Ako Capital Llp
Institutional investor · Portfolio as of Q4 2021
Top Holdings24 positions
 Booking Holdings Inc. | 523,490 | $1.3B | 12.2% | $85.04 | +10.24% | 8 qtrssince 2020-Q1 | Increased 82 |
 Accenture plc | 2.5M | $1B | 10.0% | $300.21 | +26.48% | 2 qtrssince 2021-Q3 | Increased 69 |
| 2.9M | $996M | 9.7% | — | — | — | — | |
 Thermo Fisher Scientific Inc | 1.2M | $820.6M | 8.0% | $483.87 | +36.00% | 6 qtrssince 2020-Q3 | Increased 68 |
 Intercontinental Exchange Inc. | 3.8M | $523.6M | 5.1% | $107.01 | +19.96% | 6 qtrssince 2020-Q3 | Increased 80 |
 Equifax, Inc. | 1.6M | $480.9M | 4.7% | $218.82 | +28.79% | 4 qtrssince 2021-Q1 | Increased 62 |
 The Estee Lauder Companies, Inc. | 1.3M | $473.2M | 4.6% | $184.60 | +86.00% | 10 qtrssince 2019-Q3 | Increased 62 |
 Alcon Inc. | 5.3M | $467.4M | 4.6% | $61.80 | +38.49% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 160,806 | $465.3M | 4.5% | $67.69 | +111.73% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Zoetis Inc. | 1.8M | $437.3M | 4.3% | $139.74 | +64.17% | 10 qtrssince 2019-Q3 | Decreased 0 |
 The Procter & Gamble Company | 2.5M | $409.6M | 4.0% | $112.91 | +27.36% | 10 qtrssince 2019-Q3 | Increased 73 |
 Nike, Inc. | 2.4M | $396.7M | 3.9% | $106.21 | +43.44% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Diageo plc | 1.7M | $382.7M | 3.7% | $159.75 | +20.09% | 4 qtrssince 2021-Q1 | Increased 69 |
 eBay Inc. | 4.9M | $328M | 3.2% | $37.19 | +64.16% | 8 qtrssince 2020-Q1 | Decreased 0 |
 Otis Worldwide Corporation | 3.7M | $324.3M | 3.2% | $53.52 | +50.15% | 7 qtrssince 2020-Q2 | Decreased 0 |
 Moody's Corporation | 716,213 | $279.7M | 2.7% | $246.82 | +51.89% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Ferrari N.V. | 947,134 | $245.2M | 2.4% | $146.19 | +70.16% | 10 qtrssince 2019-Q3 | Decreased 0 |
 Adobe Inc. | 374,518 | $212.4M | 2.1% | $396.12 | +43.15% | 8 qtrssince 2020-Q1 | Increased 56 |
 Allegion plc | 1.2M | $153.2M | 1.5% | $99.46 | +24.71% | 10 qtrssince 2019-Q3 | Decreased 0 |
 ANSYS INC | 342,737 | $137.5M | 1.3% | — | — | 10 qtrssince 2019-Q3 | Increased 56 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2021-Q4 | $10,270,993,000 | 6.44734967061% |
Ako Capital Llp manages $10.3B across 24 positions as of Q4 2021. Top holdings: BKNG (12.2%), ACN (10.0%), LIN (9.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Exited PINS; increased 11, led by ICE (+993,677 shares); trimmed 13, led by LIN (−936,707 shares). Top move: BKNG (INCREASED, conviction 82). Portfolio: $10.3B across 24 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