Ako Capital LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Ako Capital LLP reported 22 stock positions worth $4.3 billion. Its top holding was Alcon (ALC) at 15.2% of the portfolio, followed by Sunbelt Rentals (SUNB, 10.6%) and Visa Class A (V, 7.9%). Compared with Q1 2026, it sold out of 5, added to 5 and reduced 17. The biggest buy was Sunbelt Rentals (SUNB, shares +91%) and the biggest sale an exit from Booking (BKNG).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $4.3B (Q2 2026)
- SEC Filing
- 0001376879-26-000006 ↗ filed Aug 12, 2026
Holdings Value
Holdings 22 stocks · $4.3B
| ALC Alcon Inc. filed as ALCON AG | 15.19% | 9,683,004 | $651.9M | Add +3.8% |
| SUNB Sunbelt Rentals Holdings Inc. | 10.59% | 6,074,817 | $454.5M | Add +90.7% |
| V Visa Inc. Class A | 7.87% | 985,126 | $338.0M | Reduce -17.0% |
| RACE Ferrari NV | 7.66% | 886,360 | $328.9M | Reduce -4.3% |
| GE General Electric filed as GE AEROSPACE | 6.72% | 771,417 | $288.3M | Reduce -22.6% |
| AMZN Amazon.com Inc. | 6.34% | 1,141,835 | $272.1M | Reduce -34.0% |
| ADI Analog Devices Inc. | 5.71% | 616,881 | $245.0M | Reduce -40.1% |
| MSFT Microsoft Corp. | 5.46% | 628,224 | $234.3M | Reduce -14.6% |
| CSCO Cisco Systems Inc. | 5.40% | 1,971,628 | $231.6M | Reduce -35.2% |
| CP Canadian Pacific Kansas City | 4.90% | 2,426,027 | $210.2M | Reduce -11.7% |
| MCO Moody's Corp. | 4.52% | 427,920 | $193.8M | Reduce -16.2% |
| APD Air Products & Chemicals Inc. | 3.78% | 553,359 | $162.2M | Add +137.1% |
| FICO Fair Isaac Corp. | 2.88% | 103,619 | $123.8M | Reduce -18.6% |
| ICE Intercontinental Exchange Inc. | 2.88% | 1,003,510 | $123.5M | Reduce -46.3% |
| WMB Williams Cos Inc. | 2.57% | 1,486,116 | $110.5M | Reduce -16.3% |
| MA Mastercard Inc. Class A | 2.27% | 189,941 | $97.6M | Add +22.1% |
| WAT Waters Corp. | 1.78% | 203,356 | $76.3M | Reduce -75.1% |
| CSL Carlisle Cos Inc. | 1.62% | 191,414 | $69.4M | Reduce -5.0% |
| LIN Linde PLC | 0.78% | 64,789 | $33.6M | Reduce -51.9% |
| EFX Equifax Inc. | 0.50% | 134,439 | $21.3M | Reduce -66.7% |
| CPRT Copart Inc. | 0.43% | 656,567 | $18.5M | Add +139.6% |
| SYK Stryker Corp. | 0.15% | 20,624 | $6.5M | Reduce -91.8% |
Portfolio Sells Q1 2026 → Q2 2026
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −4.11 |
| WAT Waters Corp. | Reduce -75.1% | 1.78% | −2.99 |
| ICE Intercontinental Exchange Inc. | Reduce -46.3% | 2.88% | −2.87 |
| SYK Stryker Corp. | Reduce -91.8% | 0.15% | −1.46 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.30 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.97 |
| EFX Equifax Inc. | Reduce -66.7% | 0.50% | −0.93 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.89 |
| AMZN Amazon.com Inc. | Reduce -34.0% | 6.34% | −0.72 |
| ADI Analog Devices Inc. | Reduce -40.1% | 5.71% | −0.70 |
| LIN Linde PLC | Reduce -51.9% | 0.78% | −0.52 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.02 |
| WMB Williams Cos Inc. | Reduce -16.3% | 2.57% | +0.04 |
| MSFT Microsoft Corp. | Reduce -14.6% | 5.46% | +0.13 |
| MCO Moody's Corp. | Reduce -16.2% | 4.52% | +0.15 |
| FICO Fair Isaac Corp. | Reduce -18.6% | 2.88% | +0.23 |
| CSL Carlisle Cos Inc. | Reduce -5.0% | 1.62% | +0.30 |
| CP Canadian Pacific Kansas City | Reduce -11.7% | 4.90% | +0.67 |
| CSCO Cisco Systems Inc. | Reduce -35.2% | 5.40% | +0.77 |
| V Visa Inc. Class A | Reduce -17.0% | 7.87% | +0.85 |
| GE General Electric | Reduce -22.6% | 6.72% | +1.18 |
| RACE Ferrari NV | Reduce -4.3% | 7.66% | +1.58 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 22 | $4.3B | ALC, SUNB, V, RACE, GE |
| Q1 2026 | 27 | $5.1B | ALC, AMZN, V, ADI, RACE |
| Q4 2025 | 22 | $6.6B | FLUT, ALC, V, MSFT, AMZN |
| Q3 2025 | 23 | $7.0B | FLUT, ALC, MSFT, V, INTU |
| Q2 2025 | 25 | $7.9B | FLUT, ALC, MSFT, V, INTU |
| Q1 2025 | 26 | $7.7B | ALC, V, FLUT, MRSH, GE |
| Q4 2024 | 27 | $7.2B | V, ALC, MSFT, ACN, GE |
| Q3 2024 | 25 | $7.7B | ALC, MSFT, GE, V, ICE |
| Q2 2024 | 26 | $7.3B | ALC, MSFT, FICO, GE, INTU |
| Q1 2024 | 27 | $7.1B | ALC, MSFT, GE, EL, ICE |