Ako Capital Llp
Institutional investor · Portfolio as of Q4 2024
Top Holdings27 positions
 Visa Inc. | 1.8M | $555,328 | 7.7% | $214.70 | +45.02% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Alcon Inc. | 5.9M | $498,585 | 6.9% | $62.46 | +34.77% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Microsoft Corporation | 1.1M | $481,663 | 6.7% | $282.23 | +47.32% | 10 qtrssince 2022-Q3 | Decreased 0 |
 Accenture plc | 1.3M | $461,360 | 6.4% | $297.71 | +13.24% | 14 qtrssince 2021-Q3 | Increased 53 |
 GE Aerospace | 2.7M | $449,175 | 6.2% | — | — | 6 qtrssince 2023-Q3 | Increased 48 |
 Marsh | 2.1M | $438,165 | 6.1% | $191.06 | +7.08% | 7 qtrssince 2023-Q2 | Increased 50 |
 Intercontinental Exchange Inc. | 2.6M | $388,269 | 5.4% | $109.52 | +33.17% | 18 qtrssince 2020-Q3 | Decreased 0 |
 Intuit Inc. | 594,479 | $373,630 | 5.2% | $462.36 | +33.16% | 10 qtrssince 2022-Q3 | Increased 51 |
 Booking Holdings Inc. | 72,470 | $360,061 | 5.0% | $84.16 | +132.72% | 20 qtrssince 2020-Q1 | Decreased 0 |
 Moody's Corporation | 653,387 | $309,294 | 4.3% | $307.19 | +51.92% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Amazon.com, Inc. | 1.4M | $308,970 | 4.3% | $190.69 | +15.05% | 3 qtrssince 2024-Q2 | Decreased 0 |
 Waters Corporation | 815,379 | $302,489 | 4.2% | — | — | 6 qtrssince 2023-Q3 | Increased 45 |
 Fair Isaac Corporation | 148,602 | $295,856 | 4.1% | $614.91 | +223.78% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Ferrari N.V. | 619,722 | $264,138 | 3.6% | $147.24 | +183.00% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Copart, Inc. | 4.4M | $252,026 | 3.5% | $49.23 | +16.58% | 8 qtrssince 2023-Q1 | Increased 52 |
 Analog Devices, Inc. | 1.2M | $247,988 | 3.4% | $201.92 | +2.60% | 4 qtrssince 2024-Q1 | Increased 45 |
 Zoetis Inc. | 1.5M | $245,362 | 3.4% | $162.42 | -3.19% | 22 qtrssince 2019-Q3 | Increased 44 |
 The Procter & Gamble Company | 1.2M | $196,557 | 2.7% | $126.39 | +28.44% | 22 qtrssince 2019-Q3 | Increased 44 |
 Equifax, Inc. | 726,246 | $185,084 | 2.6% | $230.37 | +8.77% | 16 qtrssince 2021-Q1 | Increased 51 |
 Thermo Fisher Scientific Inc | 313,784 | $163,240 | 2.3% | $544.16 | -5.00% | 18 qtrssince 2020-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2024-Q4 | $7,236,734 | -5.68770810361% |
Ako Capital Llp manages $7.2M across 27 positions as of Q4 2024. Top holdings: V (7.7%), ALC (6.9%), MSFT (6.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added ILMN and BAH; increased 13, led by ACN (+136,236 shares); trimmed 12, led by FICO (−73,574 shares). Top move: ACN (INCREASED, conviction 53). Portfolio: $7M across 27 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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