Ako Capital LLP
- SEC CIK
- 0001376879
- Latest filing
- Aug 12, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 1, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 24
- 0 vs. Q1 2023
- Portfolio value
- $6.62B
- +$43.8M (+0.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 210,652 | $568.8M | 8.6% | −134,802−39.0% | Reduced | History |
| ACNAccenture plc | Stock | 1,815,155 | $560.1M | 8.5% | −56,157−3.0% | Reduced | History |
| ALCAlcon Inc | Stock | 6,519,134 | $537.6M | 8.1% | −85,028−1.3% | Reduced | History |
| LINLinde PLC | Stock | 1,245,704 | $474.7M | 7.2% | +300,482+31.8% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 4,166,459 | $471.1M | 7.1% | −8,308−0.2% | Reduced | History |
| VVisa Inc. | Stock | 1,932,769 | $459.0M | 6.9% | −102,486−5.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,076,682 | $366.7M | 5.5% | −238,941−18.2% | Reduced | History |
| RACEFerrari N.V. | COM | 928,095 | $303.0M | 4.6% | −13,842−1.5% | Reduced | History |
| FICOFair Isaac Corp | COM | 357,780 | $289.5M | 4.4% | −16,171−4.3% | Reduced | History |
| ANSSAnsys Inc | COM | 832,377 | $274.9M | 4.2% | +81,217+10.8% | Added | History |
| ALLEAllegion plc | ORD SHS | 2,210,537 | $265.3M | 4.0% | −99,016−4.3% | Reduced | History |
| MCOMoodys Corp | Stock | 745,497 | $259.2M | 3.9% | +337,280+82.6% | Added | History |
| OTISOtis Worldwide Corp | Stock | 2,584,903 | $230.1M | 3.5% | −116,218−4.3% | Reduced | History |
| CPRTCopart Inc | COM | 2,507,818 | $228.7M | 3.5% | +889,656+55.0% | Added | History |
| INTUIntuit Inc. | Stock | 471,470 | $216.0M | 3.3% | +68,506+17.0% | Added | History |
| EFXEquifax Inc | COM | 782,012 | $184.0M | 2.8% | −34,723−4.3% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 345,573 | $180.3M | 2.7% | −268,711−43.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 939,542 | $142.6M | 2.2% | −42,153−4.3% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 715,777 | $134.6M | 2.0% | +715,777 | New | History |
| URIUnited Rentals, Inc. | COM | 264,693 | $117.9M | 1.8% | +64,260+32.1% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 590,004 | $115.9M | 1.8% | −18,976−3.1% | Reduced | History |
| MARMarriott International Inc | Stock | 454,543 | $83.5M | 1.3% | −179,792−28.3% | Reduced | History |
| DGDollar General Corp | COM | 450,666 | $76.5M | 1.2% | −573,449−56.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 436,385 | $75.2M | 1.1% | −19,655−4.3% | Reduced | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.