Akre Capital Management Portfolio Q3 2025 Update: Tracking Changes
ByAinvest
Tuesday, Dec 2, 2025 6:59 am ET1min read
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Akre Capital Management's Q3 2025 portfolio update shows a slight increase in assets under management. The portfolio's market value rose to $26.4 billion, up from $26.1 billion in Q2 2025. The top holdings include Netflix, Shopify, and Zoom Video Communications. Akre has increased its position in Shopify and Zoom, while decreasing its holdings in Netflix and Okta. The firm has also introduced new positions in companies such as Peloton and Snowflake.
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