whalstreet

Ako Capital LlpvsChris Hohn

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Ako Capital Llp
Ako Capital Llp
AUM
$6.6B
Positions
22
Shared %
29.4%
Whale B
Chris Hohn
Tci Fund Management Ltd.
AUM
$53.6B
Positions
9
Shared %
79.7%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockAKO weightChris weightAKO valueChris value
GEV · Ge Aerospace5.2%27.3%$342M$14.6B
V · Visa, Inc.7.7%18.1%$504M$9.7B
MSFT · Microsoft Corp.7.5%15.1%$494M$8.1B
MCO · Moodys Corp.5.7%12.7%$376M$6.8B
CP · Canadian Pacific Kansas City3.3%6.5%$218M$3.5B
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
AMZN · Amazon Com Inc.6.1%$401M
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
MRSH · Marsh & Mclennan Cos Inc.4.2%$275M
CSCO · Cisco Sys Inc.3.7%$240M
CPRT · Copart Inc.3.6%$235M
Unique to Chris Hohn
Top 10 by value held — not in the other's portfolio
StockWeightValue
SPGI · S&P Global Inc.11.5%$6.2B
GOOGL · Alphabet Inc.4.4%$2.4B
FER · Ferrovial Se2.5%$1.3B
CNI · Canadian Natl Ry Co.1.8%$974M
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com