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Livermore
Livermore
ZHEN

Ako Capital LLP

SEC CIK
0001376879
Latest filing
Aug 12, 2026

The latest 13F from Ako Capital LLP covers Q2 2026 (filed Aug 12, 2026): 22 long positions worth $4.29B. The top 10 holdings make up 75.8% of the portfolio, and the largest is Alcon Inc (ALC) at 15.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
5
Est. +$362.5M
Reduced
17
Est. −$1.25B
Sold out
5
Est. −$372.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. ALCAlcon Inc
    15.2%$651.9MHistory
  2. SUNBSunbelt Rentals Holdings, Inc.
    10.6%$454.5MHistory
  3. VVisa Inc.
    7.9%$338.0MHistory
  4. RACEFerrari N.V.
    7.7%$328.9MHistory
  5. GEGeneral Electric Co
    6.7%$288.3MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SUNBSunbelt Rentals Holdings, Inc.
    +$216.2MAddedHistory
  2. APDAir Products & Chemicals, Inc.
    +$93.8MAddedHistory
  3. ALCAlcon Inc
    +$24.1MAddedHistory
  4. MAMastercard Inc
    +$17.6MAddedHistory
  5. CPRTCopart Inc
    +$10.8MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SUNBSunbelt Rentals Holdings, Inc.
    +6.53 pp4.1% → 10.6%History
  2. APDAir Products & Chemicals, Inc.
    +2.45 pp1.3% → 3.8%History
  3. ALCAlcon Inc
    +1.57 pp13.6% → 15.2%History
  4. MAMastercard Inc
    +0.75 pp1.5% → 2.3%History
  5. CPRTCopart Inc
    +0.25 pp0.2% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WATWaters Corp
    −$230.1MReducedHistory
  2. BKNGBooking Holdings Inc.
    −$210.2MSold outConverted for a 25-for-1 splitHistory
  3. ADIAnalog Devices Inc
    −$163.9MReducedHistory
  4. AMZNAmazon Com Inc
    −$140.5MReducedHistory
  5. CSCOCisco Systems, Inc.
    −$125.9MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BKNGBooking Holdings Inc.
    −4.11 pp4.1% → 0.0%History
  2. WATWaters Corp
    −2.99 pp4.8% → 1.8%History
  3. ICEIntercontinental Exchange, Inc.
    −2.87 pp5.7% → 2.9%History
  4. SYKStryker Corp
    −1.46 pp1.6% → 0.2%History
  5. CRMSalesforce, Inc.
    −1.30 pp1.3% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$4.29B
−$816.4M (−16.0%) vs. prior quarter
Positions
22
−5 vs. prior quarter
Top 10 concentration
75.8%
Top 10 as share of value
Turnover
7.7%
Q2 2026, one quarter
Average holding period
13.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $10.3B (Q4 2021)

Q1 2021: $8.09BQ2 2021: $8.88BQ3 2021: $9.65BQ4 2021: $10.3BQ1 2022: $9.26BQ2 2022: $7.14BQ3 2022: $6.06BQ4 2022: $6.19BQ1 2023: $6.57BQ2 2023: $6.62BQ3 2023: $6.13BQ4 2023: $7.03BQ1 2024: $7.06BQ2 2024: $7.28BQ3 2024: $7.67BQ4 2024: $7.24BQ1 2025: $7.71BQ2 2025: $7.92BQ3 2025: $7.03BQ4 2025: $6.57BQ1 2026: $5.11BQ2 2026: $4.29B
Q1 2021Q2 2026
13F filings of Ako Capital LLP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 202622$4.29BALCSUNBVvs. Q1 2026SEC
Q1 2026May 15, 202627$5.11BALCAMZNVvs. Q4 2025SEC
Q4 2025Feb 17, 202622$6.57BFLUTALCVvs. Q3 2025SEC
Q3 2025Nov 13, 202523$7.03BFLUTALCMSFTvs. Q2 2025SEC
Q2 2025Aug 13, 202525$7.92BFLUTALCMSFTvs. Q1 2025SEC
Q1 2025May 14, 202526$7.71BALCVFLUTvs. Q4 2024SEC
Q4 2024Feb 12, 202527$7.24BVALCMSFTvs. Q3 2024SEC
Q3 2024Nov 13, 202425$7.67BALCMSFTGEvs. Q2 2024SEC
Q2 2024Aug 13, 202426$7.28BALCMSFTFICOvs. Q1 2024SEC
Q1 2024May 14, 202427$7.06BALCMSFTGEvs. Q4 2023SEC
Q4 2023Feb 15, 202429$7.03BALCVMSFTvs. Q3 2023SEC
Q3 2023Nov 6, 202327$6.13BALCACNVvs. Q2 2023SEC
Q2 2023Aug 1, 202324$6.62BBKNGACNALCvs. Q1 2023SEC
Q1 2023Apr 25, 202324$6.57BBKNGACNALCvs. Q4 2022SEC
Q4 2022Jan 18, 202323$6.19BBKNGACNVvs. Q3 2022SEC
Q3 2022Nov 1, 202224$6.06BBKNGACNTMOvs. Q2 2022SEC
Q2 2022Aug 9, 202225$7.14BTMOACNBKNGvs. Q1 2022SEC
Q1 2022May 4, 202225$9.26BBKNGACNTMOvs. Q4 2021SEC
Q4 2021Feb 4, 202224$10.3BBKNGACNLINvs. Q3 2021SEC
Q3 2021Nov 3, 202125$9.65BLINBKNGACNvs. Q2 2021SEC
Q2 2021Aug 6, 202126$8.88BLINBKNGGOOGvs. Q1 2021SEC
Q1 2021May 6, 202127$8.09BLINBKNGEBAY–SEC