StockDrifts LogoStockDrifts

Ako Capital Llp

Portfolio Manager
Ako Capital LLP
Performance
-15.23% (2026 Q1)
AUM (13F)
$5.11B
# of Holdings
27
Performance Rank
Allocation (Top 20)
91.28%

Ako Capital Llp Holdings Map

Top 26 Ako Capital Llp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ALC
ALCON AG
13.62%9.32M$695.6M
+21.31%(+1.64M)
2025-Q1: 7.12M shares2025-Q2: 7.71M shares2025-Q3: 7.97M shares2025-Q4: 7.69M shares2026-Q1: 9.32M shares
$71.88(-11.46%)
2026-03-31
AMZN
AMAZON COM INC
7.06%1.73M$360.6M
-0.37%(-6.43K)
2025-Q1: 1.44M shares2025-Q2: 1.46M shares2025-Q3: 1.81M shares2025-Q4: 1.74M shares2026-Q1: 1.73M shares
$194.49(+35.81%)
2026-03-31
V
VISA INC
7.02%1.19M$358.7M
-17.46%(-251.04K)
2025-Q1: 1.78M shares2025-Q2: 1.64M shares2025-Q3: 1.58M shares2025-Q4: 1.44M shares2026-Q1: 1.19M shares
$214.17(+52.10%)
2026-03-31
ADI
ANALOG DEVICES INC
6.41%1.03M$327.5M
-17.51%(-218.49K)
2025-Q1: 1.24M shares2025-Q2: 1.27M shares2025-Q3: 1.22M shares2025-Q4: 1.25M shares2026-Q1: 1.03M shares
$208.09(+100.63%)
2026-03-31
RACE
FERRARI N V
6.08%926.5K$310.8M
-1.94%(-18.34K)
2025-Q1: 585.1K shares2025-Q2: 646.1K shares2025-Q3: 633.0K shares2025-Q4: 944.9K shares2026-Q1: 926.5K shares
$200.50(+60.20%)
2026-03-31
ICE
INTERCONTINENTAL EXCHANGE IN
5.75%1.87M$293.7M
-10.39%(-216.64K)
2025-Q1: 2.28M shares2025-Q2: 2.19M shares2025-Q3: 2.08M shares2025-Q4: 2.08M shares2026-Q1: 1.87M shares
$117.20(+31.71%)
2026-03-31
GE
GE AEROSPACE
5.54%996.8K$282.9M
-10.14%(-112.54K)
2025-Q1: 2.47M shares2025-Q2: 2.06M shares2025-Q3: 1.32M shares2025-Q4: 1.11M shares2026-Q1: 996.8K shares
$90.93(+209.60%)
2026-03-31
MSFT
MICROSOFT CORP
5.33%735.2K$272.2M
-27.97%(-285.50K)
2025-Q1: 1.25M shares2025-Q2: 1.27M shares2025-Q3: 1.07M shares2025-Q4: 1.02M shares2026-Q1: 735.2K shares
$294.38(+43.33%)
2026-03-31
WAT
WATERS CORP
4.76%816.9K$243.3M
+8.42%(+63.47K)
2025-Q1: 887.2K shares2025-Q2: 787.3K shares2025-Q3: 806.9K shares2025-Q4: 753.5K shares2026-Q1: 816.9K shares
$300.90(+9.41%)
2026-03-31
CSCO
CISCO SYS INC
4.62%3.04M$236.2M
-2.25%(-70.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.11M shares2026-Q1: 3.04M shares
$72.72(+62.54%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Ako Capital Llp, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all