AKO Capital Portfolio Holdings

Ako Capital LLP

$7.71 Billion
Q1 2025

Ako Capital LLP, under direction of Ako Capital has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.71 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alcon Inc with a value of $673M, Visa Inc. with a value of $622M, Flutter Entmt PLC with a value of $572M, Marsh & Mclennan Companies, Inc. with a value of $518M, and General Electric CO with a value of $494M.

Examining the 13F form we can see an increase of $470M in the current position value, from $7.24B to 7.71B.

Ako Capital LLP is based out at London, X0

Below you can find more details about Ako Capital portfolio as well as his latest detailed transactions.

Portfolio value $7.71 Billion

Financial Services: $1.92 Billion

Technology: $1.86 Billion

Healthcare: $1.49 Billion

Consumer Cyclical: $1.14 Billion

Industrials: $691 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ALC Alcon Inc Healthcare	$43B	$673 Million 8.73% of portfolio	7,115,571	Q1 2025 Added 21.09%
MMC Marsh & Mclennan Companies, Inc. Financial Services	$113B	$518 Million 6.72% of portfolio	2,121,730	Q1 2025 Added 2.86%
ICE Intercontinental Exchange, Inc. Financial Services	$97.6B	$394 Million 5.11% of portfolio	2,282,427	Q1 2025 Reduced 12.4%
MCO Moodys Corp Financial Services	$89.3B	$385 Million 5.0% of portfolio	826,734	Q1 2025 Added 26.53%
INTU Intuit Inc Technology	$186B	$341 Million 4.43% of portfolio	555,811	Q1 2025 Reduced 6.5%
WAT Waters Corp Healthcare	$21.1B	$327 Million 4.24% of portfolio	887,215	Q1 2025 Added 8.81%
CPRT Copart Inc Consumer Cyclical	$15B	$288 Million 3.73% of portfolio	5,081,145	Q1 2025 Added 15.71%
FICO Fair Isaac Corp Technology	$55.1B	$278 Million 3.6% of portfolio	150,660	Q1 2025 Added 1.38%
ZTS Zoetis Inc. Healthcare	$75.1B	$251 Million 3.26% of portfolio	1,523,960	Q1 2025 Added 1.2%
ADI Analog Devices Inc Technology	$117B	$251 Million 3.25% of portfolio	1,243,847	Q1 2025 Added 6.56%
RACE Ferrari N.V. Consumer Cyclical	$90.4B	$249 Million 3.23% of portfolio	585,118	Q1 2025 Reduced 5.58%
EFX Equifax Inc Industrials	$33.7B	$186 Million 2.41% of portfolio	762,905	Q1 2025 Added 5.05%
TMO Thermo Fisher Scientific Inc. Healthcare	$159B	$166 Million 2.15% of portfolio	332,845	Q1 2025 Added 6.07%
ILMN Illumina, Inc. Healthcare	$12.7B	$70.6 Million 0.92% of portfolio	889,714	Q1 2025 Added 79.64%
CDNS Cadence Design Systems Inc Technology	$87.4B	$34.9 Million 0.45% of portfolio	137,409	Q1 2025 Reduced 38.64%
BAH Booz Allen Hamilton Holding Corp Industrials	$16.9B	$9.78 Million 0.13% of portfolio	93,472	Q1 2025 Added 1.06%
CNI Canadian National Railway CO Industrials	$73.3B	$1.86 Million 0.02% of portfolio	19,073	Q1 2025 Added 73.52%

Summary

Portfolio
No. of Stocks 26
Current Value $7.71 Billion
Prior Value $7.24 Billion
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 2 stocks
Additional Purchases 16 stocks
Sold out of 0 stocks
Reduced holdings in 8 stocks

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