Ako Capital LLP
Net seller this quarter
$4.29B
22
-$1.25B
75.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ALC | $652M | 15.19% | 1.99% | +3.8% | Q2 2019 |
 SUNB | $454M | 10.59% | 1.48% | +90.7% | Q1 2026 |
 V | $338M | 7.87% | 0.05% | -17.0% | Q4 2016 |
 RACE | $329M | 7.66% | 0.48% | -4.3% | Q4 2016 |
 GE | $288M | 6.72% | 0.07% | -22.6% | Q3 2023 |
 AMZN | $272M | 6.34% | 0.01% | -34.0% | Q2 2024 |
 ADI | $245M | 5.71% | 0.13% | -40.1% | Q1 2024 |
 MSFT | $234M | 5.46% | 0.01% | -14.6% | Q3 2022 |
 CSCO | $232M | 5.40% | 0.05% | -35.2% | Q4 2025 |
 CP | $210M | 4.90% | 0.27% | -11.7% | Q3 2025 |
 MCO | $194M | 4.52% | 0.25% | -16.2% | Q4 2016 |
 APD | $162M | 3.78% | 0.25% | +137.1% | Q1 2026 |
 FICO | $124M | 2.88% | 0.48% | -18.6% | Q4 2016 |
 ICE | $124M | 2.88% | 0.18% | -46.3% | Q3 2020 |
 WMB | $110M | 2.57% | 0.12% | -16.3% | Q1 2026 |
 MA | $97.6M | 2.27% | 0.02% | +22.1% | Q4 2025 |
 WAT | $76.3M | 1.78% | 0.21% | -75.1% | Q3 2023 |
 CSL | $69.4M | 1.62% | 0.48% | -5.0% | Q1 2026 |
 LIN | $33.6M | 0.78% | 0.01% | -51.9% | Q4 2018 |
 EFX | $21.3M | 0.50% | 0.11% | -66.7% | Q1 2021 |
 CPRT | $18.5M | 0.43% | 0.07% | +139.6% | Q1 2023 |
 SYK | $6.49M | 0.15% | 0.01% | -91.8% | Q1 2026 |
| Q1 2026 | |||||
| ALC | $696M | 13.62% | 1.91% | +21.3% | Q2 2019 |
| AMZN | $361M | 7.06% | 0.02% | -0.4% | Q2 2024 |
| V | $359M | 7.02% | 0.06% | -17.5% | Q4 2016 |
| ADI | $328M | 6.41% | 0.21% | -17.5% | Q1 2024 |
| RACE | $311M | 6.08% | 0.50% | -1.9% | Q4 2016 |
| ICE | $294M | 5.75% | 0.33% | -10.4% | Q3 2020 |
| GE | $283M | 5.54% | 0.10% | -10.1% | Q3 2023 |
| MSFT | $272M | 5.33% | 0.01% | -28.0% | Q3 2022 |
| WAT | $243M | 4.76% | 0.83% | +8.4% | Q3 2023 |
| CSCO | $236M | 4.62% | 0.08% | -2.3% | Q4 2025 |
| MCO | $223M | 4.36% | 0.29% | -30.7% | Q4 2016 |
| CP | $216M | 4.23% | 0.31% | -7.1% | Q3 2025 |
 BKNG | $210M | 4.11% | 0.16% | +16.6% | Q1 2020 |
| SUNB | $207M | 4.06% | 0.77% | New | Q1 2026 |
| FICO | $136M | 2.66% | 0.55% | +12.8% | Q4 2016 |
| WMB | $129M | 2.53% | 0.15% | New | Q1 2026 |
| SYK | $82.1M | 1.61% | 0.07% | New | Q1 2026 |
| MA | $77.7M | 1.52% | 0.01% | +55.4% | Q4 2025 |
| EFX | $72.7M | 1.42% | 0.34% | -47.3% | Q1 2021 |
| APD | $67.8M | 1.33% | 0.10% | New | Q1 2026 |
| CSL | $67.2M | 1.32% | 0.50% | New | Q1 2026 |
| LIN | $66.7M | 1.31% | 0.03% | +899.0% | Q4 2018 |
 CRM | $66.2M | 1.30% | 0.04% | +13.5% | Q1 2025 |
 FLUT | $49.7M | 0.97% | 0.28% | -84.3% | Q1 2025 |
