Ako Capital Llp
Institutional investor · Portfolio as of Q2 2021
Top Holdings26 positions
| 4.2M | $1.2B | 13.6% | — | — | — | — | |
 Booking Holdings Inc. | 243,649 | $533.1M | 6.0% | $75.61 | +13.07% | 6 qtrssince 2020-Q1 | Decreased 0 |
 Alphabet Inc. | 211,422 | $529.9M | 6.0% | $66.19 | +87.54% | 8 qtrssince 2019-Q3 | Increased 62 |
 eBay Inc. | 7.2M | $505M | 5.7% | $36.59 | +75.33% | 6 qtrssince 2020-Q1 | Decreased 0 |
 Thermo Fisher Scientific Inc | 984,437 | $496.6M | 5.6% | $455.66 | +9.09% | 4 qtrssince 2020-Q3 | Increased 79 |
 Nike, Inc. | 3.2M | $493.4M | 5.6% | $106.21 | +32.50% | 8 qtrssince 2019-Q3 | Increased 79 |
 Visa Inc. | 2M | $464.4M | 5.2% | $170.39 | +31.70% | 8 qtrssince 2019-Q3 | Increased 62 |
 Zoetis Inc. | 2.4M | $453.3M | 5.1% | $139.74 | +25.07% | 8 qtrssince 2019-Q3 | Increased 86 |
 The Estee Lauder Companies, Inc. | 1.4M | $442.6M | 5.0% | $174.70 | +68.31% | 8 qtrssince 2019-Q3 | Decreased 0 |
 Alcon Inc. | 6M | $419.5M | 4.7% | $61.80 | +11.69% | 8 qtrssince 2019-Q3 | Decreased 0 |
 Otis Worldwide Corporation | 5M | $405.6M | 4.6% | $53.52 | +40.24% | 5 qtrssince 2020-Q2 | Decreased 0 |
 Moody's Corporation | 953,868 | $345.7M | 3.9% | $246.82 | +40.46% | 8 qtrssince 2019-Q3 | Increased 71 |
 Equifax, Inc. | 1.4M | $326.4M | 3.7% | $210.94 | +8.98% | 2 qtrssince 2021-Q1 | Increased 93 |
 Adobe Inc. | 472,488 | $276.7M | 3.1% | $389.13 | +50.50% | 6 qtrssince 2020-Q1 | Decreased 0 |
 Allegion plc | 1.9M | $271.4M | 3.1% | $98.93 | +31.16% | 8 qtrssince 2019-Q3 | Decreased 0 |
 The Procter & Gamble Company | 1.9M | $257.1M | 2.9% | $103.67 | +13.00% | 8 qtrssince 2019-Q3 | Increased 54 |
 Diageo plc | 1.3M | $245.8M | 2.8% | $151.10 | +9.14% | 2 qtrssince 2021-Q1 | Increased 80 |
 Intercontinental Exchange Inc. | 1.9M | $228.8M | 2.6% | $95.77 | +15.72% | 4 qtrssince 2020-Q3 | Increased 54 |
 Ferrari N.V. | 1.1M | $220M | 2.5% | $146.19 | +35.46% | 8 qtrssince 2019-Q3 | Decreased 0 |
 Fair Isaac Corporation | 257,401 | $129.4M | 1.5% | $312.23 | +61.00% | 8 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2020-Q1 | $4,745,449,000 | 2.0803051837% |
| 2020-Q2 | $5,728,168,000 | 20.7086621308% |
| 2020-Q3 | $6,373,090,000 | 11.2587829128% |
| 2020-Q4 | $7,757,879,000 | 21.7286904782% |
| 2021-Q1 | $8,089,277,000 | 4.2717603613% |
| 2021-Q2 | $8,875,873,000 | 9.72393453704% |
Ako Capital Llp manages $8.9B across 26 positions as of Q2 2021. Top holdings: LIN (13.6%), BKNG (6.0%), GOOG (6.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added PINS; exited UAA and VRSK; increased 12, led by EFX (+904,198 shares); trimmed 13, led by EBAY (−2.1M shares). Top move: EFX (INCREASED, conviction 93). Portfolio: $8.9B across 26 positions.
Top holdings by portfolio weight
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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