whalstreet

Ako Capital LlpvsJensen Investment Management Inc.

Side-by-side current 13F portfolio comparison · 11 shared positions
Whale A
Ako Capital Llp
Ako Capital Llp
AUM
$6.6B
Positions
22
Shared %
39.9%
Whale B
Jensen Investment Management Inc.
Jensen Investment Management Inc.
AUM
$5.1B
Positions
84
Shared %
27.3%
Common holdings · 11
Stocks both whales currently hold — sorted by combined value
StockAKO weightJensen weightAKO valueJensen value
MSFT · Microsoft Corp.7.5%8.5%$494M$433M
AMZN · Amazon Com Inc.6.1%5.0%$401M$254M
MRSH · Marsh & Mclennan Cos Inc.4.2%3.9%$275M$200M
RACE · Ferrari N V5.4%0.0%$352M$908K
EFX · Equifax Inc.2.5%2.8%$166M$141M
MA · Mastercard Inc.0.9%4.8%$57M$245M
WAT · Waters Corp.4.4%0.2%$286M$12M
CPRT · Copart Inc.3.6%1.0%$235M$53M
INTU · Intuit2.4%0.9%$158M$45M
FICO · Fair Isaac Corp.2.9%0.0%$191M$1M
LIN · Linde Plc0.1%0.0%$6M$640K
Unique to Ako Capital Llp
Top 10 by value held — not in the other's portfolio
StockWeightValue
FLUT · Flutter Entmt Plc10.2%$670M
ALC · Alcon Ag9.3%$609M
V · Visa, Inc.7.7%$504M
MCO · Moodys Corp.5.7%$376M
GEV · Ge Aerospace5.2%$342M
ADI · Analog Devices Inc.5.2%$338M
ICE · Intercontinental Exchange In5.1%$338M
CSCO · Cisco Sys Inc.3.7%$240M
BKNG · Booking Holdings Inc.3.5%$229M
CP · Canadian Pacific Kansas City3.3%$218M
Unique to Jensen Investment Management Inc.
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.8.2%$417M
AAPL · Apple Inc.8.0%$405M
NVDA · Nvidia Corp.5.6%$285M
KLAC · Kla Corp.4.8%$244M
SYK · Stryker Corporation4.5%$229M
LLY · Eli Lilly & Co.4.2%$212M
SHW · Sherwin Williams Co.4.0%$201M
META · Meta Platforms, Inc.3.8%$195M
ABT · Abbott Labs3.0%$153M
WM · Waste Mgmt Inc. Del3.0%$150M
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★ WatchlistData from SEC EDGAR · whalstreet.com