whalstreet

Ako Capital LlpvsTom Gayner

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
Ako Capital Llp
Ako Capital Llp
AUM
$6.6B
Positions
22
Shared %
52.0%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
14.5%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockAKO weightTom weightAKO valueTom value
AMZN · Amazon Com Inc.6.1%3.5%$401M$423M
V · Visa, Inc.7.7%2.5%$504M$304M
MSFT · Microsoft Corp.7.5%1.7%$494M$199M
ADI · Analog Devices Inc.5.2%2.7%$338M$326M
MCO · Moodys Corp.5.7%0.8%$376M$93M
MRSH · Marsh & Mclennan Cos Inc.4.2%1.1%$275M$132M
ICE · Intercontinental Exchange In5.1%0.0%$338M$5M
CSCO · Cisco Sys Inc.3.7%0.2%$240M$28M
CP · Canadian Pacific Kansas City3.3%0.0%$218M$5M
EFX · Equifax Inc.2.5%0.1%$166M$13M
MA · Mastercard Inc.0.9%0.9%$57M$104M
LIN · Linde Plc0.1%0.8%$6M$101M
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
RACE · Ferrari N V5.4%$352M
GEV · Ge Aerospace5.2%$342M
WAT · Waters Corp.4.4%$286M
CPRT · Copart Inc.3.6%$235M
BKNG · Booking Holdings Inc.3.5%$229M
FICO · Fair Isaac Corp.2.9%$191M
INTU · Intuit2.4%$158M
CRM · Salesforce Inc.1.3%$83M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
GOOG · Alphabet Inc.6.6%$789M
BRK-B · Berkshire Hathaway Inc. Del6.1%$734M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
AAPL · Apple Inc.2.6%$311M
GS · Goldman Sachs Group Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
CAT · Caterpillar Inc.2.0%$233M
WSO · Watsco Inc.1.8%$212M
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★ WatchlistData from SEC EDGAR · whalstreet.com