whalstreet

Ako Capital LlpvsWilliam Von Mueffling

Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Ako Capital Llp
Ako Capital Llp
AUM
$6.6B
Positions
22
Shared %
56.5%
Whale B
William Von Mueffling
Cantillon Capital Management LLC
AUM
$15.1B
Positions
38
Shared %
21.0%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockAKO weightWilliam weightAKO valueWilliam value
V · Visa, Inc.7.7%3.5%$504M$519M
ADI · Analog Devices Inc.5.2%4.0%$338M$608M
MSFT · Microsoft Corp.7.5%2.7%$494M$412M
FLUT · Flutter Entmt Plc10.2%0.9%$670M$140M
ICE · Intercontinental Exchange In5.1%3.1%$338M$463M
ALC · Alcon Ag9.3%1.3%$609M$189M
CP · Canadian Pacific Kansas City3.3%2.3%$218M$342M
MCO · Moodys Corp.5.7%1.1%$376M$171M
EFX · Equifax Inc.2.5%2.1%$166M$323M
Unique to Ako Capital Llp
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.6.1%$401M
RACE · Ferrari N V5.4%$352M
GEV · Ge Aerospace5.2%$342M
WAT · Waters Corp.4.4%$286M
MRSH · Marsh & Mclennan Cos Inc.4.2%$275M
CSCO · Cisco Sys Inc.3.7%$240M
CPRT · Copart Inc.3.6%$235M
BKNG · Booking Holdings Inc.3.5%$229M
FICO · Fair Isaac Corp.2.9%$191M
INTU · Intuit2.4%$158M
Unique to William Von Mueffling
Top 10 by value held — not in the other's portfolio
StockWeightValue
AVGO · Broadcom Inc.8.3%$1.3B
GOOGL · Alphabet Inc.7.1%$1.1B
TSM · Taiwan Semiconductor Mfg Ltd.5.6%$843M
IBKR · Interactive Brokers Group In5.0%$754M
SPGI · S&P Global Inc.4.4%$658M
CBRE · Cbre Group Inc.3.5%$533M
AMAT · Applied Matls Inc.3.5%$520M
BLK · Blackrock Inc.2.9%$436M
CME · Cme Group Inc.2.7%$409M
FERG · Ferguson Enterprises2.7%$408M
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★ WatchlistData from SEC EDGAR · whalstreet.com