Ako Capital Llp
Institutional investor · Portfolio as of Q4 2025
Top Holdings22 positions
 Flutter Entertainment plc | 3.1M | $669,888 | 10.2% | $230.95 | -6.89% | 4 qtrssince 2025-Q1 | Decreased 0 |
 Alcon Inc. | 7.7M | $609,351 | 9.3% | $69.67 | +12.57% | 26 qtrssince 2019-Q3 | Decreased 0 |
 Visa Inc. | 1.4M | $504,309 | 7.7% | $216.09 | +61.03% | 26 qtrssince 2019-Q3 | Decreased 0 |
 Microsoft Corporation | 1M | $493,638 | 7.5% | $293.38 | +63.81% | 14 qtrssince 2022-Q3 | Decreased 0 |
 Amazon.com, Inc. | 1.7M | $401,074 | 6.1% | $196.59 | +17.41% | 7 qtrssince 2024-Q2 | Decreased 0 |
 Moody's Corporation | 736,568 | $376,276 | 5.7% | $339.38 | +49.53% | 26 qtrssince 2019-Q3 | Decreased 0 |
 Ferrari N.V. | 944,867 | $351,539 | 5.4% | $240.60 | +51.85% | 26 qtrssince 2019-Q3 | Increased 64 |
 GE Aerospace | 1.1M | $341,725 | 5.2% | — | — | 10 qtrssince 2023-Q3 | Decreased 0 |
 Analog Devices, Inc. | 1.2M | $338,460 | 5.2% | $203.59 | +32.03% | 8 qtrssince 2024-Q1 | Increased 48 |
 Intercontinental Exchange Inc. | 2.1M | $337,555 | 5.1% | $109.52 | +46.37% | 22 qtrssince 2020-Q3 | Increased 47 |
 Waters Corporation | 753,455 | $286,185 | 4.4% | — | — | 10 qtrssince 2023-Q3 | Decreased 0 |
 Marsh | 1.5M | $275,471 | 4.2% | $192.35 | -5.62% | 11 qtrssince 2023-Q2 | Decreased 0 |
 Cisco Systems, Inc. | 3.1M | $239,849 | 3.7% | $75.63 | 0.00% | 1 qtr | New 65 |
 Copart, Inc. | 6M | $235,297 | 3.6% | $49.12 | -20.30% | 12 qtrssince 2023-Q1 | Increased 47 |
 Booking Holdings Inc. | 42,801 | $229,213 | 3.5% | $84.16 | +152.71% | 24 qtrssince 2020-Q1 | Decreased 0 |
 Canadian Pacific Kansas City Limited | 3M | $217,750 | 3.3% | $73.39 | -0.31% | 2 qtrssince 2025-Q3 | Increased 69 |
 Fair Isaac Corporation | 112,785 | $190,677 | 2.9% | $652.09 | +159.26% | 26 qtrssince 2019-Q3 | Decreased 0 |
 Equifax, Inc. | 765,955 | $166,197 | 2.5% | $235.45 | -8.67% | 20 qtrssince 2021-Q1 | Decreased 0 |
 Intuit Inc. | 238,876 | $158,236 | 2.4% | $517.73 | -17.49% | 14 qtrssince 2022-Q3 | Decreased 0 |
 Salesforce, Inc. | 312,608 | $82,813 | 1.3% | $266.00 | -1.09% | 4 qtrssince 2025-Q1 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 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% |
| 2025-Q4 | $6,568,399 | -6.61595971082% |
Ako Capital Llp manages $6.6M across 22 positions as of Q4 2025. Top holdings: FLUT (10.2%), ALC (9.3%), V (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Added CSCO and MA; exited ZTS, CDNS and BAH; increased 5, led by CP (+2.2M shares); trimmed 15, led by INTU (−435,549 shares). Top move: CP (INCREASED, conviction 69). Portfolio: $7M across 22 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