Ako Capital LLP
Ako Capital LLP reported 22 US-listed holdings worth $4.29 billion in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Alcon AG (15.2%), Sunbelt Rentals Holdings Inc. (10.6%) and Visa Inc. (7.9%). Against the quarter before, it opened 0 positions, added to 5, trimmed 17 and sold out of 5.
Reported holdings$4.29B-16.0% on Q1 2026
Positions22-5 on Q1 2026
The largest ten75.8%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Added toTrimmed
The 14 largest of its 22 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 5Trimmed 17Sold out 5
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 5
- Sunbelt Rentals Holdings Inc. SUNB+2.9 million shares · +91%
- Air Products & Chemicals, Inc. APD+320,003 shares · +137%
- Alcon AG ALC+358,348 shares · +4%
- Mastercard Inc. MA+34,349 shares · +22%
- Copart Inc. CPRT+382,509 shares · +140%
Trimmed 17
- Waters Corp. WAT-613,573 shares · -75%
- Analog Devices Inc. ADI-412,642 shares · -40%
- Amazon.com Inc. AMZN-589,335 shares · -34%
- Cisco Systems, Inc. CSCO-1.1 million shares · -35%
- Intercontinental Exchange, Inc. ICE-864,039 shares · -46%
- General Electric Co. GE-225,430 shares · -23%
- Stryker Corp. SYK-229,259 shares · -92%
- Visa Inc. V-201,805 shares · -17%
and 9 more in the table below
Sold out of 5
- Booking Holdings Inc. BKNG$210.2 million last quarter
- Salesforce, Inc. CRM$66.2 million last quarter
- Flutter Entertainment plc FLUT$49.7 million last quarter
- Marsh & McLennan Companies, Inc. MRSH$45.4 million last quarter
- RELX PLC RELX$777,000 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alcon AG ALC | 9,683,004 | $651.9 million | 15.19% | +358,348 |
| Sunbelt Rentals Holdings Inc. SUNB | 6,074,817 | $454.5 million | 10.59% | +2,889,533 |
| Visa Inc. V | 985,126 | $338.0 million | 7.87% | -201,805 |
| Ferrari N.V. RACE | 886,360 | $328.9 million | 7.66% | -40,163 |
| General Electric Co. GE | 771,417 | $288.3 million | 6.72% | -225,430 |
| Amazon.com Inc. AMZN | 1,141,835 | $272.1 million | 6.34% | -589,335 |
| Analog Devices Inc. ADI | 616,881 | $245.0 million | 5.71% | -412,642 |
| Microsoft Corp. MSFT | 628,224 | $234.3 million | 5.46% | -106,990 |
| Cisco Systems, Inc. CSCO | 1,971,628 | $231.6 million | 5.40% | -1,072,009 |
| Canadian Pacific Kansas City LT CP | 2,426,027 | $210.2 million | 4.90% | -321,768 |
| Moody's Corp. MCO | 427,920 | $193.8 million | 4.52% | -82,904 |
| Air Products & Chemicals, Inc. APD | 553,359 | $162.2 million | 3.78% | +320,003 |
| Fair Isaac Corp. FICO | 103,619 | $123.8 million | 2.88% | -23,593 |
| Intercontinental Exchange, Inc. ICE | 1,003,510 | $123.5 million | 2.88% | -864,039 |
| Williams Companies, Inc. WMB | 1,486,116 | $110.5 million | 2.57% | -289,793 |
| Mastercard Inc. MA | 189,941 | $97.6 million | 2.27% | +34,349 |
| Waters Corp. WAT | 203,356 | $76.3 million | 1.78% | -613,573 |
| Carlisle Companies Inc. CSL | 191,414 | $69.4 million | 1.62% | -9,963 |
| Linde plc LIN | 64,789 | $33.6 million | 0.78% | -69,842 |
| Equifax Inc. EFX | 134,439 | $21.3 million | 0.50% | -269,335 |
| Copart Inc. CPRT | 656,567 | $18.5 million | 0.43% | +382,509 |
| Stryker Corp. SYK | 20,624 | $6.5 million | 0.15% | -229,259 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.