Akre Capital Management LLC
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Akre Capital Management LLC right now?
Akre Capital Management reported $6.1B across a concentrated 19-position portfolio as of 31 March 2026. Mastercard leads at 18.6% ($1.1B), with Brookfield Corp and KKR combining for a further 21.5% — financial infrastructure and alternative asset managers dominate the book. The four positions added to most aggressively last quarter were Fair Isaac (+31%), CCC Intelligent Solutions (+27%), Goosehead Insurance (+19%), and Roper Technologies (+14%), the latter now a 7.3% holding.
The portfolio returned -15.1% in Q1 2026 against SPY's +17.6%, a -32.7% alpha gap — the sharpest underperformance across the four reported quarters. Prior quarters showed narrower but persistent negative alpha of -9.8% to -11.1%. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Akre Capital Management LLC
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 11:06 UTC.