Ako Capital LLP
- SEC CIK
- 0001376879
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 22
- −5 vs. Q1 2026
- Portfolio value
- $4.29B
- −$816.4M (−16.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALCAlcon Inc | Stock | 9,683,004 | $651.9M | 15.2% | +358,348+3.8% | Added | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 6,074,817 | $454.5M | 10.6% | +2,889,533+90.7% | Added | History |
| VVisa Inc. | Stock | 985,126 | $338.0M | 7.9% | −201,805−17.0% | Reduced | History |
| RACEFerrari N.V. | COM | 886,360 | $328.9M | 7.7% | −40,163−4.3% | Reduced | History |
| GEGeneral Electric Co | Stock | 771,417 | $288.3M | 6.7% | −225,430−22.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,141,835 | $272.1M | 6.3% | −589,335−34.0% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 616,881 | $245.0M | 5.7% | −412,642−40.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 628,224 | $234.3M | 5.5% | −106,990−14.6% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 1,971,628 | $231.6M | 5.4% | −1,072,009−35.2% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,426,027 | $210.2M | 4.9% | −321,768−11.7% | Reduced | History |
| MCOMoodys Corp | Stock | 427,920 | $193.8M | 4.5% | −82,904−16.2% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 553,359 | $162.2M | 3.8% | +320,003+137.1% | Added | History |
| FICOFair Isaac Corp | COM | 103,619 | $123.8M | 2.9% | −23,593−18.5% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,003,510 | $123.5M | 2.9% | −864,039−46.3% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 1,486,116 | $110.5M | 2.6% | −289,793−16.3% | Reduced | History |
| MAMastercard Inc | Stock | 189,941 | $97.6M | 2.3% | +34,349+22.1% | Added | History |
| WATWaters Corp | COM | 203,356 | $76.3M | 1.8% | −613,573−75.1% | Reduced | History |
| CSLCarlisle Companies Inc | COM | 191,414 | $69.4M | 1.6% | −9,963−4.9% | Reduced | History |
| LINLinde PLC | Stock | 64,789 | $33.6M | 0.8% | −69,842−51.9% | Reduced | History |
| EFXEquifax Inc | COM | 134,439 | $21.3M | 0.5% | −269,335−66.7% | Reduced | History |
| CPRTCopart Inc | COM | 656,567 | $18.5M | 0.4% | +382,509+139.6% | Added | History |
| SYKStryker Corp | Stock | 20,624 | $6.49M | 0.2% | −229,259−91.7% | Reduced | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 49,923 | $210.2M | 4.1% | History |
| CRMSalesforce, Inc. | Stock | 354,805 | $66.2M | 1.3% | History |
| FLUTFlutter Entertainment plc | SHS | 487,027 | $49.7M | 1.0% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 261,527 | $45.4M | 0.9% | History |
| RELXRELX PLC | SPONSORED ADR | 23,447 | $777.0K | <0.1% | History |