Ako Capital Llp
Institutional investor · Portfolio as of Q2 2026
Top Holdings22 positions
 Alcon Inc. | 9.7M | $651,941 | 15.2% | $70.47 | +5.09% | 28 qtrssince 2019-Q3 | Increased 50 |
 Sunbelt Rentals Holdings, Inc. | 6.1M | $454,457 | 10.6% | $68.72 | +18.41% | 2 qtrssince 2026-Q1 | Increased 74 |
 Visa Inc. | 985,126 | $337,987 | 7.9% | $216.09 | +95.75% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Ferrari N.V. | 886,360 | $328,940 | 7.7% | $240.60 | +72.79% | 28 qtrssince 2019-Q3 | Decreased 0 |
 GE Aerospace | 771,417 | $288,302 | 6.7% | — | — | 12 qtrssince 2023-Q3 | Decreased 0 |
 Amazon.com, Inc. | 1.1M | $272,145 | 6.3% | $196.59 | +37.78% | 9 qtrssince 2024-Q2 | Decreased 0 |
 Analog Devices, Inc. | 616,881 | $245,007 | 5.7% | $203.59 | +93.18% | 10 qtrssince 2024-Q1 | Decreased 0 |
 Microsoft Corporation | 628,224 | $234,340 | 5.5% | $293.38 | +81.73% | 16 qtrssince 2022-Q3 | Decreased 0 |
 Cisco Systems, Inc. | 2M | $231,587 | 5.4% | $75.63 | +29.78% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Canadian Pacific Kansas City Limited | 2.4M | $210,215 | 4.9% | $73.39 | +27.80% | 4 qtrssince 2025-Q3 | Decreased 0 |
 Moody's Corporation | 427,920 | $193,814 | 4.5% | $339.38 | +50.48% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Air Products and Chemicals, Inc. | 553,359 | $162,234 | 3.8% | $287.60 | +8.57% | 2 qtrssince 2026-Q1 | Increased 68 |
 Fair Isaac Corporation | 103,619 | $123,802 | 2.9% | $699.21 | +4.50% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 1M | $123,542 | 2.9% | $109.52 | +61.03% | 24 qtrssince 2020-Q3 | Decreased 0 |
 The Williams Companies, Inc. | 1.5M | $110,478 | 2.6% | $71.73 | -5.95% | 2 qtrssince 2026-Q1 | Decreased 0 |
 Mastercard Incorporated | 189,941 | $97,554 | 2.3% | $536.79 | +22.74% | 3 qtrssince 2025-Q4 | Increased 46 |
 Waters Corporation | 203,356 | $76,267 | 1.8% | — | — | 12 qtrssince 2023-Q3 | Decreased 0 |
 Carlisle Companies Incorporated | 191,414 | $69,435 | 1.6% | $331.34 | +19.28% | 2 qtrssince 2026-Q1 | Decreased 0 |
 Linde plc | 64,789 | $33,622 | 0.8% | $467.64 | +11.58% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Equifax, Inc. | 134,439 | $21,338 | 0.5% | $235.45 | -20.06% | 22 qtrssince 2021-Q1 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $7,707,219 | 6.50134439099% |
| 2025-Q2 | $7,923,718 | 2.80904175683% |
| 2025-Q3 | $7,033,749 | -11.2317096595% |
| 2025-Q4 | $6,568,399 | -6.61595971082% |
| 2026-Q1 | $5,108,383 | -22.2278823196% |
| 2026-Q2 | $4,292,009 | -15.9810648497% |
Ako Capital Llp manages $4.3M across 22 positions as of Q2 2026. Top holdings: ALC (15.2%), SUNB (10.6%), V (7.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Exited BKNG, CRM, FLUT and 2 more; increased 5, led by SUNB (+2.9M shares); trimmed 17, led by WAT (−613,573 shares). Top move: SUNB (INCREASED, conviction 74). Portfolio: $4M across 22 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR