Ako Capital LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Ako Capital LLP reported 27 stock positions worth $7.1 billion. Its top holding was Alcon (ALC) at 7.6% of the portfolio, followed by Microsoft (MSFT, 6.7%) and General Electric (GE, 6.1%). Compared with Q4 2023, it opened 1 new position, sold out of 3, added to 13 and reduced 13. The biggest buy was MSCI (MSCI, shares +384%) and the biggest sale an exit from Ansys (ANSS).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $7.1B (Q1 2024)
- SEC Filing
- 0001376879-24-000003 ↗ filed May 14, 2024
Holdings Value
Holdings 27 stocks · $7.1B
| ALC Alcon Inc. filed as ALCON AG | 7.64% | 6,496,157 | $539.6M | Reduce -1.5% |
| MSFT Microsoft Corp. | 6.67% | 1,118,229 | $470.5M | Add +0.2% |
| GE General Electric | 6.13% | 2,463,934 | $432.5M | Add +0.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 5.92% | 2,709,857 | $417.7M | Add +44.8% |
| ICE Intercontinental Exchange Inc. | 5.18% | 2,662,714 | $365.9M | Reduce -16.8% |
| V Visa Inc. Class A | 5.02% | 1,269,481 | $354.3M | Reduce -23.0% |
| INTU Intuit Inc. | 4.81% | 522,410 | $339.6M | Add +4.6% |
| FICO Fair Isaac Corp. | 4.41% | 249,362 | $311.6M | Reduce -10.8% |
| BKNG Booking Holdings Inc. | 4.40% | 85,703 | $310.9M | Reduce -26.2% |
| RACE Ferrari NV | 4.25% | 688,968 | $300.3M | Reduce -1.2% |
| ZTS Zoetis Inc. | 4.16% | 1,735,130 | $293.6M | Add +41.4% |
| WAT Waters Corp. | 4.09% | 838,763 | $288.7M | Add +8.7% |
| MCO Moody's Corp. | 3.97% | 712,769 | $280.1M | Reduce 0.0% |
| TMO Thermo Fisher Scientific Inc. | 3.79% | 460,183 | $267.5M | Add +180.7% |
| MRSH Marsh & McLennan Cos | 3.72% | 1,275,051 | $262.6M | Add +7.9% |
| MSCI MSCI Inc. | 3.50% | 440,784 | $247.0M | Add +384.3% |
| WMG Warner Music Group Corp. Class A | 3.05% | 6,527,390 | $215.5M | Add +75.0% |
| EFX Equifax Inc. | 2.52% | 663,812 | $177.6M | Reduce -0.4% |
| ACN Accenture PLC Class A | 2.46% | 501,245 | $173.7M | Reduce -57.8% |
| PG The Procter & Gamble Co. | 2.33% | 1,012,959 | $164.4M | Add +28.9% |
| CPRT Copart Inc. | 2.30% | 2,801,399 | $162.3M | Add +32.3% |
| LIN Linde PLC | 2.27% | 344,766 | $160.1M | Reduce -36.5% |
| ADI Analog Devices Inc. | 2.03% | 725,799 | $143.6M | New |
| NKE Nike Inc. Class B | 1.99% | 1,498,301 | $140.8M | Reduce -19.7% |
| CDNS Cadence Design SYS Inc. | 1.37% | 310,549 | $96.7M | Reduce -48.5% |
| OTIS Otis Worldwide Corp. | 1.07% | 761,938 | $75.6M | Reduce -48.2% |
| MAR Marriott International Class A | 0.93% | 261,008 | $65.9M | Add +0.7% |
Portfolio Sells Q4 2023 → Q1 2024
| ANSS Ansys Inc. | Sold out | 0.00% | −5.02 |
| ACN Accenture PLC Class A | Reduce -57.8% | 2.46% | −3.47 |
| URI United Rentals Inc. | Sold out | 0.00% | −2.07 |
| BKNG Booking Holdings Inc. | Reduce -26.2% | 4.40% | −1.45 |
| V Visa Inc. Class A | Reduce -23.0% | 5.02% | −1.09 |
| CDNS Cadence Design SYS Inc. | Reduce -48.5% | 1.37% | −0.97 |
| LIN Linde PLC | Reduce -36.5% | 2.27% | −0.91 |
| NKE Nike Inc. Class B | Reduce -19.7% | 1.99% | −0.89 |
| OTIS Otis Worldwide Corp. | Reduce -48.2% | 1.07% | −0.80 |
| ICE Intercontinental Exchange Inc. | Reduce -16.8% | 5.18% | −0.66 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.42 |
| FICO Fair Isaac Corp. | Reduce -10.8% | 4.41% | −0.22 |
| MCO Moody's Corp. | Reduce 0.0% | 3.97% | +0.01 |
| EFX Equifax Inc. | Reduce -0.4% | 2.52% | +0.17 |
| ALC Alcon Inc. | Reduce -1.5% | 7.64% | +0.31 |
| RACE Ferrari NV | Reduce -1.2% | 4.25% | +0.90 |
Portfolio Buys Q4 2023 → Q1 2024
| MSCI MSCI Inc. | Add +384.3% | 3.50% | +2.77 |
| TMO Thermo Fisher Scientific Inc. | Add +180.7% | 3.79% | +2.55 |
| ADI Analog Devices Inc. | New | 2.03% | +2.03 |
| EL Estee Lauder Companies Class A | Add +44.8% | 5.92% | +2.02 |
| GE General Electric | Add +0.1% | 6.13% | +1.66 |
| WMG Warner Music Group Corp. Class A | Add +75.0% | 3.05% | +1.15 |
| CPRT Copart Inc. | Add +32.3% | 2.30% | +0.82 |
| ZTS Zoetis Inc. | Add +41.4% | 4.16% | +0.71 |
| MSFT Microsoft Corp. | Add +0.2% | 6.67% | +0.69 |
| PG The Procter & Gamble Co. | Add +28.9% | 2.33% | +0.69 |
| MRSH Marsh & McLennan Cos | Add +7.9% | 3.72% | +0.54 |
| WAT Waters Corp. | Add +8.7% | 4.09% | +0.47 |
| INTU Intuit Inc. | Add +4.6% | 4.81% | +0.37 |
| MAR Marriott International Class A | Add +0.7% | 0.93% | +0.10 |
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 |