Ako Capital Llp
Institutional investor · Portfolio as of Q3 2024
Top Holdings25 positions
 Alcon Inc. | 6.2M | $615,634 | 8.0% | $62.46 | +58.87% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Microsoft Corporation | 1.3M | $544,441 | 7.1% | $282.23 | +50.09% | 9 qtrssince 2022-Q3 | Increased 50 |
 GE Aerospace | 2.6M | $499,406 | 6.5% | — | — | 5 qtrssince 2023-Q3 | Decreased 0 |
 Visa Inc. | 1.8M | $492,374 | 6.4% | $214.70 | +25.93% | 21 qtrssince 2019-Q3 | Increased 62 |
 Intercontinental Exchange Inc. | 3M | $478,641 | 6.2% | $109.52 | +43.14% | 17 qtrssince 2020-Q3 | Increased 53 |
 Marsh | 2M | $440,209 | 5.7% | $190.45 | +12.41% | 6 qtrssince 2023-Q2 | Increased 61 |
 Fair Isaac Corporation | 222,176 | $431,803 | 5.6% | $614.91 | +216.07% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Accenture plc | 1.2M | $415,420 | 5.4% | $293.15 | +15.09% | 13 qtrssince 2021-Q3 | Decreased 0 |
 Intuit Inc. | 548,876 | $340,852 | 4.4% | $449.62 | +35.08% | 9 qtrssince 2022-Q3 | Decreased 0 |
 Moody's Corporation | 683,460 | $324,363 | 4.2% | $307.19 | +52.04% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Booking Holdings Inc. | 75,579 | $318,348 | 4.1% | $84.16 | +96.97% | 19 qtrssince 2020-Q1 | Decreased 0 |
 Ferrari N.V. | 649,656 | $304,375 | 4.0% | $147.24 | +213.15% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Zoetis Inc. | 1.5M | $291,534 | 3.8% | $162.47 | +15.79% | 21 qtrssince 2019-Q3 | Decreased 0 |
 Waters Corporation | 790,207 | $284,388 | 3.7% | — | — | 5 qtrssince 2023-Q3 | Decreased 0 |
 Amazon.com, Inc. | 1.5M | $277,311 | 3.6% | $190.69 | -2.28% | 2 qtrssince 2024-Q2 | Increased 62 |
 Thermo Fisher Scientific Inc | 423,473 | $261,948 | 3.4% | $544.16 | +12.88% | 17 qtrssince 2020-Q3 | Decreased 0 |
 Analog Devices, Inc. | 1.1M | $258,777 | 3.4% | $201.72 | +10.79% | 3 qtrssince 2024-Q1 | Increased 52 |
 Warner Music Group Corp. | 6.9M | $214,785 | 2.8% | $30.88 | -3.48% | 5 qtrssince 2023-Q3 | Decreased 0 |
 Copart, Inc. | 3.6M | $189,990 | 2.5% | $47.50 | +10.31% | 7 qtrssince 2023-Q1 | Increased 56 |
 The Procter & Gamble Company | 1.1M | $183,250 | 2.4% | $122.89 | +32.66% | 21 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2023-Q2 | $6,615,224 | 0.667272831029% |
| 2023-Q3 | $6,130,230 | -7.33148265274% |
| 2023-Q4 | $7,026,172 | 14.6151449456% |
| 2024-Q1 | $7,058,586 | 0.461332287339% |
| 2024-Q2 | $7,275,913 | 3.07890277174% |
| 2024-Q3 | $7,673,161 | 5.45976841669% |
Ako Capital Llp manages $7.7M across 25 positions as of Q3 2024. Top holdings: ALC (8.0%), MSFT (7.1%), GE (6.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Exited EL; increased 8, led by V (+460,821 shares); trimmed 17, led by FICO (−95,557 shares). Top move: V (INCREASED, conviction 62). 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