Ako Capital LLP
- SEC CIK
- 0001376879
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 26
- −1 vs. Q1 2024
- Portfolio value
- $7.28B
- +$217.3M (+3.1%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALCAlcon Inc | Stock | 6,371,303 | $568.1M | 7.8% | −124,854−1.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,211,103 | $541.3M | 7.4% | +92,874+8.3% | Added | History |
| FICOFair Isaac Corp | COM | 317,733 | $473.0M | 6.5% | +68,371+27.4% | Added | History |
| GEGeneral Electric Co | Stock | 2,849,084 | $452.9M | 6.2% | +385,150+15.6% | Added | History |
| INTUIntuit Inc. | Stock | 594,507 | $390.7M | 5.4% | +72,097+13.8% | Added | History |
| ACNAccenture plc | Stock | 1,219,936 | $370.1M | 5.1% | +718,691+143.4% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,670,788 | $365.6M | 5.0% | +8,074+0.3% | Added | History |
| VVisa Inc. | Stock | 1,329,954 | $349.1M | 4.8% | +60,473+4.8% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 86,205 | $341.5M | 4.7% | +502+0.6% | Added | History |
| MCOMoodys Corp | Stock | 746,780 | $314.3M | 4.3% | +34,011+4.8% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,486,981 | $313.3M | 4.3% | +211,930+16.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 524,248 | $289.9M | 4.0% | +64,065+13.9% | Added | History |
| RACEFerrari N.V. | COM | 675,090 | $275.4M | 3.8% | −13,878−2.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 1,495,188 | $259.2M | 3.6% | −239,942−13.8% | Reduced | History |
| WATWaters Corp | COM | 878,652 | $254.9M | 3.5% | +39,889+4.8% | Added | History |
| WMGWarner Music Group Corp. | COM CL A | 7,463,807 | $228.8M | 3.1% | +936,417+14.3% | Added | History |
| MSCIMSCI Inc. | Stock | 461,682 | $222.4M | 3.1% | +20,898+4.7% | Added | History |
| ADIAnalog Devices Inc | Stock | 928,920 | $212.0M | 2.9% | +203,121+28.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 937,004 | $181.1M | 2.5% | +937,004 | New | History |
| PGProcter & Gamble Co | Stock | 1,060,884 | $175.0M | 2.4% | +47,925+4.7% | Added | History |
| EFXEquifax Inc | COM | 695,966 | $168.7M | 2.3% | +32,154+4.8% | Added | History |
| LINLinde PLC | Stock | 354,541 | $155.6M | 2.1% | +9,775+2.8% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 1,409,881 | $150.0M | 2.1% | −1,299,976−48.0% | Reduced | History |
| CPRTCopart Inc | COM | 2,369,500 | $128.3M | 1.8% | −431,899−15.4% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 303,409 | $93.4M | 1.3% | −7,140−2.3% | Reduced | History |
| CNICanadian National Railway Co | Stock | 9,658 | $1.14M | <0.1% | +9,658 | New | History |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.