Ako Capital LLP
- SEC CIK
- 0001376879
- Latest filing
- Aug 12, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 25
- −1 vs. Q1 2025
- Portfolio value
- $7.92B
- +$216.5M (+2.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FLUTFlutter Entertainment plc | SHS | 2,973,210 | $847.5M | 10.7% | +382,537+14.8% | Added | History |
| ALCAlcon Inc | Stock | 7,713,406 | $681.5M | 8.6% | +597,835+8.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,272,557 | $633.0M | 8.0% | +21,839+1.7% | Added | History |
| VVisa Inc. | Stock | 1,643,373 | $583.5M | 7.4% | −132,600−7.5% | Reduced | History |
| INTUIntuit Inc. | Stock | 675,783 | $532.3M | 6.7% | +119,972+21.6% | Added | History |
| GEGeneral Electric Co | Stock | 2,063,006 | $531.0M | 6.7% | −403,261−16.4% | Reduced | History |
| MCOMoodys Corp | Stock | 827,554 | $415.1M | 5.2% | +820+0.1% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,191,657 | $402.1M | 5.1% | −90,770−4.0% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 69,107 | $400.1M | 5.0% | −2,945−4.1% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,782,200 | $389.7M | 4.9% | −339,530−16.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,460,648 | $320.5M | 4.0% | +22,740+1.6% | Added | History |
| RACEFerrari N.V. | COM | 646,106 | $316.6M | 4.0% | +60,988+10.4% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,267,990 | $301.8M | 3.8% | +24,143+1.9% | Added | History |
| FICOFair Isaac Corp | COM | 153,273 | $280.2M | 3.5% | +2,613+1.7% | Added | History |
| WATWaters Corp | COM | 787,346 | $274.8M | 3.5% | −99,869−11.3% | Reduced | History |
| CPRTCopart Inc | COM | 5,340,975 | $262.1M | 3.3% | +259,830+5.1% | Added | History |
| EFXEquifax Inc | COM | 911,820 | $236.5M | 3.0% | +148,915+19.5% | Added | History |
| ZTSZoetis Inc. | Stock | 1,510,926 | $235.6M | 3.0% | −13,034−0.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 469,254 | $128.0M | 1.6% | +109,346+30.4% | Added | History |
| ILMNIllumina, Inc. | COM | 533,954 | $50.9M | 0.6% | −355,760−40.0% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 131,807 | $40.6M | 0.5% | −5,602−4.1% | Reduced | History |
| LINLinde PLC | Stock | 81,953 | $38.5M | 0.5% | −3,038−3.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 26,427 | $10.7M | 0.1% | −306,418−92.1% | Reduced | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 90,033 | $9.38M | 0.1% | −3,439−3.7% | Reduced | History |
| CNICanadian National Railway Co | Stock | 19,073 | $1.98M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.