Ako Capital LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Ako Capital LLP reported 26 stock positions worth $7.3 billion. Its top holding was Alcon (ALC) at 7.8% of the portfolio, followed by Microsoft (MSFT, 7.4%) and Fair Isaac (FICO, 6.5%). Compared with Q1 2024, it opened 2 new positions, sold out of 3, added to 18 and reduced 6. The biggest buy was Accenture Class A (ACN, shares +143%) and the biggest sale Estee Lauder Companies Class A (EL, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $7.3B (Q2 2024)
- SEC Filing
- 0001376879-24-000005 ↗ filed Aug 13, 2024
Holdings Value
Holdings 26 stocks · $7.3B
| ALC Alcon Inc. filed as ALCON AG | 7.81% | 6,371,303 | $568.1M | Reduce -1.9% |
| MSFT Microsoft Corp. | 7.44% | 1,211,103 | $541.3M | Add +8.3% |
| FICO Fair Isaac Corp. | 6.50% | 317,733 | $473.0M | Add +27.4% |
| GE General Electric filed as GE AEROSPACE | 6.22% | 2,849,084 | $452.9M | Add +15.6% |
| INTU Intuit Inc. | 5.37% | 594,507 | $390.7M | Add +13.8% |
| ACN Accenture PLC Class A | 5.09% | 1,219,936 | $370.1M | Add +143.4% |
| ICE Intercontinental Exchange Inc. | 5.02% | 2,670,788 | $365.6M | Add +0.3% |
| V Visa Inc. Class A | 4.80% | 1,329,954 | $349.1M | Add +4.8% |
| BKNG Booking Holdings Inc. | 4.69% | 86,205 | $341.5M | Add +0.6% |
| MCO Moody's Corp. | 4.32% | 746,780 | $314.3M | Add +4.8% |
| MRSH Marsh & McLennan Cos | 4.31% | 1,486,981 | $313.3M | Add +16.6% |
| TMO Thermo Fisher Scientific Inc. | 3.98% | 524,248 | $289.9M | Add +13.9% |
| RACE Ferrari NV | 3.79% | 675,090 | $275.4M | Reduce -2.0% |
| ZTS Zoetis Inc. | 3.56% | 1,495,188 | $259.2M | Reduce -13.8% |
| WAT Waters Corp. | 3.50% | 878,652 | $254.9M | Add +4.8% |
| WMG Warner Music Group Corp. Class A | 3.14% | 7,463,807 | $228.8M | Add +14.3% |
| MSCI MSCI Inc. | 3.06% | 461,682 | $222.4M | Add +4.7% |
| ADI Analog Devices Inc. | 2.91% | 928,920 | $212.0M | Add +28.0% |
| AMZN Amazon.com Inc. | 2.49% | 937,004 | $181.1M | New |
| PG The Procter & Gamble Co. | 2.40% | 1,060,884 | $175.0M | Add +4.7% |
| EFX Equifax Inc. | 2.32% | 695,966 | $168.7M | Add +4.8% |
| LIN Linde PLC | 2.14% | 354,541 | $155.6M | Add +2.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.06% | 1,409,881 | $150.0M | Reduce -48.0% |
| CPRT Copart Inc. | 1.76% | 2,369,500 | $128.3M | Reduce -15.4% |
| CDNS Cadence Design SYS Inc. | 1.28% | 303,409 | $93.4M | Reduce -2.3% |
| CNI Canadian Natl Railway Co. | 0.02% | 9,658 | $1.1M | New |
Portfolio Sells Q1 2024 → Q2 2024
| EL Estee Lauder Companies Class A | Reduce -48.0% | 2.06% | −3.86 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.99 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −1.07 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.93 |
| ZTS Zoetis Inc. | Reduce -13.8% | 3.56% | −0.60 |
| CPRT Copart Inc. | Reduce -15.4% | 1.76% | −0.53 |
| RACE Ferrari NV | Reduce -2.0% | 3.79% | −0.47 |
| CDNS Cadence Design SYS Inc. | Reduce -2.3% | 1.28% | −0.09 |
| ALC Alcon Inc. | Reduce -1.9% | 7.81% | +0.16 |
Portfolio Buys Q1 2024 → Q2 2024
| ACN Accenture PLC Class A | Add +143.4% | 5.09% | +2.63 |
| AMZN Amazon.com Inc. | New | 2.49% | +2.49 |
| FICO Fair Isaac Corp. | Add +27.4% | 6.50% | +2.09 |
| ADI Analog Devices Inc. | Add +28.0% | 2.91% | +0.88 |
| MSFT Microsoft Corp. | Add +8.3% | 7.44% | +0.77 |
| MRSH Marsh & McLennan Cos | Add +16.6% | 4.31% | +0.59 |
| INTU Intuit Inc. | Add +13.8% | 5.37% | +0.56 |
| MCO Moody's Corp. | Add +4.8% | 4.32% | +0.35 |
| BKNG Booking Holdings Inc. | Add +0.6% | 4.69% | +0.29 |
| TMO Thermo Fisher Scientific Inc. | Add +13.9% | 3.98% | +0.20 |
| GE General Electric | Add +15.6% | 6.22% | +0.10 |
| WMG Warner Music Group Corp. Class A | Add +14.3% | 3.14% | +0.09 |
| PG The Procter & Gamble Co. | Add +4.7% | 2.40% | +0.08 |
| CNI Canadian Natl Railway Co. | New | 0.02% | +0.02 |
| LIN Linde PLC | Add +2.8% | 2.14% | −0.13 |
| ICE Intercontinental Exchange Inc. | Add +0.3% | 5.02% | −0.16 |
| EFX Equifax Inc. | Add +4.8% | 2.32% | −0.20 |
| V Visa Inc. Class A | Add +4.8% | 4.80% | −0.22 |
| MSCI MSCI Inc. | Add +4.7% | 3.06% | −0.44 |
| WAT Waters Corp. | Add +4.8% | 3.50% | −0.59 |
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 |