whalstreet

Ako Capital LlpvsMairs and Power

Side-by-side current 13F portfolio comparison · 8 shared positions
Whale A
Ako Capital Llp
Ako Capital Llp
AUM
$6.6B
Positions
22
Shared %
36.5%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
18.2%
Common holdings · 8
Stocks both whales currently hold — sorted by combined value
StockAKO weightMairs weightAKO valueMairs value
MSFT · Microsoft Corp.7.5%8.9%$494M$925M
AMZN · Amazon Com Inc.6.1%5.8%$401M$598M
V · Visa, Inc.7.7%2.7%$504M$281M
GEV · Ge Aerospace5.2%0.0%$342M$2M
MRSH · Marsh & Mclennan Cos Inc.4.2%0.0%$275M$252K
CSCO · Cisco Sys Inc.3.7%0.0%$240M$2M
CRM · Salesforce Inc.1.3%0.8%$83M$78M
MA · Mastercard Inc.0.9%0.0%$57M$356K
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
MCO · Moodys Corp.5.7%$376M
RACE · Ferrari N V5.4%$352M
ADI · Analog Devices Inc.5.2%$338M
ICE · Intercontinental Exchange In5.1%$338M
WAT · Waters Corp.4.4%$286M
CPRT · Copart Inc.3.6%$235M
BKNG · Booking Holdings Inc.3.5%$229M
CP · Canadian Pacific Kansas City3.3%$218M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.8.9%$923M
GOOG · Alphabet Inc.5.1%$533M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
META · Meta Platforms, Inc.2.0%$209M
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★ WatchlistData from SEC EDGAR · whalstreet.com