Ako Capital LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Ako Capital LLP reported 25 stock positions worth $7.7 billion. Its top holding was Alcon (ALC) at 8.0% of the portfolio, followed by Microsoft (MSFT, 7.1%) and General Electric (GE, 6.5%). Compared with Q2 2024, it sold out of 1, added to 8 and reduced 17. The biggest buy was Visa Class A (V, shares +35%) and the biggest sale an exit from Estee Lauder Companies Class A (EL).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $7.7B (Q3 2024)
- SEC Filing
- 0001376879-24-000006 ↗ filed Nov 13, 2024
Holdings Value
Holdings 25 stocks · $7.7B
| ALC Alcon Inc. filed as ALCON AG | 8.02% | 6,157,815 | $615.6M | Reduce -3.4% |
| MSFT Microsoft Corp. | 7.10% | 1,265,260 | $544.4M | Add +4.5% |
| GE General Electric filed as GE AEROSPACE | 6.51% | 2,648,246 | $499.4M | Reduce -7.0% |
| V Visa Inc. Class A | 6.42% | 1,790,775 | $492.4M | Add +34.6% |
| ICE Intercontinental Exchange Inc. | 6.24% | 2,979,588 | $478.6M | Add +11.6% |
| MRSH Marsh & McLennan Cos | 5.74% | 1,973,234 | $440.2M | Add +32.7% |
| FICO Fair Isaac Corp. | 5.63% | 222,176 | $431.8M | Reduce -30.1% |
| ACN Accenture PLC Class A | 5.41% | 1,175,229 | $415.4M | Reduce -3.7% |
| INTU Intuit Inc. | 4.44% | 548,876 | $340.9M | Reduce -7.7% |
| MCO Moody's Corp. | 4.23% | 683,460 | $324.4M | Reduce -8.5% |
| BKNG Booking Holdings Inc. | 4.15% | 75,579 | $318.3M | Reduce -12.3% |
| RACE Ferrari NV | 3.97% | 649,656 | $304.4M | Reduce -3.8% |
| ZTS Zoetis Inc. | 3.80% | 1,492,138 | $291.5M | Reduce -0.2% |
| WAT Waters Corp. | 3.71% | 790,207 | $284.4M | Reduce -10.1% |
| AMZN Amazon.com Inc. | 3.61% | 1,488,281 | $277.3M | Add +58.8% |
| TMO Thermo Fisher Scientific Inc. | 3.41% | 423,473 | $261.9M | Reduce -19.2% |
| ADI Analog Devices Inc. | 3.37% | 1,124,286 | $258.8M | Add +21.0% |
| WMG Warner Music Group Corp. Class A | 2.80% | 6,862,125 | $214.8M | Reduce -8.1% |
| CPRT Copart Inc. | 2.48% | 3,625,764 | $190.0M | Add +53.0% |
| PG The Procter & Gamble Co. | 2.39% | 1,058,026 | $183.3M | Reduce -0.3% |
| LIN Linde PLC | 2.20% | 353,609 | $168.6M | Reduce -0.3% |
| EFX Equifax Inc. | 2.11% | 549,812 | $161.6M | Reduce -21.0% |
| MSCI MSCI Inc. | 1.57% | 206,096 | $120.1M | Reduce -55.4% |
| CDNS Cadence Design SYS Inc. | 0.70% | 198,578 | $53.8M | Reduce -34.5% |
| CNI Canadian Natl Railway Co. | 0.02% | 9,911 | $1.2M | Add +2.6% |
Portfolio Sells Q2 2024 → Q3 2024
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −2.06 |
| MSCI MSCI Inc. | Reduce -55.4% | 1.57% | −1.49 |
| INTU Intuit Inc. | Reduce -7.7% | 4.44% | −0.93 |
| FICO Fair Isaac Corp. | Reduce -30.1% | 5.63% | −0.87 |
| CDNS Cadence Design SYS Inc. | Reduce -34.5% | 0.70% | −0.58 |
| TMO Thermo Fisher Scientific Inc. | Reduce -19.2% | 3.41% | −0.57 |
| BKNG Booking Holdings Inc. | Reduce -12.3% | 4.15% | −0.54 |
| WMG Warner Music Group Corp. Class A | Reduce -8.1% | 2.80% | −0.34 |
| EFX Equifax Inc. | Reduce -21.0% | 2.11% | −0.21 |
| MCO Moody's Corp. | Reduce -8.5% | 4.23% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 2.39% | −0.02 |
| LIN Linde PLC | Reduce -0.3% | 2.20% | +0.06 |
| RACE Ferrari NV | Reduce -3.8% | 3.97% | +0.18 |
| WAT Waters Corp. | Reduce -10.1% | 3.71% | +0.20 |
| ALC Alcon Inc. | Reduce -3.4% | 8.02% | +0.22 |
| ZTS Zoetis Inc. | Reduce -0.2% | 3.80% | +0.24 |
| GE General Electric | Reduce -7.0% | 6.51% | +0.28 |
| ACN Accenture PLC Class A | Reduce -3.7% | 5.41% | +0.33 |
Portfolio Buys Q2 2024 → Q3 2024
| V Visa Inc. Class A | Add +34.6% | 6.42% | +1.62 |
| MRSH Marsh & McLennan Cos | Add +32.7% | 5.74% | +1.43 |
| ICE Intercontinental Exchange Inc. | Add +11.6% | 6.24% | +1.21 |
| AMZN Amazon.com Inc. | Add +58.8% | 3.61% | +1.13 |
| CPRT Copart Inc. | Add +53.0% | 2.48% | +0.71 |
| ADI Analog Devices Inc. | Add +21.0% | 3.37% | +0.46 |
| CNI Canadian Natl Railway Co. | Add +2.6% | 0.02% | −0.00 |
| MSFT Microsoft Corp. | Add +4.5% | 7.10% | −0.34 |
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 |