 MRSH | $45.4M | 0.89% | 0.05% | -82.4% | Q2 2023 |
| CPRT | $9.1M | 0.18% | 0.03% | -95.4% | Q1 2023 |
 RELX | $777K | 0.02% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| FLUT | $670M | 10.20% | 1.77% | -0.3% | Q1 2025 |
| ALC | $609M | 9.28% | 1.58% | -3.6% | Q2 2019 |
| V | $504M | 7.68% | 0.08% | -9.3% | Q4 2016 |
| MSFT | $494M | 7.52% | 0.01% | -4.5% | Q3 2022 |
| AMZN | $401M | 6.11% | 0.02% | -3.9% | Q2 2024 |
| MCO | $376M | 5.73% | 0.41% | -4.0% | Q4 2016 |
| RACE | $352M | 5.35% | 0.51% | +49.3% | Q4 2016 |
| GE | $342M | 5.20% | 0.11% | -16.0% | Q3 2023 |
| ADI | $338M | 5.15% | 0.25% | +2.0% | Q1 2024 |
| ICE | $338M | 5.14% | 0.37% | 0.0% | Q3 2020 |
| WAT | $286M | 4.36% | 1.27% | -6.6% | Q3 2023 |
| MRSH | $275M | 4.19% | 0.31% | -17.5% | Q2 2023 |
| CSCO | $240M | 3.65% | 0.08% | New | Q4 2025 |
| CPRT | $235M | 3.58% | 0.62% | +8.7% | Q1 2023 |
| BKNG | $229M | 3.49% | 0.13% | -33.8% | Q1 2020 |
| CP | $218M | 3.32% | 0.33% | +269.9% | Q3 2025 |
| FICO | $191M | 2.90% | 0.47% | -8.8% | Q4 2016 |
| EFX | $166M | 2.53% | 0.64% | -18.4% | Q1 2021 |
 INTU | $158M | 2.41% | 0.09% | -64.6% | Q3 2022 |
| CRM | $82.8M | 1.26% | 0.03% | -4.2% | Q1 2025 |
| MA | $57.2M | 0.87% | 0.01% | New | Q4 2025 |
| LIN | $5.75M | 0.09% | 0.00% | -83.0% | Q4 2018 |
| Q3 2025 | |||||
| FLUT | $797M | 11.33% | 1.77% | +4.9% | Q1 2025 |
| ALC | $594M | 8.44% | 1.61% | +3.4% | Q2 2019 |
| MSFT | $554M | 7.87% | 0.01% | -16.0% | Q3 2022 |
| V | $541M | 7.69% | 0.08% | -3.6% | Q4 2016 |
| INTU | $461M | 6.55% | 0.24% | -0.2% | Q3 2022 |
| GE | $397M | 5.65% | 0.13% | -36.0% | Q3 2023 |
| AMZN | $397M | 5.64% | 0.02% | +23.8% | Q2 2024 |
| MCO | $366M | 5.20% | 0.43% | -7.3% | Q4 2016 |
| MRSH | $363M | 5.16% | 0.37% | +1.0% | Q2 2023 |
| ICE | $351M | 4.99% | 0.37% | -4.9% | Q3 2020 |
| BKNG | $349M | 4.96% | 0.20% | -6.5% | Q1 2020 |
| RACE | $306M | 4.35% | 0.34% | -2.0% | Q4 2016 |
| ADI | $301M | 4.27% | 0.25% | -3.5% | Q1 2024 |
| CPRT | $249M | 3.53% | 0.57% | +3.5% | Q1 2023 |
| WAT | $242M | 3.44% | 1.36% | +2.5% | Q3 2023 |
| EFX | $241M | 3.42% | 0.77% | +2.9% | Q1 2021 |
| FICO | $185M | 2.63% | 0.52% | -19.3% | Q4 2016 |
 ZTS | $100M | 1.42% | 0.15% | -54.8% | Q2 2019 |
| CRM | $77.3M | 1.10% | 0.03% | -30.5% | Q1 2025 |
| CP | $59.6M | 0.85% | 0.09% | New | Q3 2025 |
 CDNS | $59.3M | 0.84% | 0.06% | +28.0% | Q3 2023 |
| LIN | $37.6M | 0.53% | 0.02% | -3.5% | Q4 2018 |
 BAH | $8.68M | 0.12% | 0.07% | -3.5% | Q4 2024 |