Ako Capital LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Ako Capital LLP reported 22 stock positions worth $6.6 billion. Its top holding was Flutter Entertainment PLC-Di (FLUT) at 10.2% of the portfolio, followed by Alcon (ALC, 9.3%) and Visa Class A (V, 7.7%). Compared with Q3 2025, it opened 2 new positions, sold out of 3, added to 5 and reduced 15. The biggest buy was a new position in Cisco Systems (CSCO) and the biggest sale Intuit (INTU, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $6.6B (Q4 2025)
- SEC Filing
- 0001376879-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 22 stocks · $6.6B
| FLUT Flutter Entertainment PLC-Di | 10.20% | 3,109,426 | $669.9M | Reduce -0.3% |
| ALC Alcon Inc. filed as ALCON AG | 9.28% | 7,686,700 | $609.4M | Reduce -3.6% |
| V Visa Inc. Class A | 7.68% | 1,437,967 | $504.3M | Reduce -9.3% |
| MSFT Microsoft Corp. | 7.52% | 1,020,715 | $493.6M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 6.11% | 1,737,603 | $401.1M | Reduce -3.9% |
| MCO Moody's Corp. | 5.73% | 736,568 | $376.3M | Reduce -4.0% |
| RACE Ferrari NV | 5.35% | 944,867 | $351.5M | Add +49.3% |
| GE General Electric filed as GE AEROSPACE | 5.20% | 1,109,389 | $341.7M | Reduce -16.0% |
| ADI Analog Devices Inc. | 5.15% | 1,248,009 | $338.5M | Add +2.0% |
| ICE Intercontinental Exchange Inc. | 5.14% | 2,084,185 | $337.6M | Add +0.0% |
| WAT Waters Corp. | 4.36% | 753,455 | $286.2M | Reduce -6.6% |
| MRSH Marsh & McLennan Cos | 4.19% | 1,484,860 | $275.5M | Reduce -17.5% |
| CSCO Cisco Systems Inc. | 3.65% | 3,113,706 | $239.8M | New |
| CPRT Copart Inc. | 3.58% | 6,010,134 | $235.3M | Add +8.7% |
| BKNG Booking Holdings Inc. | 3.49% | 42,801 | $229.2M | Reduce -33.8% |
| CP Canadian Pacific Kansas City | 3.32% | 2,957,361 | $217.8M | Add +269.9% |
| FICO Fair Isaac Corp. | 2.90% | 112,785 | $190.7M | Reduce -8.8% |
| EFX Equifax Inc. | 2.53% | 765,955 | $166.2M | Reduce -18.4% |
| INTU Intuit Inc. | 2.41% | 238,876 | $158.2M | Reduce -64.6% |
| CRM Salesforce Inc. | 1.26% | 312,608 | $82.8M | Reduce -4.2% |
| MA Mastercard Inc. Class A | 0.87% | 100,109 | $57.1M | New |
| LIN Linde PLC | 0.09% | 13,476 | $5.7M | Reduce -83.0% |
Portfolio Sells Q3 2025 → Q4 2025
| INTU Intuit Inc. | Reduce -64.6% | 2.41% | −4.14 |
| BKNG Booking Holdings Inc. | Reduce -33.8% | 3.49% | −1.47 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −1.42 |
| FLUT Flutter Entertainment PLC-Di | Reduce -0.3% | 10.20% | −1.13 |
| MRSH Marsh & McLennan Cos | Reduce -17.5% | 4.19% | −0.96 |
| EFX Equifax Inc. | Reduce -18.4% | 2.53% | −0.89 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.84 |
| GE General Electric | Reduce -16.0% | 5.20% | −0.45 |
| LIN Linde PLC | Reduce -83.0% | 0.09% | −0.45 |
| MSFT Microsoft Corp. | Reduce -4.5% | 7.52% | −0.36 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.12 |
| V Visa Inc. Class A | Reduce -9.3% | 7.68% | −0.01 |
| CRM Salesforce Inc. | Reduce -4.2% | 1.26% | +0.16 |
| FICO Fair Isaac Corp. | Reduce -8.8% | 2.90% | +0.27 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 6.11% | +0.46 |
| MCO Moody's Corp. | Reduce -4.0% | 5.73% | +0.53 |
| ALC Alcon Inc. | Reduce -3.6% | 9.28% | +0.84 |
| WAT Waters Corp. | Reduce -6.6% | 4.36% | +0.92 |
Portfolio Buys Q3 2025 → Q4 2025
| CSCO Cisco Systems Inc. | New | 3.65% | +3.65 |
| CP Canadian Pacific Kansas City | Add +269.9% | 3.32% | +2.47 |
| RACE Ferrari NV | Add +49.3% | 5.35% | +1.00 |
| ADI Analog Devices Inc. | Add +2.0% | 5.15% | +0.88 |
| MA Mastercard Inc. Class A | New | 0.87% | +0.87 |
| ICE Intercontinental Exchange Inc. | Add +0.0% | 5.14% | +0.15 |
| CPRT Copart Inc. | Add +8.7% | 3.58% | +0.05 |
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 |