Chuck Akre's portfolio
Compounder investing in high-ROIC businesses with reinvestment moats.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
- CoStarCSGP$331M
- ServiceNowNOW$124M
Trimmed
- MastercardMA$1.0B
- MoodysMCO$524M
- BrookfieldBN$516M
- Fair IsaacFICO$432M
- Roper TechnologiesROP$398M
- Visa Inc. Class AV$381M
- CopartCPRT$225M
- O’Reilly AutomotiveORLY$199M
- AirbnbABNB$169M
- CCC Intelligent SolutionsCCC$154M
Sold out
None this quarter.
Holdings
19 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| MastercardMA | 19.95% | $1.0B | 1,989,906 | Trimmed |
| MoodysMCO | 10.23% | $524M | 1,156,893 | Trimmed |
| BrookfieldBN | 10.08% | $516M | 12,119,927 | Trimmed |
| Kkr & Co L P Del | 8.93% | $457M | 4,981,486 | Held |
| Fair IsaacFICO | 8.44% | $432M | 361,826 | Trimmed |
| Roper TechnologiesROP | 7.77% | $398M | 1,176,562 | Trimmed |
| Visa Inc. Class AV | 7.44% | $381M | 1,110,881 | Trimmed |
| CoStarCSGP | 6.47% | $331M | 11,699,396 | Added |
| CopartCPRT | 4.39% | $225M | 7,985,808 | Trimmed |
| O’Reilly AutomotiveORLY | 3.89% | $199M | 2,161,818 | Trimmed |
| AirbnbABNB | 3.31% | $169M | 1,183,749 | Trimmed |
| CCC Intelligent SolutionsCCC | 3.01% | $154M | 29,858,935 | Trimmed |
| Salesforce.comCRM | 2.50% | $128M | 817,799 | Held |
| ServiceNowNOW | 2.42% | $124M | 1,246,099 | Added |
| Goosehead InsuranceGSHD | 0.42% | $22M | 443,385 | Held |
| SOPHSOPH | 0.42% | $21M | 3,719,140 | Held |
| Perimeter Solutions SAPRM | 0.17% | $9M | 250,000 | Held |
| American TowerAMT | 0.09% | $5M | 29,254 | Trimmed |
| Berkshire Hathaway Inc-Cl BBRK/B | 0.08% | $4M | 8,184 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Chuck Akre own?
In the Q2 2026 13F, Akre Capital Management reported 19 US stock positions worth $5.1B. The largest: Mastercard (MA) 20.0%, Moodys (MCO) 10.2%, Brookfield (BN) 10.1%, Kkr & Co L P Del 8.9%, Fair Isaac (FICO) 8.4%.
What did Chuck Akre buy last quarter?
In Q2 2026: added to CoStar (CSGP); added to ServiceNow (NOW).
When is Chuck Akre's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.