Ako Capital Llp
Institutional investor · Portfolio as of Q3 2025
Top Holdings23 positions
 Flutter Entertainment plc | 3.1M | $796,701 | 11.3% | $230.95 | +9.98% | 3 qtrssince 2025-Q1 | Increased 52 |
 Alcon Inc. | 8M | $593,771 | 8.4% | $69.67 | +6.43% | 25 qtrssince 2019-Q3 | Increased 50 |
 Microsoft Corporation | 1.1M | $553,686 | 7.9% | $293.38 | +75.11% | 13 qtrssince 2022-Q3 | Decreased 0 |
 Visa Inc. | 1.6M | $541,038 | 7.7% | $216.09 | +56.44% | 25 qtrssince 2019-Q3 | Decreased 0 |
 Intuit Inc. | 674,425 | $460,572 | 6.5% | $517.73 | +29.83% | 13 qtrssince 2022-Q3 | Decreased 0 |
 GE Aerospace | 1.3M | $397,346 | 5.6% | — | — | 9 qtrssince 2023-Q3 | Decreased 0 |
 Amazon.com, Inc. | 1.8M | $396,990 | 5.6% | $196.59 | +11.69% | 6 qtrssince 2024-Q2 | Increased 57 |
 Moody's Corporation | 767,143 | $365,528 | 5.2% | $339.38 | +39.19% | 25 qtrssince 2019-Q3 | Decreased 0 |
 Marsh | 1.8M | $362,704 | 5.2% | $192.35 | +2.07% | 10 qtrssince 2023-Q2 | Increased 47 |
 Intercontinental Exchange Inc. | 2.1M | $351,112 | 5.0% | $109.52 | +51.82% | 21 qtrssince 2020-Q3 | Decreased 0 |
 Booking Holdings Inc. | 64,618 | $348,890 | 5.0% | $84.16 | +154.30% | 23 qtrssince 2020-Q1 | Decreased 0 |
 Ferrari N.V. | 632,960 | $306,220 | 4.4% | $179.13 | +167.78% | 25 qtrssince 2019-Q3 | Decreased 0 |
 Analog Devices, Inc. | 1.2M | $300,527 | 4.3% | $202.27 | +19.97% | 7 qtrssince 2024-Q1 | Decreased 0 |
 Copart, Inc. | 5.5M | $248,560 | 3.5% | $49.99 | -10.05% | 11 qtrssince 2023-Q1 | Increased 45 |
 Waters Corporation | 806,948 | $241,931 | 3.4% | — | — | 9 qtrssince 2023-Q3 | Increased 44 |
 Equifax, Inc. | 938,348 | $240,714 | 3.4% | $235.45 | +7.72% | 19 qtrssince 2021-Q1 | Increased 45 |
 Fair Isaac Corporation | 123,646 | $185,040 | 2.6% | $652.09 | +129.50% | 25 qtrssince 2019-Q3 | Decreased 0 |
 Zoetis Inc. | 683,704 | $100,040 | 1.4% | $162.39 | -24.23% | 25 qtrssince 2019-Q3 | Decreased 0 |
 Salesforce, Inc. | 326,128 | $77,292 | 1.1% | $266.00 | -11.65% | 3 qtrssince 2025-Q1 | Decreased 0 |
 Canadian Pacific Kansas City Limited | 799,560 | $59,559 | 0.8% | $74.01 | 0.00% | 1 qtr | New 42 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2025-Q3 | $7,033,749 | -11.2317096595% |
Ako Capital Llp manages $7M across 23 positions as of Q3 2025. Top holdings: FLUT (11.3%), ALC (8.4%), MSFT (7.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added CP; exited ILMN, TMO and CNI; increased 8, led by AMZN (+347,385 shares); trimmed 14, led by GE (−742,130 shares). Top move: AMZN (INCREASED, conviction 57). Portfolio: $7M across 23 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