Ako Capital LLP
- SEC CIK
- 0001376879
- Latest filing
- Aug 12, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 6, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 26
- −1 vs. Q1 2021
- Portfolio value
- $8.88B
- +$786.6M (+9.7%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LINLinde PLC | SHS | 4,181,943 | $1.21B | 13.6% | −39,270−0.9% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 243,649 | $533.1M | 6.0% | −30,452−11.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 211,422 | $529.9M | 6.0% | +1,476+0.7% | Added | History |
| EBAYeBay Inc | COM | 7,192,688 | $505.0M | 5.7% | −2,138,741−22.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 984,437 | $496.6M | 5.6% | +248,578+33.8% | Added | History |
| NKENIKE, Inc. | Stock | 3,193,614 | $493.4M | 5.6% | +798,909+33.4% | Added | History |
| VVisa Inc. | Stock | 1,986,005 | $464.4M | 5.2% | +13,891+0.7% | Added | History |
| ZTSZoetis Inc. | Stock | 2,432,203 | $453.3M | 5.1% | +841,224+52.9% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 1,391,558 | $442.6M | 5.0% | −24,554−1.7% | Reduced | History |
| ALCAlcon Inc | Stock | 5,981,583 | $419.5M | 4.7% | −283,586−4.5% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 4,960,493 | $405.6M | 4.6% | −573,521−10.4% | Reduced | History |
| MCOMoodys Corp | Stock | 953,868 | $345.7M | 3.9% | +197,134+26.1% | Added | History |
| EFXEquifax Inc | COM | 1,362,775 | $326.4M | 3.7% | +904,198+197.2% | Added | History |
| ADBEAdobe Inc. | Stock | 472,488 | $276.7M | 3.1% | −168,006−26.2% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 1,947,997 | $271.4M | 3.1% | −627,786−24.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 1,905,362 | $257.1M | 2.9% | +13,277+0.7% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,282,189 | $245.8M | 2.8% | +533,371+71.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,927,293 | $228.8M | 2.6% | +12,045+0.6% | Added | History |
| RACEFerrari N.V. | COM | 1,067,322 | $220.0M | 2.5% | −50,226−4.5% | Reduced | History |
| FICOFair Isaac Corp | COM | 257,401 | $129.4M | 1.5% | −23,733−8.4% | Reduced | History |
| PINSPinterest, Inc. | CL A | 1,553,499 | $122.6M | 1.4% | +1,553,499 | New | History |
| LYFTLyft, Inc. | CL A COM | 1,953,088 | $118.1M | 1.3% | −585,410−23.1% | Reduced | History |
| MARMarriott International Inc | Stock | 850,598 | $116.1M | 1.3% | −88,674−9.4% | Reduced | History |
| ABEVAmbev S.A. | SPONSORED ADR | 33,058,851 | $113.7M | 1.3% | +230,876+0.7% | Added | History |
| ANSSAnsys Inc | COM | 289,706 | $100.5M | 1.1% | −77,392−21.1% | Reduced | History |
| CLBCore Laboratories Inc. | COM | 1,365,005 | $53.2M | 0.6% | +347,797+34.2% | Added | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.