Ako Capital Llp
Institutional investor · Portfolio as of Q2 2025
Top Holdings25 positions
 Flutter Entertainment plc | 3M | $847,503 | 10.7% | $229.81 | +24.35% | 2 qtrssince 2025-Q1 | Increased 56 |
 Alcon Inc. | 7.7M | $681,452 | 8.6% | $69.52 | +26.37% | 24 qtrssince 2019-Q3 | Increased 53 |
 Microsoft Corporation | 1.3M | $632,983 | 8.0% | $293.38 | +67.89% | 12 qtrssince 2022-Q3 | Increased 49 |
 Visa Inc. | 1.6M | $583,480 | 7.4% | $216.09 | +62.42% | 24 qtrssince 2019-Q3 | Decreased 0 |
 Intuit Inc. | 675,783 | $532,267 | 6.7% | $517.73 | +49.54% | 12 qtrssince 2022-Q3 | Increased 57 |
 GE Aerospace | 2.1M | $530,997 | 6.7% | — | — | 8 qtrssince 2023-Q3 | Decreased 0 |
 Moody's Corporation | 827,554 | $415,093 | 5.2% | $339.38 | +46.26% | 24 qtrssince 2019-Q3 | Increased 47 |
 Intercontinental Exchange Inc. | 2.2M | $402,103 | 5.1% | $109.52 | +64.86% | 20 qtrssince 2020-Q3 | Decreased 0 |
 Booking Holdings Inc. | 69,107 | $400,077 | 5.0% | $84.16 | +172.19% | 22 qtrssince 2020-Q1 | Decreased 0 |
 Marsh | 1.8M | $389,660 | 4.9% | $192.31 | +10.28% | 9 qtrssince 2023-Q2 | Decreased 0 |
 Amazon.com, Inc. | 1.5M | $320,452 | 4.0% | $191.13 | +14.79% | 5 qtrssince 2024-Q2 | Increased 45 |
 Ferrari N.V. | 646,106 | $316,595 | 4.0% | $179.13 | +170.83% | 24 qtrssince 2019-Q3 | Increased 49 |
 Analog Devices, Inc. | 1.3M | $301,807 | 3.8% | $202.27 | +15.77% | 6 qtrssince 2024-Q1 | Increased 45 |
 Fair Isaac Corporation | 153,273 | $280,177 | 3.5% | $652.09 | +180.32% | 24 qtrssince 2019-Q3 | Increased 44 |
 Waters Corporation | 787,346 | $274,815 | 3.5% | — | — | 8 qtrssince 2023-Q3 | Decreased 0 |
 Copart, Inc. | 5.3M | $262,082 | 3.3% | $50.17 | -2.19% | 10 qtrssince 2023-Q1 | Increased 46 |
 Equifax, Inc. | 911,820 | $236,499 | 3.0% | $234.92 | +8.94% | 18 qtrssince 2021-Q1 | Increased 48 |
 Zoetis Inc. | 1.5M | $235,629 | 3.0% | $162.39 | -6.72% | 24 qtrssince 2019-Q3 | Decreased 0 |
 Salesforce, Inc. | 469,254 | $127,961 | 1.6% | $266.00 | +1.48% | 2 qtrssince 2025-Q1 | Increased 45 |
 Illumina, Inc. | 533,954 | $50,945 | 0.6% | $109.56 | -13.32% | 3 qtrssince 2024-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2025-Q2 | $7,923,718 | 2.80904175683% |
Ako Capital Llp manages $7.9M across 25 positions as of Q2 2025. Top holdings: FLUT (10.7%), ALC (8.6%), MSFT (8.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Exited ACN; increased 12, led by FLUT (+382,537 shares); trimmed 12, led by TMO (−306,418 shares). Top move: INTU (INCREASED, conviction 57). Portfolio: $8M across 25 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