account_balance
Investment manager · 13F filer · SEC CIK 1376879
Ako Capital LLP
Reported value$4.29Mas of Jun 30, 2026
Positions22 0 new, 5 sold out
Top 10 weight75.8%ALC alone is 15%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ALCAlcon AG
15.2%Added +4%
SUNBSunbelt Rentals Holdings Inc
10.6%Added +91%
VVisa Inc
7.9%Trimmed −17%
RACEFerrari N V
7.7%Trimmed −4%
GEGe Aerospace
6.7%Trimmed −23%
AMZNAmazon Com Inc
6.3%Trimmed −34%
ADIAnalog Devices Inc
5.7%Trimmed −40%
MSFTMicrosoft Corp
5.5%Trimmed −15%
CSCOCisco Sys Inc
5.4%Trimmed −35%
CPCanadian Pacific Kansas City
4.9%Trimmed −12%
MCOMoodys Corp
4.5%Trimmed −16%
APDAir Products and Chemicals I
3.8%Added +137%
ALCAlcon AG
15.2%Added +4%
SUNBSunbelt Rentals Holdings Inc
10.6%Added +91%
VVisa Inc
7.9%Trimmed −17%
RACEFerrari N V
7.7%Trimmed −4%
GEGe Aerospace
6.7%Trimmed −23%
AMZN6.3%ADI5.7%MSFT5.5%CSCO5.4%CP4.9%MCO4.5%APD3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ALC Alcon AG 15.2% Added +4%SUNB Sunbelt Rentals Holdings Inc 10.6% Added +91%V Visa Inc 7.9% Trimmed −17%RACE Ferrari N V 7.7% Trimmed −4%GE Ge Aerospace 6.7% Trimmed −23%AMZN Amazon Com Inc 6.3% Trimmed −34%ADI Analog Devices Inc 5.7% Trimmed −40%MSFT Microsoft Corp 5.5% Trimmed −15%CSCO Cisco Sys Inc 5.4% Trimmed −35%CP Canadian Pacific Kansas City 4.9% Trimmed −12%MCO Moodys Corp 4.5% Trimmed −16%APD Air Products and Chemicals I 3.8% Added +137%
What changed