Ako Capital LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Ako Capital LLP reported 27 stock positions worth $7.2 billion. Its top holding was Visa Class A (V) at 7.7% of the portfolio, followed by Alcon (ALC, 6.9%) and Microsoft (MSFT, 6.7%). Compared with Q3 2024, it opened 2 new positions, added to 13 and reduced 12. The biggest buy was Copart (CPRT, shares +21%) and the biggest sale Fair Isaac (FICO, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $7.2B (Q4 2024)
- SEC Filing
- 0001376879-25-000002 ↗ filed Feb 12, 2025
Holdings Value
Holdings 27 stocks · $7.2B
| V Visa Inc. Class A | 7.67% | 1,757,145 | $555.3M | Reduce -1.9% |
| ALC Alcon Inc. filed as ALCON AG | 6.89% | 5,876,280 | $498.6M | Reduce -4.6% |
| MSFT Microsoft Corp. | 6.66% | 1,142,735 | $481.7M | Reduce -9.7% |
| ACN Accenture PLC Class A | 6.38% | 1,311,465 | $461.4M | Add +11.6% |
| GE General Electric filed as GE AEROSPACE | 6.21% | 2,693,057 | $449.2M | Add +1.7% |
| MRSH Marsh & McLennan Cos | 6.05% | 2,062,828 | $438.2M | Add +4.5% |
| ICE Intercontinental Exchange Inc. | 5.37% | 2,605,657 | $388.3M | Reduce -12.6% |
| INTU Intuit Inc. | 5.16% | 594,479 | $373.6M | Add +8.3% |
| BKNG Booking Holdings Inc. | 4.98% | 72,470 | $360.1M | Reduce -4.1% |
| MCO Moody's Corp. | 4.27% | 653,387 | $309.3M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 4.27% | 1,408,315 | $309.0M | Reduce -5.4% |
| WAT Waters Corp. | 4.18% | 815,379 | $302.5M | Add +3.2% |
| FICO Fair Isaac Corp. | 4.09% | 148,602 | $295.9M | Reduce -33.1% |
| RACE Ferrari NV | 3.65% | 619,722 | $264.1M | Reduce -4.6% |
| CPRT Copart Inc. | 3.48% | 4,391,462 | $252.0M | Add +21.1% |
| ADI Analog Devices Inc. | 3.43% | 1,167,224 | $248.0M | Add +3.8% |
| ZTS Zoetis Inc. | 3.39% | 1,505,938 | $245.4M | Add +0.9% |
| PG The Procter & Gamble Co. | 2.72% | 1,172,423 | $196.6M | Add +10.8% |
| EFX Equifax Inc. | 2.56% | 726,246 | $185.1M | Add +32.1% |
| TMO Thermo Fisher Scientific Inc. | 2.26% | 313,784 | $163.2M | Reduce -25.9% |
| WMG Warner Music Group Corp. Class A | 1.85% | 4,323,994 | $134.0M | Reduce -37.0% |
| MSCI MSCI Inc. | 1.73% | 208,903 | $125.3M | Add +1.4% |
| CDNS Cadence Design SYS Inc. | 0.93% | 223,944 | $67.3M | Add +12.8% |
| ILMN Illumina Inc. | 0.91% | 495,286 | $66.2M | New |
| LIN Linde PLC | 0.74% | 128,062 | $53.6M | Reduce -63.8% |
| BAH Booz Allen Hamilton Holdings | 0.16% | 92,490 | $11.9M | New |
| CNI Canadian Natl Railway Co. | 0.02% | 10,992 | $1.1M | Add +10.9% |
Portfolio Sells Q3 2024 → Q4 2024
| FICO Fair Isaac Corp. | Reduce -33.1% | 4.09% | −1.54 |
| LIN Linde PLC | Reduce -63.8% | 0.74% | −1.46 |
| TMO Thermo Fisher Scientific Inc. | Reduce -25.9% | 2.26% | −1.16 |
| ALC Alcon Inc. | Reduce -4.6% | 6.89% | −1.13 |
| WMG Warner Music Group Corp. Class A | Reduce -37.0% | 1.85% | −0.95 |
| ICE Intercontinental Exchange Inc. | Reduce -12.6% | 5.37% | −0.87 |
| MSFT Microsoft Corp. | Reduce -9.7% | 6.66% | −0.44 |
| RACE Ferrari NV | Reduce -4.6% | 3.65% | −0.32 |
| MCO Moody's Corp. | Reduce -4.4% | 4.27% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -5.4% | 4.27% | +0.66 |
| BKNG Booking Holdings Inc. | Reduce -4.1% | 4.98% | +0.83 |
| V Visa Inc. Class A | Reduce -1.9% | 7.67% | +1.26 |
Portfolio Buys Q3 2024 → Q4 2024
| CPRT Copart Inc. | Add +21.1% | 3.48% | +1.01 |
| ACN Accenture PLC Class A | Add +11.6% | 6.38% | +0.96 |
| ILMN Illumina Inc. | New | 0.91% | +0.91 |
| INTU Intuit Inc. | Add +8.3% | 5.16% | +0.72 |
| WAT Waters Corp. | Add +3.2% | 4.18% | +0.47 |
| EFX Equifax Inc. | Add +32.1% | 2.56% | +0.45 |
| PG The Procter & Gamble Co. | Add +10.8% | 2.72% | +0.33 |
| MRSH Marsh & McLennan Cos | Add +4.5% | 6.05% | +0.32 |
| CDNS Cadence Design SYS Inc. | Add +12.8% | 0.93% | +0.23 |
| MSCI MSCI Inc. | Add +1.4% | 1.73% | +0.17 |
| BAH Booz Allen Hamilton Holdings | New | 0.16% | +0.16 |
| ADI Analog Devices Inc. | Add +3.8% | 3.43% | +0.05 |
| CNI Canadian Natl Railway Co. | Add +10.9% | 0.02% | +0.00 |
| GE General Electric | Add +1.7% | 6.21% | −0.30 |
| ZTS Zoetis Inc. | Add +0.9% | 3.39% | −0.41 |
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 |