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
๐ฅ Mastercard $MA : 2,280,000
๐ฅ Brookfield $BN : 17,030,000
๐ฅ 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)