CA
Chuck Akre (Akre Capital Management) disclosed increased in AIRBNB INC
Chuck Akre (Akre Capital Management) filed a 13F change in AIRBNB INC (9066101) on 2024-11-13, covering period end 2024-09-30.
Action
Increased
Capital
$335,970,160 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
19 changes from Chuck Akre (Akre Capital Management), filed 2024-11-13 for period end 2024-09-30.
$12.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
11271J107 BROOKFIELD CORP | Increased | $239.5M | $1.0B | 1.99% |
03027X100 AMERICAN TOWER CORP NEW | Increased | $215.2M | $1.4B | 1.79% |
9066101 AIRBNB INC | Increased | $194.1M | $336.0M | 1.61% |
615369105 MOODYS CORP | Reduced | -$180.8M | $1.6B | 1.50% |
57636Q104 MASTERCARD INCORPORATED | Increased | $154.0M | $1.9B | 1.28% |
78410G104 SBA COMMUNICATIONS CORP NEW | Sold out | -$98.2M | $0 | 0.82% |
143130102 CARMAX INC | Reduced | -$57.0M | $100.4M | 0.47% |
235851102 DANAHER CORPORATION | Increased | $50.0M | $493.6M | 0.42% |
67103H107 OREILLY AUTOMOTIVE INC | Increased | $48.7M | $1.1B | 0.41% |
48251W104 KKR & CO L P DEL | Increased | $47.1M | $1.5B | 0.39% |
92826C839 VISA INC | Increased | $40.8M | $899.6M | 0.34% |
776696106 ROPER TECHNOLOGIES INC | Reduced | -$35.8M | $834.3M | 0.30% |
25401T603 DIGITALBRIDGE GROUP INC | Reduced | -$31.3M | $18.6M | 0.26% |
12510Q100 CCC INTELLIGENT SOLUTIONS HL | Increased | $31.2M | $118.0M | 0.26% |
22160N109 COSTAR GROUP INC | Increased | $23.7M | $674.0M | 0.20% |
38267D109 GOOSEHEAD INS INC | Increased | $11.7M | $32.7M | 0.10% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$1.0M | $3.3M | 0.01% |
H82027105 SOPHIA GENETICS SA | Reduced | -$628,689 | $8.2M | 0.01% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $563,925 | $7.0M | 0.00% |