Ako Capital LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Ako Capital LLP reported 23 stock positions worth $7.0 billion. Its top holding was Flutter Entertainment PLC-Di (FLUT) at 11.3% of the portfolio, followed by Alcon (ALC, 8.4%) and Microsoft (MSFT, 7.9%). Compared with Q2 2025, it opened 1 new position, sold out of 3, added to 8 and reduced 14. The biggest buy was Amazon.com (AMZN, shares +24%) and the biggest sale Zoetis (ZTS, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $7.0B (Q3 2025)
- SEC Filing
- 0001376879-25-000008 ↗ filed Nov 13, 2025
Holdings Value
Holdings 23 stocks · $7.0B
| FLUT Flutter Entertainment PLC-Di | 11.33% | 3,120,116 | $796.7M | Add +4.9% |
| ALC Alcon Inc. filed as ALCON AG | 8.44% | 7,974,364 | $593.8M | Add +3.4% |
| MSFT Microsoft Corp. | 7.87% | 1,068,996 | $553.7M | Reduce -16.0% |
| V Visa Inc. Class A | 7.69% | 1,584,857 | $541.0M | Reduce -3.6% |
| INTU Intuit Inc. | 6.55% | 674,425 | $460.6M | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 5.65% | 1,320,876 | $397.3M | Reduce -36.0% |
| AMZN Amazon.com Inc. | 5.64% | 1,808,033 | $397.0M | Add +23.8% |
| MCO Moody's Corp. | 5.20% | 767,143 | $365.5M | Reduce -7.3% |
| MRSH Marsh & McLennan Cos | 5.16% | 1,799,753 | $362.7M | Add +1.0% |
| ICE Intercontinental Exchange Inc. | 4.99% | 2,084,001 | $351.1M | Reduce -4.9% |
| BKNG Booking Holdings Inc. | 4.96% | 64,618 | $348.9M | Reduce -6.5% |
| RACE Ferrari NV | 4.35% | 632,960 | $306.2M | Reduce -2.0% |
| ADI Analog Devices Inc. | 4.27% | 1,223,147 | $300.5M | Reduce -3.5% |
| CPRT Copart Inc. | 3.53% | 5,527,245 | $248.6M | Add +3.5% |
| WAT Waters Corp. | 3.44% | 806,948 | $241.9M | Add +2.5% |
| EFX Equifax Inc. | 3.42% | 938,348 | $240.7M | Add +2.9% |
| FICO Fair Isaac Corp. | 2.63% | 123,646 | $185.0M | Reduce -19.3% |
| ZTS Zoetis Inc. | 1.42% | 683,704 | $100.0M | Reduce -54.8% |
| CRM Salesforce Inc. | 1.10% | 326,128 | $77.3M | Reduce -30.5% |
| CP Canadian Pacific Kansas City | 0.85% | 799,560 | $59.6M | New |
| CDNS Cadence Design SYS Inc. | 0.84% | 168,767 | $59.3M | Add +28.0% |
| LIN Linde PLC | 0.53% | 79,085 | $37.6M | Reduce -3.5% |
| BAH Booz Allen Hamilton Holdings | 0.12% | 86,866 | $8.7M | Reduce -3.5% |
Portfolio Sells Q2 2025 → Q3 2025
| ZTS Zoetis Inc. | Reduce -54.8% | 1.42% | −1.55 |
| GE General Electric | Reduce -36.0% | 5.65% | −1.05 |
| FICO Fair Isaac Corp. | Reduce -19.3% | 2.63% | −0.91 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.64 |
| CRM Salesforce Inc. | Reduce -30.5% | 1.10% | −0.52 |
| INTU Intuit Inc. | Reduce -0.2% | 6.55% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.14 |
| MSFT Microsoft Corp. | Reduce -16.0% | 7.87% | −0.12 |
| BKNG Booking Holdings Inc. | Reduce -6.5% | 4.96% | −0.09 |
| ICE Intercontinental Exchange Inc. | Reduce -4.9% | 4.99% | −0.08 |
| MCO Moody's Corp. | Reduce -7.3% | 5.20% | −0.04 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.03 |
| BAH Booz Allen Hamilton Holdings | Reduce -3.5% | 0.12% | +0.01 |
| LIN Linde PLC | Reduce -3.5% | 0.53% | +0.05 |
| V Visa Inc. Class A | Reduce -3.6% | 7.69% | +0.33 |
| RACE Ferrari NV | Reduce -2.0% | 4.35% | +0.36 |
| ADI Analog Devices Inc. | Reduce -3.5% | 4.27% | +0.46 |
Portfolio Buys Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Add +23.8% | 5.64% | +1.60 |
| CP Canadian Pacific Kansas City | New | 0.85% | +0.85 |
| FLUT Flutter Entertainment PLC-Di | Add +4.9% | 11.33% | +0.63 |
| EFX Equifax Inc. | Add +2.9% | 3.42% | +0.44 |
| CDNS Cadence Design SYS Inc. | Add +28.0% | 0.84% | +0.33 |
| MRSH Marsh & McLennan Cos | Add +1.0% | 5.16% | +0.24 |
| CPRT Copart Inc. | Add +3.5% | 3.53% | +0.23 |
| WAT Waters Corp. | Add +2.5% | 3.44% | −0.03 |
| ALC Alcon Inc. | Add +3.4% | 8.44% | −0.16 |
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 |