Ako Capital Llp
Institutional investor · Portfolio as of Q3 2023
Top Holdings27 positions
 Alcon Inc. | 6.5M | $504,569 | 8.2% | $62.30 | +22.26% | 17 qtrssince 2019-Q3 | Increased 48 |
 Accenture plc | 1.4M | $444,931 | 7.3% | $300.06 | -3.87% | 9 qtrssince 2021-Q3 | Decreased 0 |
 Visa Inc. | 1.9M | $436,206 | 7.1% | $192.45 | +16.61% | 17 qtrssince 2019-Q3 | Decreased 0 |
 Booking Holdings Inc. | 131,161 | $404,494 | 6.6% | $83.74 | +43.90% | 15 qtrssince 2020-Q1 | Decreased 0 |
 Intercontinental Exchange Inc. | 3.7M | $403,186 | 6.6% | $103.97 | +1.94% | 13 qtrssince 2020-Q3 | Decreased 0 |
 Microsoft Corporation | 982,616 | $310,261 | 5.1% | $247.62 | +24.59% | 5 qtrssince 2022-Q3 | Decreased 0 |
 Fair Isaac Corporation | 351,024 | $304,875 | 5.0% | $375.34 | +131.40% | 17 qtrssince 2019-Q3 | Decreased 0 |
 Intuit Inc. | 579,171 | $295,922 | 4.8% | $413.39 | +20.15% | 5 qtrssince 2022-Q3 | Increased 53 |
 ANSYS INC | 886,953 | $263,913 | 4.3% | — | — | 17 qtrssince 2019-Q3 | Increased 47 |
 Copart, Inc. | 5.6M | $239,197 | 3.9% | $40.70 | +5.88% | 3 qtrssince 2023-Q1 | Increased 48 |
 Ferrari N.V. | 807,909 | $239,028 | 3.9% | $147.24 | +95.61% | 17 qtrssince 2019-Q3 | Decreased 0 |
 Moody's Corporation | 731,429 | $231,256 | 3.8% | $302.12 | +2.14% | 17 qtrssince 2019-Q3 | Decreased 0 |
 Linde plc | 599,172 | $223,102 | 3.6% | $238.29 | +50.37% | 17 qtrssince 2019-Q3 | Decreased 0 |
 GE Aerospace | 1.9M | $215,244 | 3.5% | $86.73 | 0.00% | 1 qtr | New 64 |
 Otis Worldwide Corporation | 2.2M | $177,278 | 2.9% | $54.27 | +40.15% | 14 qtrssince 2020-Q2 | Decreased 0 |
 Thermo Fisher Scientific Inc | 338,427 | $171,302 | 2.8% | $484.13 | +3.55% | 13 qtrssince 2020-Q3 | Decreased 0 |
 Zoetis Inc. | 971,655 | $169,049 | 2.8% | $155.81 | +6.46% | 17 qtrssince 2019-Q3 | Increased 63 |
 Marsh | 877,275 | $166,945 | 2.7% | $177.74 | +1.26% | 2 qtrssince 2023-Q2 | Increased 48 |
 Cadence Design Systems, Inc. | 618,403 | $144,892 | 2.4% | $234.30 | 0.00% | 1 qtr | New 59 |
 The Procter & Gamble Company | 921,946 | $134,475 | 2.2% | $112.91 | +18.59% | 17 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2023-Q3 | $6,130,230 | -7.33148265274% |
Ako Capital Llp manages $6.1M across 27 positions as of Q3 2023. Top holdings: ALC (8.2%), ACN (7.3%), V (7.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added GE, CDNS, WAT and 1 more; exited DG; increased 6, led by ZTS (+535,270 shares); trimmed 17, led by LIN (−646,532 shares). Top move: GE (NEW, conviction 64). Portfolio: $6M across 27 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