Ako Capital LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ako Capital LLP disclosed 27 US equity positions worth $5.1bn in its Q1 2026 13F filing. The largest position was ALC at 13.6% of the reported book, followed by AMZN and V.
What did Ako Capital LLP own in Q1 2026? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ALC ALCON AG | Healthcare | 13.6% | $695.6m | 9,324,656 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 7.1% | $360.6m | 1,731,170 | – | |
| 3 | V VISA INC | Financial Services | 7.0% | $358.7m | 1,186,931 | – | |
| 4 | ADI ANALOG DEVICES INC | Technology | 6.4% | $327.5m | 1,029,523 | – | |
| 5 | RACE FERRARI N V | Consumer Cyclical | 6.1% | $310.8m | 926,523 | – | |
| 6 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 5.7% | $293.7m | 1,867,549 | – | |
| 7 | GE GE AEROSPACE | Industrials | 5.5% | $282.9m | 996,847 | – | |
| 8 | MSFT MICROSOFT CORP | Technology | 5.3% | $272.2m | 735,214 | – | |
| 9 | WAT WATERS CORP | Healthcare | 4.8% | $243.3m | 816,929 | – | |
| 10 | CSCO CISCO SYS INC | Technology | 4.6% | $236.2m | 3,043,637 | – | |
| 11 | MCO MOODYS CORP | Financial Services | 4.4% | $222.8m | 510,824 | – | |
| 12 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 4.2% | $216.1m | 2,747,795 | – | |
| 13 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 4.1% | $210.2m | 49,923 | – | |
| 14 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 4.1% | $207.3m | 3,185,284 | – | |
| 15 | FICO FAIR ISAAC CORP | Technology | 2.7% | $135.8m | 127,212 | – | |
| 16 | WMB WILLIAMS COS INC | Energy | 2.5% | $129.3m | 1,775,909 | – | |
| 17 | SYK STRYKER CORPORATION | Healthcare | 1.6% | $82.1m | 249,883 | – | |
| 18 | MA MASTERCARD INCORPORATED | Financial Services | 1.5% | $77.7m | 155,592 | – | |
| 19 | EFX EQUIFAX INC | Industrials | 1.4% | $72.7m | 403,774 | – | |
| 20 | APD AIR PRODUCTS AND CHEMICALS I | Basic Materials | 1.3% | $67.8m | 233,356 | – | |
| 21 | CSL CARLISLE COS INC | Industrials | 1.3% | $67.2m | 201,377 | – | |
| 22 | LIN LINDE PLC | Basic Materials | 1.3% | $66.7m | 134,631 | – | |
| 23 | CRM SALESFORCE INC | Technology | 1.3% | $66.2m | 354,805 | – | |
| 24 | FLUTTER ENTMT PLC | 1.0% | $49.7m | 487,027 | – | ||
| 25 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 0.9% | $45.4m | 261,527 | – | |
| 26 | CPRT COPART INC | Industrials | 0.2% | $9.1m | 274,058 | – | |
| 27 | RELX RELX PLC | Industrials | 0.0% | $777.0k | 23,447 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.