Ako Capital Llp
Institutional investor · Portfolio as of Q1 2025
Top Holdings26 positions
 Alcon Inc. | 7.1M | $672,562 | 8.7% | $67.98 | +38.48% | 23 qtrssince 2019-Q3 | Increased 58 |
 Visa Inc. | 1.8M | $622,407 | 8.1% | $216.09 | +60.05% | 23 qtrssince 2019-Q3 | Increased 49 |
 Flutter Entertainment plc | 2.6M | $571,764 | 7.4% | $221.55 | 0.00% | 1 qtr | New 76 |
 Marsh | 2.1M | $517,766 | 6.7% | $192.31 | +22.68% | 8 qtrssince 2023-Q2 | Increased 49 |
 GE Aerospace | 2.5M | $493,623 | 6.4% | — | — | 7 qtrssince 2023-Q3 | Decreased 0 |
 Microsoft Corporation | 1.3M | $469,507 | 6.1% | $289.90 | +27.99% | 11 qtrssince 2022-Q3 | Increased 52 |
 Intercontinental Exchange Inc. | 2.3M | $393,719 | 5.1% | $109.52 | +54.59% | 19 qtrssince 2020-Q3 | Decreased 0 |
 Accenture plc | 1.2M | $386,505 | 5.0% | $297.71 | -2.90% | 15 qtrssince 2021-Q3 | Decreased 0 |
 Moody's Corporation | 826,734 | $385,002 | 5.0% | $339.22 | +35.59% | 23 qtrssince 2019-Q3 | Increased 55 |
 Intuit Inc. | 555,811 | $341,262 | 4.4% | $462.36 | +30.31% | 11 qtrssince 2022-Q3 | Decreased 0 |
 Booking Holdings Inc. | 72,052 | $331,937 | 4.3% | $84.16 | +116.23% | 21 qtrssince 2020-Q1 | Decreased 0 |
 Waters Corporation | 887,215 | $327,001 | 4.2% | — | — | 7 qtrssince 2023-Q3 | Increased 48 |
 Copart, Inc. | 5.1M | $287,542 | 3.7% | $50.23 | +12.67% | 9 qtrssince 2023-Q1 | Increased 50 |
 Fair Isaac Corporation | 150,660 | $277,841 | 3.6% | $631.70 | +191.94% | 23 qtrssince 2019-Q3 | Increased 44 |
 Amazon.com, Inc. | 1.4M | $273,576 | 3.5% | $190.68 | -0.22% | 4 qtrssince 2024-Q2 | Increased 45 |
 Zoetis Inc. | 1.5M | $250,920 | 3.3% | $162.39 | -1.85% | 23 qtrssince 2019-Q3 | Increased 44 |
 Analog Devices, Inc. | 1.2M | $250,847 | 3.3% | $201.65 | -2.06% | 5 qtrssince 2024-Q1 | Increased 46 |
 Ferrari N.V. | 585,118 | $248,670 | 3.2% | $147.24 | +185.02% | 23 qtrssince 2019-Q3 | Decreased 0 |
 Equifax, Inc. | 762,905 | $185,813 | 2.4% | $230.82 | +3.92% | 17 qtrssince 2021-Q1 | Increased 42 |
 Thermo Fisher Scientific Inc | 332,845 | $165,624 | 2.1% | $541.34 | -8.58% | 19 qtrssince 2020-Q3 | Increased 42 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2023-Q4 | $7,026,172 | 14.6151449456% |
| 2024-Q1 | $7,058,586 | 0.461332287339% |
| 2024-Q2 | $7,275,913 | 3.07890277174% |
| 2024-Q3 | $7,673,161 | 5.45976841669% |
| 2024-Q4 | $7,236,734 | -5.68770810361% |
| 2025-Q1 | $7,707,219 | 6.50134439099% |
Ako Capital Llp manages $7.7M across 26 positions as of Q1 2025. Top holdings: ALC (8.7%), V (8.1%), FLUT (7.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added FLUT and CRM; exited PG, WMG and MSCI; increased 16, led by ALC (+1.2M shares); trimmed 8, led by ICE (−323,230 shares). Top move: FLUT (NEW, conviction 76). Portfolio: $8M across 26 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