Latest SEC 13F-HR equity holdings for 37 tracked fund managers. Positions are aggregated by ticker and weighted by reported market value.
Whales walkthrough
Consensus holdings, institutional buys and sells, Alpha Monitor, and full manager 13F tables — conviction vs. crowding in one place.
Names held by the most tracked funds · 13F 2026-06-30
| Ticker | Company | # Funds |
|---|---|---|
| GOOG | Alphabet, Inc. | 23 |
| AMZN | Amazon.com, Inc. | 18 |
| META | Meta Platforms, Inc. | 18 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd | 17 |
| BRK-B | Berkshire Hathaway, Inc. | 16 |
| MSFT | Microsoft Corporation | 16 |
| V | Visa, Inc. | 14 |
| AAPL | Apple, Inc. | 13 |
| COF | Capital One Financial Corp. | 13 |
| STT | State Street SPDR S&P Health Care Equipment ETF | 13 |
Aggregate portfolio weight increase across all whales (quarter over quarter)
Aggregate portfolio weight decrease across all whales (quarter over quarter)
Total reported 13F dollar value parked across all tracked funds
Top 5 whale portfolio weight increases (last two quarters) cross-referenced with Graham intrinsic value. Only names with >20% margin of safety and a completed valuation.
Akre Capital Management LLC · Report period 2026-06-30 · 19 positions
Portfolio Holdings
| Ticker | Company | Shares | Value ($) | Weight (%) |
|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 1.99M | ||
| MOODYSCORP | MOODYS CORP | 1.16M | ||
| BROOKFIELD | BROOKFIELD CORP | 12.12M | ||
| KKR | KKR & CO L P DEL | 4.98M | ||
| FICO | FAIR ISAAC CORP | 361.8K | ||
| ROP | ROPER TECHNOLOGIES INC | 1.18M | ||
| V | VISA INC | 1.11M | ||
| CSGP | COSTAR GROUP INC | 11.70M | ||
| CPRT | COPART INC | 7.99M | ||
| OREILLYAUT | OREILLY AUTOMOTIVE INC | 2.16M | ||
| ABNB | AIRBNB INC | 1.18M | ||
| CCC | CCC INTELLIGENT SOLUTIONS HL | 29.86M | ||
| CRM | SALESFORCE INC | 817.8K | ||
| NOW | SERVICENOW INC | 1.25M | ||
| GSHD | GOOSEHEAD INS INC | 443.4K | ||
| SOPH | SOPHIA GENETICS SA | 3.72M | ||
| PRM | PERIMETER SOLUTIONS INC | 250.0K | ||
| AMT | AMERICAN TOWER CORP NEW | 29.3K | ||
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.2K |
| Ticker | Company | Current | Previous | Change |
|---|---|---|---|---|
| OREILLYAUT | OREILLY AUTOMOTIVE INC | |||
| KKR | KKR & CO L P DEL | |||
| BROOKFIELD | BROOKFIELD CORP | |||
| ABNB | AIRBNB INC | |||
| V | VISA INC | |||
| CSGP | COSTAR GROUP INC | |||
| CCC | CCC INTELLIGENT SOLUTIONS HL | |||
| AMT | AMERICAN TOWER CORP NEW |