Ako Capital Llp
Institutional investor · Portfolio as of Q3 2021
Top Holdings25 positions
| 3.8M | $1.1B | 11.6% | — | — | — | — | |
 Booking Holdings Inc. | 383,420 | $910.2M | 9.4% | $81.86 | +13.31% | 7 qtrssince 2020-Q1 | Increased 89 |
 Accenture plc | 2.2M | $718.8M | 7.4% | $292.15 | 0.00% | 1 qtr | New 99 |
 Thermo Fisher Scientific Inc | 1.1M | $652.7M | 6.8% | $470.54 | +19.70% | 5 qtrssince 2020-Q3 | Increased 72 |
 Alphabet Inc. | 216,343 | $576.6M | 6.0% | $67.69 | +95.02% | 9 qtrssince 2019-Q3 | Increased 63 |
 eBay Inc. | 7.4M | $512.5M | 5.3% | $37.19 | +71.55% | 7 qtrssince 2020-Q1 | Increased 63 |
 Alcon Inc. | 5.5M | $448.9M | 4.7% | $61.80 | +27.92% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Zoetis Inc. | 2.2M | $418.6M | 4.3% | $139.74 | +30.45% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Otis Worldwide Corporation | 4.8M | $394.6M | 4.1% | $53.52 | +41.49% | 6 qtrssince 2020-Q2 | Decreased 0 |
 Equifax, Inc. | 1.5M | $390.9M | 4.1% | $214.75 | +13.43% | 3 qtrssince 2021-Q1 | Increased 66 |
 Nike, Inc. | 2.7M | $386.7M | 4.0% | $106.21 | +24.77% | 9 qtrssince 2019-Q3 | Decreased 0 |
 The Estee Lauder Companies, Inc. | 1.2M | $360.8M | 3.7% | $174.70 | +58.95% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Moody's Corporation | 950,897 | $337.7M | 3.5% | $246.82 | +37.87% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 2.8M | $325.5M | 3.4% | $99.53 | +8.02% | 5 qtrssince 2020-Q3 | Increased 79 |
 Visa Inc. | 1.3M | $286.3M | 3.0% | $170.39 | +25.63% | 9 qtrssince 2019-Q3 | Decreased 0 |
 Diageo plc | 1.4M | $276.4M | 2.9% | $152.88 | +10.01% | 3 qtrssince 2021-Q1 | Increased 60 |
 The Procter & Gamble Company | 1.9M | $272.2M | 2.8% | $104.07 | +17.36% | 9 qtrssince 2019-Q3 | Increased 55 |
 Allegion plc | 2M | $263.1M | 2.7% | $99.46 | +24.12% | 9 qtrssince 2019-Q3 | Increased 55 |
 Adobe Inc. | 359,812 | $207.2M | 2.1% | $389.13 | +47.95% | 7 qtrssince 2020-Q1 | Decreased 0 |
 Ferrari N.V. | 986,839 | $206.6M | 2.1% | $146.19 | +37.48% | 9 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2021-Q3 | $9,648,895,000 | 8.70925034642% |
Ako Capital Llp manages $9.6B across 25 positions as of Q3 2021. Top holdings: LIN (11.6%), BKNG (9.4%), ACN (7.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added ACN and CHTR; exited LYFT, ABEV and CLB; increased 11, led by ICE (+907,484 shares); trimmed 12, led by V (−700,489 shares). Top move: ACN (NEW, conviction 99). Portfolio: $9.6B across 25 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