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CHUCK AKRE AND AKRE CAPITAL JUST UPDATED THEIR $6.1 BILLION PORTFOLIO This is what Chuck Akre owned as of the end of Q1 2026 🥇 Mastercard $MA : 2,280,000 🥈 Brookfield $BN : 17,030,000 🥉 KKR $KKR : 6,720,000 Moody's $MCO : 1,250,000 Visa $V : 1,640,000 Roper Technologies $ROP : 1,260,000 CoStar Group $CSGP : 10,350,000 Fair Isaac $FICO : 363,760 O'Reilly Automotive $ORLY : 3,890,000 Copart $CPRT : 8,000,000 Airbnb $ABNB : 2,030,000 CCC Intelligent Solutions $CCC : 31,510,000 Salesforce $CRM : 717,800 ServiceNow $NOW : 1,100,000 Goosehead Insurance $GSHD : 443,380 SOPHiA Genetics $SOPH : 3,720,000 American Tower $AMT : 50,770 Perimeter Solutions $PRM : 250,000 Berkshire Hathaway $BRK.B : 10,340 (Source @ralliesai)
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WE HAVE NOW OFFICIALLY COMPLETED 7 OUT OF THE 12 MONTHS IN 2026 This is how every stock in the NASDAQ 100 has performed so far in 2026 Sandisk $SNDK +411.8%🟢 Western Digital $WDC +216.3%🟢 Seagate $STX +210.9%🟢 Micron $MU +188.4%🟢 Intel $INTC +144.4%🟢 Nebius $NBIS +127.5%🟢 AMD $AMD +122.3%🟢 Marvell $MRVL +120.7%🟢 Arm Holdings $ARM +119.3%🟢 Fortinet $FTNT +103.9%🟢 Applied Materials $AMAT +97.5%🟢 Datadog $DDOG +97.1%🟢 Lumentum $LITE +93.7%🟢 Teradyne $TER +90.0%🟢 Astera Labs $ALAB +87.1%🟢 Palo Alto $PANW +80.2%🟢 Lam Research $LRCX +71.2%🟢 CrowdStrike $CRWD +62.9%🟢 Texas Instruments $TXN +58.9%🟢 Monolithic Power $MPWR +57.3%🟢 ASML $ASML +52.3%🟢 Cisco $CSCO +50.6%🟢 KLA Corp $KLAC +50.5%🟢 Ross Stores $ROST +39.4%🟢 CSX $CSX +39.0%🟢 Analog Devices $ADI +35.5%🟢 Old Dominion $ODFL +35.3%🟢 Diamondback Energy $FANG +35.0%🟢 Baker Hughes $BKR +32.8%🟢 DexCom $DXCM +25.7%🟢 Monster Beverage $MNST +25.7%🟢 Starbucks $SBUX +25.0%🟢 PACCAR $PCAR +21.2%🟢 Coca-Cola Europacific $CCEP +20.7%🟢 Marriott $MAR +20.2%🟢 Fastenal $FAST +18.9%🟢 Honeywell $HON +18.9%🟢 Amgen $AMGN +17.7%🟢 Amazon $AMZN +17.7%🟢 Microchip $MCHP +16.6%🟢 Mondelez $MDLZ +15.8%🟢 Google $GOOGL +13.8%🟢 Apple $AAPL +13.6%🟢 Broadcom $AVGO +12.5%🟢 Linde $LIN +12.2%🟢 Airbnb $ABNB +11.6%🟢 Keurig Dr Pepper $KDP +11.1%🟢 American Electric Power $AEP +10.9%🟢 Costco Wholesale $COST +10.4%🟢 Cintas CTAS +8.8%🟢 Cadence CDNS +8.8%🟢 Nvidia NVDA +7.6%🟢 Kraft Heinz KHC +6.6%🟢 Gilead Sciences GILD +6.1%🟢 Xcel Energy XEL +5.9%🟢 NXP Semiconductors NXPI +5.6%🟢 Vertex Pharmaceuticals VRTX +5.2%🟢 Exelon EXC +5.1%🟢 Paychex PAYX +4.2%🟢 ADP +3.6%🟢 Electronic Arts EA +2.7%🟢 Ferrovial FER +0.8%🟢 CoreWeave CRWV +0.2%🟢 Walmart WMT -0.2%🔴 Regeneron Pharmaceuticals REGN -1.2%🔴 PayPal PYPL -2.0%🔴 O'Reilly Automotive ORLY -2.0%🔴 PepsiCo PEP -2.8%🔴 Microsoft MSFT -3.9%🔴 Take-Two TTWO -5.1%🔴 MercadoLibre MELI -6.8%🔴 Rocket Lab RKLB -6.9%🔴 Axon AXON -7.1%🔴 Warner Bros. Discovery WBD -8.7%🔴 Booking BKNG -10.0%🔴 Roper ROP -11.9%🔴 DoorDash DASH -13.4%🔴 Qualcomm QCOM -13.7%🔴 Comcast CMCSA -14.4%🔴 T-Mobile TMUS -14.9%🔴 Meta Platforms META -15.7%🔴 GE HealthCare Technologies GEHC -17.1%🔴 Synopsys SNPS -17.2%🔴 IDEXX IDXX -17.4%🔴 Autodesk ADSK -20.9%🔴 PDD Holdings PDD -21.9%🔴 Netflix NFLX -23.5%🔴 Thomson Reuters TRI -24.5%🔴 Workday WDAY -25.4%🔴 Copart CPRT -25.6%🔴 Constellation Energy CEG -25.6%🔴 Shopify SHOP -27.2%🔴 SpaceX SPCX -27.8%🔴 Adobe ADBE -28.5%🔴 Honeywell Aerospace HONA -30.5%🔴 Palantir PLTR -30.8%🔴 Tesla TSLA -30.8%🔴 Intuitive Surgical ISRG -37.6%🔴 Strategy MSTR -38.6%🔴 AppLovin APP -41.3%🔴 Alnylam Pharmaceuticals ALNY -48.3%🔴 Intuit INTU -52.3%🔴
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