Ako Capital LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Ako Capital LLP reported 26 stock positions worth $7.7 billion. Its top holding was Alcon (ALC) at 8.7% of the portfolio, followed by Visa Class A (V, 8.1%) and Flutter Entertainment PLC-Di (FLUT, 7.4%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 16 and reduced 8. The biggest buy was a new position in Flutter Entertainment PLC-Di (FLUT) and the biggest sale an exit from Procter & Gamble (PG).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $7.7B (Q1 2025)
- SEC Filing
- 0001376879-25-000005 ↗ filed May 14, 2025
Holdings Value
Holdings 26 stocks · $7.7B
| ALC Alcon Inc. filed as ALCON AG | 8.73% | 7,115,571 | $672.6M | Add +21.1% |
| V Visa Inc. Class A | 8.08% | 1,775,973 | $622.4M | Add +1.1% |
| FLUT Flutter Entertainment PLC-Di | 7.42% | 2,590,673 | $571.8M | New |
| MRSH Marsh & McLennan Cos | 6.72% | 2,121,730 | $517.8M | Add +2.9% |
| GE General Electric filed as GE AEROSPACE | 6.40% | 2,466,267 | $493.6M | Reduce -8.4% |
| MSFT Microsoft Corp. | 6.09% | 1,250,718 | $469.5M | Add +9.4% |
| ICE Intercontinental Exchange Inc. | 5.11% | 2,282,427 | $393.7M | Reduce -12.4% |
| ACN Accenture PLC Class A | 5.01% | 1,238,638 | $386.5M | Reduce -5.5% |
| MCO Moody's Corp. | 5.00% | 826,734 | $385.0M | Add +26.5% |
| INTU Intuit Inc. | 4.43% | 555,811 | $341.3M | Reduce -6.5% |
| BKNG Booking Holdings Inc. | 4.31% | 72,052 | $331.9M | Reduce -0.6% |
| WAT Waters Corp. | 4.24% | 887,215 | $327.0M | Add +8.8% |
| CPRT Copart Inc. | 3.73% | 5,081,145 | $287.5M | Add +15.7% |
| FICO Fair Isaac Corp. | 3.60% | 150,660 | $277.8M | Add +1.4% |
| AMZN Amazon.com Inc. | 3.55% | 1,437,908 | $273.6M | Add +2.1% |
| ZTS Zoetis Inc. | 3.26% | 1,523,960 | $250.9M | Add +1.2% |
| ADI Analog Devices Inc. | 3.25% | 1,243,847 | $250.8M | Add +6.6% |
| RACE Ferrari NV | 3.23% | 585,118 | $248.7M | Reduce -5.6% |
| EFX Equifax Inc. | 2.41% | 762,905 | $185.8M | Add +5.0% |
| TMO Thermo Fisher Scientific Inc. | 2.15% | 332,845 | $165.6M | Add +6.1% |
| CRM Salesforce Inc. | 1.25% | 359,908 | $96.6M | New |
| ILMN Illumina Inc. | 0.92% | 889,714 | $70.6M | Add +79.6% |
| LIN Linde PLC | 0.51% | 84,991 | $39.6M | Reduce -33.6% |
| CDNS Cadence Design SYS Inc. | 0.45% | 137,409 | $34.9M | Reduce -38.6% |
| BAH Booz Allen Hamilton Holdings | 0.13% | 93,472 | $9.8M | Add +1.1% |
| CNI Canadian Natl Railway Co. | 0.02% | 19,073 | $1.9M | Add +73.5% |
Portfolio Sells Q4 2024 → Q1 2025
| PG The Procter & Gamble Co. | Sold out | 0.00% | −2.72 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −1.85 |
| MSCI MSCI Inc. | Sold out | 0.00% | −1.73 |
| ACN Accenture PLC Class A | Reduce -5.5% | 5.01% | −1.36 |
| INTU Intuit Inc. | Reduce -6.5% | 4.43% | −0.74 |
| BKNG Booking Holdings Inc. | Reduce -0.6% | 4.31% | −0.67 |
| CDNS Cadence Design SYS Inc. | Reduce -38.6% | 0.45% | −0.48 |
| RACE Ferrari NV | Reduce -5.6% | 3.23% | −0.42 |
| ICE Intercontinental Exchange Inc. | Reduce -12.4% | 5.11% | −0.26 |
| LIN Linde PLC | Reduce -33.6% | 0.51% | −0.23 |
| GE General Electric | Reduce -8.4% | 6.40% | +0.20 |
Portfolio Buys Q4 2024 → Q1 2025
| FLUT Flutter Entertainment PLC-Di | New | 7.42% | +7.42 |
| ALC Alcon Inc. | Add +21.1% | 8.73% | +1.84 |
| CRM Salesforce Inc. | New | 1.25% | +1.25 |
| MCO Moody's Corp. | Add +26.5% | 5.00% | +0.72 |
| MRSH Marsh & McLennan Cos | Add +2.9% | 6.72% | +0.66 |
| V Visa Inc. Class A | Add +1.1% | 8.08% | +0.40 |
| CPRT Copart Inc. | Add +15.7% | 3.73% | +0.25 |
| WAT Waters Corp. | Add +8.8% | 4.24% | +0.06 |
| CNI Canadian Natl Railway Co. | Add +73.5% | 0.02% | +0.01 |
| ILMN Illumina Inc. | Add +79.6% | 0.92% | +0.00 |
| BAH Booz Allen Hamilton Holdings | Add +1.1% | 0.13% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +6.1% | 2.15% | −0.11 |
| ZTS Zoetis Inc. | Add +1.2% | 3.26% | −0.13 |
| EFX Equifax Inc. | Add +5.0% | 2.41% | −0.15 |
| ADI Analog Devices Inc. | Add +6.6% | 3.25% | −0.17 |
| FICO Fair Isaac Corp. | Add +1.4% | 3.60% | −0.48 |
| MSFT Microsoft Corp. | Add +9.4% | 6.09% | −0.56 |
| AMZN Amazon.com Inc. | Add +2.1% | 3.55% | −0.72 |
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 |