StockDriftsStockDriftsTop 21 Ako Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ALC | ALCON AG | 15.19% | 9.68M | $651.9M | +3.84%(+358.35K) | $71.82(+5.27%) | 2026-06-30 | |
| V | VISA INC | 7.87% | 985.1K | $338.0M | -17.00%(-201.81K) | $214.17(+68.76%) | 2026-06-30 | |
| RACE | FERRARI N V | 7.66% | 886.4K | $328.9M | -4.33%(-40.16K) | $200.50(+104.02%) | 2026-06-30 | |
| GE | GE AEROSPACE | 6.72% | 771.4K | $288.3M | -22.61%(-225.43K) | $90.93(+307.85%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.34% | 1.14M | $272.1M | -34.04%(-589.34K) | $194.49(+41.37%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 5.71% | 616.9K | $245.0M | -40.08%(-412.64K) | $208.09(+87.91%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.46% | 628.2K | $234.3M | -14.55%(-106.99K) | $294.38(+70.79%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 5.4% | 1.97M | $231.6M | -35.22%(-1.07M) | $72.72(+66.47%) | 2026-06-30 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 4.9% | 2.43M | $210.2M | -11.71%(-321.77K) | $74.82(+22.82%) | 2026-06-30 | |
| MCO | MOODYS CORP | 4.52% | 427.9K | $193.8M | -16.23%(-82.90K) | $329.39(+45.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.44% | +20.58% | +4.61% | +25.25% |
| Top 20 Holdings Unweighted | +5.47% | +17.33% | +3.53% | +18.93% |
Ako Capital LLP reports $4.29B in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are ALC (15.2%), V (7.9%) and RACE (7.7%). The top 20 holdings account for 89.26% of reported assets. Its disclosed equity book has returned +20.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ako Capital LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1376879). View Ako Capital LLP’s 13F filings on SEC