Ako Capital Llp
Institutional investor · Portfolio as of Q1 2026
Top Holdings27 positions
 Alcon Inc. | 9.3M | $695,604 | 13.6% | $70.60 | +6.20% | 27 qtrssince 2019-Q3 | Increased 58 |
 Amazon.com, Inc. | 1.7M | $360,551 | 7.1% | $196.59 | +5.94% | 8 qtrssince 2024-Q2 | Decreased 0 |
 Visa Inc. | 1.2M | $358,738 | 7.0% | $216.09 | +39.06% | 27 qtrssince 2019-Q3 | Decreased 0 |
 Analog Devices, Inc. | 1M | $327,532 | 6.4% | $203.59 | +55.36% | 9 qtrssince 2024-Q1 | Decreased 0 |
 Ferrari N.V. | 926,523 | $310,801 | 6.1% | $240.60 | +39.06% | 27 qtrssince 2019-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 1.9M | $293,728 | 5.7% | $109.52 | +42.60% | 23 qtrssince 2020-Q3 | Decreased 0 |
 GE Aerospace | 996,847 | $282,875 | 5.5% | — | — | 11 qtrssince 2023-Q3 | Decreased 0 |
 Microsoft Corporation | 735,214 | $272,154 | 5.3% | $293.38 | +25.67% | 15 qtrssince 2022-Q3 | Decreased 0 |
 Waters Corporation | 816,929 | $243,281 | 4.8% | — | — | 11 qtrssince 2023-Q3 | Increased 47 |
 Cisco Systems, Inc. | 3M | $236,156 | 4.6% | $75.63 | +1.27% | 2 qtrssince 2025-Q4 | Decreased 0 |
 Moody's Corporation | 510,824 | $222,847 | 4.4% | $339.38 | +27.97% | 27 qtrssince 2019-Q3 | Decreased 0 |
 Canadian Pacific Kansas City Limited | 2.7M | $216,142 | 4.2% | $73.39 | +6.72% | 3 qtrssince 2025-Q3 | Decreased 0 |
 Booking Holdings Inc. | 49,923 | $210,192 | 4.1% | $96.06 | +85.10% | 25 qtrssince 2020-Q1 | Increased 50 |
 Sunbelt Rentals Holdings, Inc. | 3.2M | $207,330 | 4.1% | $64.16 | 0.00% | 1 qtr | New 64 |
 Fair Isaac Corporation | 127,212 | $135,804 | 2.7% | $699.21 | +52.68% | 27 qtrssince 2019-Q3 | Increased 44 |
 The Williams Companies, Inc. | 1.8M | $129,251 | 2.5% | $71.73 | 0.00% | 1 qtr | New 58 |
 Stryker Corporation | 249,883 | $82,109 | 1.6% | $326.68 | 0.00% | 1 qtr | New 50 |
 Mastercard Incorporated | 155,592 | $77,743 | 1.5% | $542.27 | -8.31% | 2 qtrssince 2025-Q4 | Increased 48 |
 Equifax, Inc. | 403,774 | $72,708 | 1.4% | $235.45 | -24.00% | 21 qtrssince 2021-Q1 | Decreased 0 |
 Air Products and Chemicals, Inc. | 233,356 | $67,788 | 1.3% | $285.03 | 0.00% | 1 qtr | New 49 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2024-Q4 | $7,236,734 | -5.68770810361% |
| 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% |
Ako Capital Llp manages $5.1M across 27 positions as of Q1 2026. Top holdings: ALC (13.6%), AMZN (7.1%), V (7.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added SUNB, WMB, SYK and 3 more; exited INTU; increased 7, led by ALC (+1.6M shares); trimmed 14, led by FLUT (−2.6M shares). Top move: SUNB (NEW, conviction 64). Portfolio: $5M across 27 positions.
Top holdings by portfolio weight
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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