Ako Capital Llp
Institutional investor · Portfolio as of Q2 2023
Top Holdings24 positions
 Booking Holdings Inc. | 210,652 | $568,830 | 8.6% | $83.74 | +26.00% | 14 qtrssince 2020-Q1 | Decreased 0 |
 Accenture plc | 1.8M | $560,121 | 8.5% | $300.06 | -3.75% | 8 qtrssince 2021-Q3 | Decreased 0 |
 Alcon Inc. | 6.5M | $537,566 | 8.1% | $62.29 | +30.30% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Linde plc | 1.2M | $474,713 | 7.2% | $238.29 | +53.39% | 16 qtrssince 2019-Q3 | Increased 60 |
 Intercontinental Exchange Inc. | 4.2M | $471,143 | 7.1% | $103.97 | +4.40% | 12 qtrssince 2020-Q3 | Decreased 0 |
 Visa Inc. | 1.9M | $458,994 | 6.9% | $192.45 | +20.17% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Microsoft Corporation | 1.1M | $366,653 | 5.5% | $247.62 | +34.09% | 4 qtrssince 2022-Q3 | Decreased 0 |
 Ferrari N.V. | 928,095 | $302,991 | 4.6% | $147.24 | +115.25% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Fair Isaac Corporation | 357,780 | $289,519 | 4.4% | $375.34 | +115.59% | 16 qtrssince 2019-Q3 | Decreased 0 |
 ANSYS INC | 832,377 | $274,909 | 4.2% | — | — | 16 qtrssince 2019-Q3 | Increased 48 |
 Allegion plc | 2.2M | $265,309 | 4.0% | $97.36 | +18.23% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Moody's Corporation | 745,497 | $259,224 | 3.9% | $302.12 | +12.07% | 16 qtrssince 2019-Q3 | Increased 67 |
 Otis Worldwide Corporation | 2.6M | $230,082 | 3.5% | $54.27 | +54.71% | 13 qtrssince 2020-Q2 | Decreased 0 |
 Copart, Inc. | 2.5M | $228,738 | 3.5% | $40.44 | +12.76% | 2 qtrssince 2023-Q1 | Increased 61 |
 Intuit Inc. | 471,470 | $216,023 | 3.3% | $394.36 | +12.75% | 4 qtrssince 2022-Q3 | Increased 50 |
 Equifax, Inc. | 782,012 | $184,007 | 2.8% | $217.52 | +5.33% | 10 qtrssince 2021-Q1 | Decreased 0 |
 Thermo Fisher Scientific Inc | 345,573 | $180,303 | 2.7% | $484.13 | +6.66% | 12 qtrssince 2020-Q3 | Decreased 0 |
 The Procter & Gamble Company | 939,542 | $142,566 | 2.2% | $112.91 | +22.60% | 16 qtrssince 2019-Q3 | Decreased 0 |
 Marsh | 715,777 | $134,623 | 2.0% | $177.23 | 0.00% | 1 qtr | New 58 |
 United Rentals, Inc. | 264,693 | $117,886 | 1.8% | $393.63 | +9.56% | 2 qtrssince 2023-Q1 | Increased 45 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2023-Q2 | $6,615,224 | 0.667272831029% |
Ako Capital Llp manages $6.6M across 24 positions as of Q2 2023. Top holdings: BKNG (8.6%), ACN (8.5%), ALC (8.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added MRSH; exited ADBE; increased 6, led by MCO (+337,280 shares); trimmed 17, led by TMO (−268,711 shares). Top move: MCO (INCREASED, conviction 67). Portfolio: $7M across 24 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