Ako Capital Llp
Institutional investor · Portfolio as of Q1 2022
Top Holdings25 positions
 Booking Holdings Inc. | 387,435 | $909.9M | 9.8% | $85.04 | +7.90% | 9 qtrssince 2020-Q1 | Decreased 0 |
 Accenture plc | 2.3M | $770M | 8.3% | $300.21 | +3.15% | 3 qtrssince 2021-Q3 | Decreased 0 |
 Thermo Fisher Scientific Inc | 1.2M | $712.6M | 7.7% | $483.87 | +20.45% | 7 qtrssince 2020-Q3 | Decreased 0 |
| 2M | $639.2M | 6.9% | — | — | — | — | |
 Alphabet Inc. | 176,616 | $493.3M | 5.3% | $74.02 | +86.91% | 11 qtrssince 2019-Q3 | Increased 68 |
 Equifax, Inc. | 2.1M | $487.8M | 5.3% | $220.80 | +3.55% | 5 qtrssince 2021-Q1 | Increased 76 |
 Intercontinental Exchange Inc. | 3.7M | $484.7M | 5.2% | $107.01 | +16.22% | 7 qtrssince 2020-Q3 | Decreased 0 |
 Alcon Inc. | 5.3M | $426.1M | 4.6% | $61.88 | +25.95% | 11 qtrssince 2019-Q3 | Increased 58 |
 Nike, Inc. | 2.7M | $369.4M | 4.0% | $108.48 | +13.64% | 11 qtrssince 2019-Q3 | Increased 67 |
 The Estee Lauder Companies, Inc. | 1.3M | $352.2M | 3.8% | $185.41 | +36.50% | 11 qtrssince 2019-Q3 | Increased 59 |
 Diageo plc | 1.7M | $341.6M | 3.7% | $159.75 | +11.69% | 5 qtrssince 2021-Q1 | Decreased 0 |
 Adobe Inc. | 735,652 | $335.2M | 3.6% | $425.33 | +7.12% | 9 qtrssince 2020-Q1 | Increased 92 |
 Zoetis Inc. | 1.7M | $327.9M | 3.5% | $139.74 | +27.08% | 11 qtrssince 2019-Q3 | Decreased 0 |
 The Procter & Gamble Company | 2M | $300M | 3.2% | $112.91 | +19.61% | 11 qtrssince 2019-Q3 | Decreased 0 |
 Otis Worldwide Corporation | 3.9M | $299.3M | 3.2% | $54.27 | +31.26% | 8 qtrssince 2020-Q2 | Increased 60 |
 Visa Inc. | 1.3M | $291.3M | 3.1% | $194.66 | +9.86% | 11 qtrssince 2019-Q3 | Increased 92 |
 eBay Inc. | 4.8M | $275M | 3.0% | $37.19 | +41.94% | 9 qtrssince 2020-Q1 | Decreased 0 |
 Moody's Corporation | 665,538 | $224.6M | 2.4% | $246.82 | +31.50% | 11 qtrssince 2019-Q3 | Decreased 0 |
 Ferrari N.V. | 951,880 | $209.1M | 2.3% | $146.51 | +43.07% | 11 qtrssince 2019-Q3 | Increased 54 |
 Allegion plc | 1.8M | $196.8M | 2.1% | $100.78 | +2.39% | 11 qtrssince 2019-Q3 | Increased 75 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2020-Q4 | $7,757,879,000 | 21.7286904782% |
| 2021-Q1 | $8,089,277,000 | 4.2717603613% |
| 2021-Q2 | $8,875,873,000 | 9.72393453704% |
| 2021-Q3 | $9,648,895,000 | 8.70925034642% |
| 2021-Q4 | $10,270,993,000 | 6.44734967061% |
| 2022-Q1 | $9,263,465,000 | -9.80945075126% |
Ako Capital Llp manages $9.3B across 25 positions as of Q1 2022. Top holdings: BKNG (9.8%), ACN (8.3%), TMO (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added DG; increased 14, led by ADBE (+361,134 shares); trimmed 10, led by LIN (−874,936 shares). Top move: ADBE (INCREASED, conviction 92). Portfolio: $9.3B across 25 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