |  NYSE: V VISA INC | — — | 7.5% | 1.1M | $381.1M |
| 8 |  NASDAQ: CSGP COSTAR GROUP INC | — — | 6.5% | 11.7M | $331.3M |
| 9 |  NASDAQ: CPRT COPART INC | — — | 4.4% | 8.0M | $225.1M |
| 10 |  NASDAQ: ORLY OREILLY AUTOMOTIVE INC | — — | 3.9% | 2.2M | $199.1M |
| 11 |  NASDAQ: ABNB AIRBNB INC | — — | 3.3% | 1.2M | $169.4M |
| 12 |  NASDAQ: CCC CCC INTELLIGENT SOLUTIONS HL | — — | 3.0% | 29.9M | $154.1M |
| 13 |  NYSE: NOW SERVICENOW INC | — — | 2.4% | 1.2M | $123.7M |
| 14 |  NYSE: CRM SALESFORCE INC | — — | 2.2% | 718K | $112.5M |
| 15 |  NASDAQ: GSHD GOOSEHEAD INS INC | — — | 0.4% | 443K | $21.5M |
| 16 |  NASDAQ: SOPH SOPHIA GENETICS SA | — — | 0.4% | 3.7M | $21.5M |
| 17 |  NYSE: PRM PERIMETER SOLUTIONS INC | — — | 0.2% | 250K | $8.9M |
| 18 |  NYSE: AMT AMERICAN TOWER CORP NEW | — — | 0.1% | 29K | $4.8M |
| 19 |  BRK/B BERKSHIRE HATHAWAY INC DEL | — — | 0.1% | 8K | $4.1M |
Showing the 19 largest positions reported in this 13F.
- Financial Services57%
- Technology24%
- Consumer Cyclical7.2%
- Real Estate6.6%
- Industrials4.4%
- Healthcare0.4%
- Basic Materials0.2%
- AddedCSGPCOSTAR GROUP INC+13.1%$331.3M
- AddedNOWSERVICENOW INC+13.7%$123.7M
- ReducedMAMASTERCARD INCORPORATED−12.8%$1.0B
- ReducedMCOMOODYS CORP−7.2%$524.0M
- ReducedBNBROOKFIELD CORP−28.8%$516.2M
- ReducedKKRKKR & CO L P DEL−25.8%$457.2M
- ReducedFICOFAIR ISAAC CORP−0.5%$432.3M
- ReducedROPROPER TECHNOLOGIES INC−6.4%$398.1M
- ReducedVVISA INC−32.2%$381.1M
- ReducedCPRTCOPART INC−0.2%$225.1M
- ReducedORLYOREILLY AUTOMOTIVE INC−44.4%$199.1M
- ReducedABNBAIRBNB INC−41.8%$169.4M
Reading Akre Capital Management (Chuck Akre)’s 13F portfolio
Akre Capital Management (Chuck Akre)’s $5.1B 13F book is spread across 19 reported positions and is highly concentrated — its ten largest positions alone are 88% of the portfolio. A book this concentrated means a small group of names drives most of its performance. Its five largest positions are MA, MCO, BN, KKR and FICO, led by MASTERCARD INCORPORATED (MA) at 20% of the portfolio. The heaviest sector exposure is Financial Services (57%), then Technology (24%).
What Akre Capital Management (Chuck Akre) changed last quarter
Between 2026-03-31 and Q2 2026, Akre Capital Management (Chuck Akre) was a net seller: it opened 0 new positions and added to 2 more, while trimming 13 and closing 0 outright. Against a 19-name book, that is low turnover, pointing to gradual, incremental repositioning rather than a wholesale change of view. Its largest new or increased position was COSTAR GROUP INC (CSGP), and its biggest reduction was MASTERCARD INCORPORATED (MA).
What a 13F does and doesn’t reveal
A 13F captures only Akre Capital Management (Chuck Akre)’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Akre Capital Management (Chuck Akre) is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Akre Capital Management (Chuck Akre)'s profile on this page is built directly from those filings.
How current is the 13F data on Akre Capital Management (Chuck Akre)'s page?
It reflects Akre Capital Management (Chuck Akre)'s most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Akre Capital Management (Chuck Akre) files its next quarterly report, this page refreshes automatically.
Can I see Akre Capital Management (Chuck Akre)'s complete list of holdings?
This page highlights Akre Capital Management (Chuck Akre)'s largest positions rather than all 19 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Akre Capital Management (Chuck Akre)'s filings.
Does a 13F show everything Akre Capital Management (Chuck Akre) owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Akre Capital Management (Chuck Akre)'s book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Akre Capital Management (Chuck Akre) made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.