Ako Capital Llp
Institutional investor · Portfolio as of Q1 2023
Top Holdings24 positions
 Booking Holdings Inc. | 345,454 | $916,286 | 13.9% | $83.74 | +23.76% | 13 qtrssince 2020-Q1 | Decreased 0 |
 Accenture plc | 1.9M | $534,840 | 8.1% | $300.06 | -11.21% | 7 qtrssince 2021-Q3 | Decreased 0 |
 Alcon Inc. | 6.6M | $466,723 | 7.1% | $62.29 | +11.59% | 15 qtrssince 2019-Q3 | Increased 55 |
 Visa Inc. | 2M | $458,869 | 7.0% | $192.45 | +13.86% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 4.2M | $435,386 | 6.6% | $103.97 | -4.08% | 11 qtrssince 2020-Q3 | Decreased 0 |
 Microsoft Corporation | 1.3M | $379,294 | 5.8% | $247.62 | +13.27% | 3 qtrssince 2022-Q3 | Increased 67 |
 Thermo Fisher Scientific Inc | 614,284 | $354,055 | 5.4% | $484.13 | +17.75% | 11 qtrssince 2020-Q3 | Decreased 0 |
| 945,222 | $335,970 | 5.1% | — | — | — | — | |
 Fair Isaac Corporation | 373,951 | $262,772 | 4.0% | $375.34 | +87.21% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Ferrari N.V. | 941,937 | $255,127 | 3.9% | $147.24 | +78.05% | 15 qtrssince 2019-Q3 | Decreased 0 |
 ANSYS INC | 751,160 | $249,986 | 3.8% | — | — | 15 qtrssince 2019-Q3 | Increased 49 |
 Allegion plc | 2.3M | $246,499 | 3.8% | $97.36 | +4.73% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Otis Worldwide Corporation | 2.7M | $227,975 | 3.5% | $54.27 | +46.11% | 12 qtrssince 2020-Q2 | Decreased 0 |
 Dollar General Corporation | 1M | $215,535 | 3.3% | $210.29 | -7.23% | 5 qtrssince 2022-Q1 | Increased 47 |
 Intuit Inc. | 402,964 | $179,653 | 2.7% | $385.81 | +11.94% | 3 qtrssince 2022-Q3 | Increased 48 |
 Equifax, Inc. | 816,735 | $165,667 | 2.5% | $217.52 | -9.37% | 9 qtrssince 2021-Q1 | Decreased 0 |
 The Estee Lauder Companies, Inc. | 608,980 | $150,089 | 2.3% | $185.65 | +24.70% | 15 qtrssince 2019-Q3 | Decreased 0 |
 The Procter & Gamble Company | 981,695 | $145,968 | 2.2% | $112.91 | +19.39% | 15 qtrssince 2019-Q3 | Decreased 0 |
 Moody's Corporation | 408,217 | $124,923 | 1.9% | $271.99 | +9.28% | 15 qtrssince 2019-Q3 | Increased 57 |
 Copart, Inc. | 1.6M | $121,702 | 1.9% | $37.61 | 0.00% | 1 qtr | New 51 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q4 | $10,270,993,000 | 6.44734967061% |
| 2022-Q1 | $9,263,465,000 | -9.80945075126% |
| 2022-Q2 | $7,139,137,000 | -22.9323260788% |
| 2022-Q3 | $6,061,315,000 | -15.0973710128% |
| 2022-Q4 | $6,189,798 | -99.8978802785% |
| 2023-Q1 | $6,571,375 | 6.16461151075% |
Ako Capital Llp manages $6.6M across 24 positions as of Q1 2023. Top holdings: BKNG (13.9%), ACN (8.1%), ALC (7.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added CPRT and URI; exited GOOG; increased 8, led by MSFT (+486,111 shares); trimmed 14, led by ADBE (−442,062 shares). Top move: MSFT (INCREASED, conviction 67). Portfolio: $7M across 24 positions.
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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