CA

Chuck Akre

Quality / Compounder
Akre Capital Management

Founder of Akre Capital Management. Practitioner of the "three-legged stool" of compounding — outstanding businesses, exceptional managers, and long runways for reinvestment — with famously low turnover.

Q2 2026 13F FilingFiled August 14, 2026View on SEC EDGAR
Total positions
13
Portfolio value
$3.65B
Top-10 concentration
70.7%
First quarter loaded — quarter-over-quarter changes will appear once Q2 2026 data is filed (~August 2026).
Sector allocation7 sectors
Financial Services52.6%
Technology26.6%
Real Estate9.2%
Industrials6.2%
Consumer Cyclical4.6%
Healthcare0.6%
Basic Materials0.2%

Q2 2026 Portfolio13 positions

#, Company, % of Portfolio, Value
#Company% of PortfolioValueSharesvs Last Qtr
1
MAMASTERCARD INCORPORATED8
20.0%
$1.02B1.99M—
2
BNBROOKFIELD CORP5
10.1%
$516.2M12.12M—
3
FICOFAIR ISAAC CORP
8.4%
$432.3M362K—
4
ROPROPER TECHNOLOGIES INC3
7.8%
$398.1M1.18M—
5
VVISA INC14
7.4%
$381.1M1.11M—
6
CSGPCOSTAR GROUP INC3
6.5%
$331.3M11.70M—
7
CPRTCOPART INC4
4.4%
$225.1M7.99M—
8
ABNBAIRBNB INC7
3.3%
$169.4M1.18M—
9
NOWSERVICENOW INC8
2.4%
$123.7M1.25M—
10
SOPHSOPHIA GENETICS SA
0.42%
$21.5M3.72M—
11
CRMSALESFORCE INC7
0.31%
$15.7M100K—
12
PRMPERIMETER SOLUTIONS INC2
0.17%
$8.9M250K—
13
AMTAMERICAN TOWER CORP NEW3
0.09%
$4.8M29K—
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Data sourced from SEC 13F-HR filings via EDGAR. Holdings are reported quarterly and may not reflect current positions. CUSIP-to-ticker mapping is approximate. Not financial advice.