Ako Capital LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ako Capital LLP disclosed 22 US equity positions worth $4.3bn in its Q2 2026 13F filing. The largest position was ALC at 15.2% of the reported book, followed by SUNB and V. Against the Q1 2026 filing, it opened 0 new positions, added to 5 and reduced 17 among the top 22 holdings.
What did Ako Capital LLP own in Q2 2026? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ALC ALCON AG | Healthcare | 15.2% | $651.9m | 9,683,004 | 4% | added |
| 2 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 10.6% | $454.5m | 6,074,817 | 91% | added |
| 3 | V VISA INC | Financial Services | 7.9% | $338.0m | 985,126 | -17% | reduced |
| 4 | RACE FERRARI N V | Consumer Cyclical | 7.7% | $328.9m | 886,360 | -4% | reduced |
| 5 | GE GE AEROSPACE | Industrials | 6.7% | $288.3m | 771,417 | -23% | reduced |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 6.3% | $272.1m | 1,141,835 | -34% | reduced |
| 7 | ADI ANALOG DEVICES INC | Technology | 5.7% | $245.0m | 616,881 | -40% | reduced |
| 8 | MSFT MICROSOFT CORP | Technology | 5.5% | $234.3m | 628,224 | -15% | reduced |
| 9 | CSCO CISCO SYS INC | Technology | 5.4% | $231.6m | 1,971,628 | -35% | reduced |
| 10 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 4.9% | $210.2m | 2,426,027 | -12% | reduced |
| 11 | MCO MOODYS CORP | Financial Services | 4.5% | $193.8m | 427,920 | -16% | reduced |
| 12 | APD AIR PRODUCTS AND CHEMICALS I | Basic Materials | 3.8% | $162.2m | 553,359 | 137% | added |
| 13 | FICO FAIR ISAAC CORP | Technology | 2.9% | $123.8m | 103,619 | -19% | reduced |
| 14 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 2.9% | $123.5m | 1,003,510 | -46% | reduced |
| 15 | WMB WILLIAMS COS INC | Energy | 2.6% | $110.5m | 1,486,116 | -16% | reduced |
| 16 | MA MASTERCARD INCORPORATED | Financial Services | 2.3% | $97.6m | 189,941 | 22% | added |
| 17 | WAT WATERS CORP | Healthcare | 1.8% | $76.3m | 203,356 | -75% | reduced |
| 18 | CSL CARLISLE COS INC | Industrials | 1.6% | $69.4m | 191,414 | -5% | reduced |
| 19 | LIN LINDE PLC | Basic Materials | 0.8% | $33.6m | 64,789 | -52% | reduced |
| 20 | EFX EQUIFAX INC | Industrials | 0.5% | $21.3m | 134,439 | -67% | reduced |
| 21 | CPRT COPART INC | Industrials | 0.4% | $18.5m | 656,567 | 140% | added |
| 22 | SYK STRYKER CORPORATION | Healthcare | 0.2% | $6.5m | 20,624 | -92% | reduced |
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.