Ako Capital LlpvsChuck Akre

Side-by-side current 13F portfolio comparison · 5 shared positions

Whale A

AUM

$6.6B

Positions

Shared %

20.8%

Whale B

Akre Capital Management LLC

AUM

$9.1B

Positions

Shared %

47.3%

Common holdings · 5

Stocks both whales currently hold — sorted by combined value

Stock	AKO weight	Chuck weight	AKO value	Chuck value
MA · Mastercard Inc.	0.9%	18.8%	$57M	$1.7B
V · Visa, Inc.	7.7%	10.3%	$504M	$939M
MCO · Moodys Corp.	5.7%	9.7%	$376M	$886M
FICO · Fair Isaac Corp.	2.9%	5.1%	$191M	$469M
CPRT · Copart Inc.	3.6%	3.4%	$235M	$308M

Unique to Ako Capital Llp

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
FLUT · Flutter Entmt Plc	10.2%	$670M
ALC · Alcon Ag	9.3%	$609M
MSFT · Microsoft Corp.	7.5%	$494M
AMZN · Amazon Com Inc.	6.1%	$401M
RACE · Ferrari N V	5.4%	$352M
GEV · Ge Aerospace	5.2%	$342M
ADI · Analog Devices Inc.	5.2%	$338M
ICE · Intercontinental Exchange In	5.1%	$338M
WAT · Waters Corp.	4.4%	$286M
MRSH · Marsh & Mclennan Cos Inc.	4.2%	$275M

Unique to Chuck Akre

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
BN · Brookfield Corp.	13.5%	$1.2B
KKR · Kkr & Co. Inc.	11.3%	$1.0B
CSGP · Costar Group Inc.	7.1%	$647M
ORLY · Oreilly Automotive Inc.	6.7%	$613M
ROP · Roper Technologies Inc.	5.4%	$492M
ABNB · Airbnb Inc.	5.2%	$471M
CCC · Ccc Intelligent Solutions Hl	2.2%	$197M
AMT · American Tower Corp. New	0.5%	$45M
GSHD · Goosehead Ins Inc.	0.3%	$27M
SOPH · Sophia Genetics Sa	0.2%	$17M

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★ WatchlistData from SEC EDGAR · whalstreet.com