Ako Capital LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ako Capital LLP reported 27 stock positions worth $5.1 billion. Its top holding was Alcon (ALC) at 13.6% of the portfolio, followed by Amazon.com (AMZN, 7.1%) and Visa Class A (V, 7.0%). Compared with Q4 2025, it opened 6 new positions, sold out of 1, added to 7 and reduced 14. The biggest buy was Alcon (ALC, shares +21%) and the biggest sale Flutter Entertainment PLC-Di (FLUT, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001376879
- Portfolio Value
- $5.1B (Q1 2026)
- SEC Filing
- 0001376879-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 27 stocks · $5.1B
| ALC Alcon Inc. filed as ALCON AG | 13.62% | 9,324,656 | $695.6M | Add +21.3% |
| AMZN Amazon.com Inc. | 7.06% | 1,731,170 | $360.6M | Reduce -0.4% |
| V Visa Inc. Class A | 7.02% | 1,186,931 | $358.7M | Reduce -17.5% |
| ADI Analog Devices Inc. | 6.41% | 1,029,523 | $327.5M | Reduce -17.5% |
| RACE Ferrari NV | 6.08% | 926,523 | $310.8M | Reduce -1.9% |
| ICE Intercontinental Exchange Inc. | 5.75% | 1,867,549 | $293.7M | Reduce -10.4% |
| GE General Electric filed as GE AEROSPACE | 5.54% | 996,847 | $282.9M | Reduce -10.1% |
| MSFT Microsoft Corp. | 5.33% | 735,214 | $272.2M | Reduce -28.0% |
| WAT Waters Corp. | 4.76% | 816,929 | $243.3M | Add +8.4% |
| CSCO Cisco Systems Inc. | 4.62% | 3,043,637 | $236.2M | Reduce -2.3% |
| MCO Moody's Corp. | 4.36% | 510,824 | $222.8M | Reduce -30.6% |
| CP Canadian Pacific Kansas City | 4.23% | 2,747,795 | $216.1M | Reduce -7.1% |
| BKNG Booking Holdings Inc. | 4.11% | 49,923 | $210.2M | Add +16.6% |
| SUNB Sunbelt Rentals Holdings Inc. | 4.06% | 3,185,284 | $207.3M | New |
| FICO Fair Isaac Corp. | 2.66% | 127,212 | $135.8M | Add +12.8% |
| WMB Williams Cos Inc. | 2.53% | 1,775,909 | $129.3M | New |
| SYK Stryker Corp. | 1.61% | 249,883 | $82.1M | New |
| MA Mastercard Inc. Class A | 1.52% | 155,592 | $77.7M | Add +55.4% |
| EFX Equifax Inc. | 1.42% | 403,774 | $72.7M | Reduce -47.3% |
| APD Air Products & Chemicals Inc. | 1.33% | 233,356 | $67.8M | New |
| CSL Carlisle Cos Inc. | 1.32% | 201,377 | $67.2M | New |
| LIN Linde PLC | 1.31% | 134,631 | $66.7M | Add +899.0% |
| CRM Salesforce Inc. | 1.30% | 354,805 | $66.2M | Add +13.5% |
| FLUT Flutter Entertainment PLC-Di | 0.97% | 487,027 | $49.7M | Reduce -84.3% |
| MRSH Marsh & McLennan Cos | 0.89% | 261,527 | $45.4M | Reduce -82.4% |
| CPRT Copart Inc. | 0.18% | 274,058 | $9.1M | Reduce -95.4% |
| RELX Relx PLC - Spon ADR | 0.02% | 23,447 | $777K | New |
Portfolio Sells Q4 2025 → Q1 2026
| FLUT Flutter Entertainment PLC-Di | Reduce -84.3% | 0.97% | −9.23 |
| CPRT Copart Inc. | Reduce -95.4% | 0.18% | −3.40 |
| MRSH Marsh & McLennan Cos | Reduce -82.4% | 0.89% | −3.31 |
| INTU Intuit Inc. | Sold out | 0.00% | −2.41 |
| MSFT Microsoft Corp. | Reduce -28.0% | 5.33% | −2.19 |
| MCO Moody's Corp. | Reduce -30.6% | 4.36% | −1.37 |
| EFX Equifax Inc. | Reduce -47.3% | 1.42% | −1.11 |
| V Visa Inc. Class A | Reduce -17.5% | 7.02% | −0.66 |
| GE General Electric | Reduce -10.1% | 5.54% | +0.33 |
| ICE Intercontinental Exchange Inc. | Reduce -10.4% | 5.75% | +0.61 |
| RACE Ferrari NV | Reduce -1.9% | 6.08% | +0.73 |
| CP Canadian Pacific Kansas City | Reduce -7.1% | 4.23% | +0.92 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 7.06% | +0.95 |
| CSCO Cisco Systems Inc. | Reduce -2.3% | 4.62% | +0.97 |
| ADI Analog Devices Inc. | Reduce -17.5% | 6.41% | +1.26 |
Portfolio Buys Q4 2025 → Q1 2026
| ALC Alcon Inc. | Add +21.3% | 13.62% | +4.34 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 4.06% | +4.06 |
| WMB Williams Cos Inc. | New | 2.53% | +2.53 |
| SYK Stryker Corp. | New | 1.61% | +1.61 |
| APD Air Products & Chemicals Inc. | New | 1.33% | +1.33 |
| CSL Carlisle Cos Inc. | New | 1.32% | +1.32 |
| LIN Linde PLC | Add +899.0% | 1.31% | +1.22 |
| MA Mastercard Inc. Class A | Add +55.4% | 1.52% | +0.65 |
| BKNG Booking Holdings Inc. | Add +16.6% | 4.11% | +0.63 |
| WAT Waters Corp. | Add +8.4% | 4.76% | +0.41 |
| CRM Salesforce Inc. | Add +13.5% | 1.30% | +0.04 |
| RELX Relx PLC - Spon ADR | New | 0.02% | +0.02 |
| FICO Fair Isaac Corp. | Add +12.8% | 2.66% | −0.24 |
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 |