Ako Capital Llp
Institutional investor · Portfolio as of Q3 2022
Top Holdings24 positions
 Booking Holdings Inc. | 366,884 | $602.9M | 9.9% | $83.81 | -23.39% | 11 qtrssince 2020-Q1 | Increased 66 |
 Accenture plc | 1.9M | $500.1M | 8.3% | $300.06 | -20.74% | 5 qtrssince 2021-Q3 | Decreased 0 |
 Thermo Fisher Scientific Inc | 924,031 | $468.7M | 7.7% | $484.13 | +3.49% | 9 qtrssince 2020-Q3 | Decreased 0 |
 Visa Inc. | 2.4M | $434.1M | 7.2% | $192.45 | -10.66% | 13 qtrssince 2019-Q3 | Increased 62 |
 Intercontinental Exchange Inc. | 4.4M | $393.5M | 6.5% | $103.98 | -17.57% | 9 qtrssince 2020-Q3 | Increased 65 |
 Equifax, Inc. | 2M | $349.6M | 5.8% | $217.52 | -23.69% | 7 qtrssince 2021-Q1 | Decreased 0 |
 Alcon Inc. | 5.8M | $337M | 5.6% | $61.04 | -6.09% | 13 qtrssince 2019-Q3 | Increased 74 |
 Alphabet Inc. | 3.2M | $306.7M | 5.1% | $89.27 | +6.69% | 13 qtrssince 2019-Q3 | Increased 98 |
 Dollar General Corporation | 1.2M | $283.8M | 4.7% | $211.74 | +4.53% | 3 qtrssince 2022-Q1 | Decreased 0 |
 The Estee Lauder Companies, Inc. | 1.2M | $249.5M | 4.1% | $185.65 | +8.61% | 13 qtrssince 2019-Q3 | Decreased 0 |
 Allegion plc | 2.7M | $241.5M | 4.0% | $97.36 | -12.70% | 13 qtrssince 2019-Q3 | Increased 63 |
| 885,387 | $238.9M | 3.9% | — | — | — | — | |
 Adobe Inc. | 789,798 | $217.4M | 3.6% | $418.37 | -34.22% | 11 qtrssince 2020-Q1 | Increased 59 |
 Otis Worldwide Corporation | 2.9M | $187.1M | 3.1% | $54.27 | +9.66% | 10 qtrssince 2020-Q2 | Decreased 0 |
 Zoetis Inc. | 1.2M | $182.4M | 3.0% | $139.74 | +0.28% | 13 qtrssince 2019-Q3 | Decreased 0 |
 Ferrari N.V. | 973,865 | $181.8M | 3.0% | $147.24 | +21.57% | 13 qtrssince 2019-Q3 | Increased 54 |
 Fair Isaac Corporation | 395,207 | $162.8M | 2.7% | $375.34 | +9.77% | 13 qtrssince 2019-Q3 | Decreased 0 |
 ANSYS INC | 616,105 | $136.6M | 2.3% | — | — | 13 qtrssince 2019-Q3 | Increased 53 |
 The Procter & Gamble Company | 1.1M | $134.2M | 2.2% | $112.91 | +0.03% | 13 qtrssince 2019-Q3 | Decreased 0 |
 Nike, Inc. | 1.4M | $118M | 1.9% | $108.48 | -29.42% | 13 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q2 | $8,875,873,000 | 9.72393453704% |
| 2021-Q3 | $9,648,895,000 | 8.70925034642% |
| 2021-Q4 | $10,270,993,000 | 6.44734967061% |
| 2022-Q1 | $9,263,465,000 | -9.80945075126% |
| 2022-Q2 | $7,139,137,000 | -22.9323260788% |
| 2022-Q3 | $6,061,315,000 | -15.0973710128% |
Ako Capital Llp manages $6.1B across 24 positions as of Q3 2022. Top holdings: BKNG (9.9%), ACN (8.3%), TMO (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added MSFT and INTU; exited DEO, CHTR and EBAY; increased 10, led by GOOG (+2.3M shares); trimmed 12, led by TMO (−288,469 shares). Top move: GOOG (INCREASED, conviction 98). Portfolio: $6.1B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR