Ako Capital LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Ako Capital LLP reported 25 stock positions worth $7.9 billion. Its top holding was Flutter Entertainment PLC-Di (FLUT) at 10.7% of the portfolio, followed by Alcon (ALC, 8.6%) and Microsoft (MSFT, 8.0%). Compared with Q1 2025, it sold out of 1, added to 12 and reduced 12. The biggest buy was Flutter Entertainment PLC-Di (FLUT, shares +15%) and the biggest sale an exit from Accenture Class A (ACN).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $7.9B (Q2 2025)
- SEC Filing
- 0001376879-25-000006 ↗ filed Aug 13, 2025
Holdings Value
Holdings 25 stocks · $7.9B
| FLUT Flutter Entertainment PLC-Di | 10.70% | 2,973,210 | $847.5M | Add +14.8% |
| ALC Alcon Inc. filed as ALCON AG | 8.60% | 7,713,406 | $681.5M | Add +8.4% |
| MSFT Microsoft Corp. | 7.99% | 1,272,557 | $633.0M | Add +1.8% |
| V Visa Inc. Class A | 7.36% | 1,643,373 | $583.5M | Reduce -7.5% |
| INTU Intuit Inc. | 6.72% | 675,783 | $532.3M | Add +21.6% |
| GE General Electric filed as GE AEROSPACE | 6.70% | 2,063,006 | $531.0M | Reduce -16.4% |
| MCO Moody's Corp. | 5.24% | 827,554 | $415.1M | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 5.07% | 2,191,657 | $402.1M | Reduce -4.0% |
| BKNG Booking Holdings Inc. | 5.05% | 69,107 | $400.1M | Reduce -4.1% |
| MRSH Marsh & McLennan Cos | 4.92% | 1,782,200 | $389.7M | Reduce -16.0% |
| AMZN Amazon.com Inc. | 4.04% | 1,460,648 | $320.5M | Add +1.6% |
| RACE Ferrari NV | 4.00% | 646,106 | $316.6M | Add +10.4% |
| ADI Analog Devices Inc. | 3.81% | 1,267,990 | $301.8M | Add +1.9% |
| FICO Fair Isaac Corp. | 3.54% | 153,273 | $280.2M | Add +1.7% |
| WAT Waters Corp. | 3.47% | 787,346 | $274.8M | Reduce -11.3% |
| CPRT Copart Inc. | 3.31% | 5,340,975 | $262.1M | Add +5.1% |
| EFX Equifax Inc. | 2.98% | 911,820 | $236.5M | Add +19.5% |
| ZTS Zoetis Inc. | 2.97% | 1,510,926 | $235.6M | Reduce -0.9% |
| CRM Salesforce Inc. | 1.61% | 469,254 | $128.0M | Add +30.4% |
| ILMN Illumina Inc. | 0.64% | 533,954 | $50.9M | Reduce -40.0% |
| CDNS Cadence Design SYS Inc. | 0.51% | 131,807 | $40.6M | Reduce -4.1% |
| LIN Linde PLC | 0.49% | 81,953 | $38.5M | Reduce -3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 26,427 | $10.7M | Reduce -92.1% |
| BAH Booz Allen Hamilton Holdings | 0.12% | 90,033 | $9.4M | Reduce -3.7% |
| CNI Canadian Natl Railway Co. | 0.03% | 19,073 | $2.0M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ACN Accenture PLC Class A | Sold out | 0.00% | −5.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -92.1% | 0.14% | −2.01 |
| MRSH Marsh & McLennan Cos | Reduce -16.0% | 4.92% | −1.80 |
| WAT Waters Corp. | Reduce -11.3% | 3.47% | −0.77 |
| V Visa Inc. Class A | Reduce -7.5% | 7.36% | −0.71 |
| ZTS Zoetis Inc. | Reduce -0.9% | 2.97% | −0.28 |
| ILMN Illumina Inc. | Reduce -40.0% | 0.64% | −0.27 |
| ICE Intercontinental Exchange Inc. | Reduce -4.0% | 5.07% | −0.03 |
| LIN Linde PLC | Reduce -3.6% | 0.49% | −0.03 |
| BAH Booz Allen Hamilton Holdings | Reduce -3.7% | 0.12% | −0.01 |
| CDNS Cadence Design SYS Inc. | Reduce -4.1% | 0.51% | +0.06 |
| GE General Electric | Reduce -16.4% | 6.70% | +0.30 |
| BKNG Booking Holdings Inc. | Reduce -4.1% | 5.05% | +0.74 |
Portfolio Buys Q1 2025 → Q2 2025
| FLUT Flutter Entertainment PLC-Di | Add +14.8% | 10.70% | +3.28 |
| INTU Intuit Inc. | Add +21.6% | 6.72% | +2.29 |
| MSFT Microsoft Corp. | Add +1.8% | 7.99% | +1.90 |
| RACE Ferrari NV | Add +10.4% | 4.00% | +0.77 |
| EFX Equifax Inc. | Add +19.5% | 2.98% | +0.57 |
| ADI Analog Devices Inc. | Add +1.9% | 3.81% | +0.55 |
| AMZN Amazon.com Inc. | Add +1.6% | 4.04% | +0.49 |
| CRM Salesforce Inc. | Add +30.4% | 1.61% | +0.36 |
| MCO Moody's Corp. | Add +0.1% | 5.24% | +0.24 |
| FICO Fair Isaac Corp. | Add +1.7% | 3.54% | −0.07 |
| ALC Alcon Inc. | Add +8.4% | 8.60% | −0.13 |
| CPRT Copart Inc. | Add +5.1% | 3.31% | −0.42 |
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 |