Ako Capital LlpvsDev Kantesaria

Side-by-side current 13F portfolio comparison · 6 shared positions

Whale A

AUM

$6.6B

Positions

Shared %

22.1%

Whale B

Valley Forge Capital Management, LP

AUM

$4.4B

Positions

Shared %

75.3%

Common holdings · 6

Stocks both whales currently hold — sorted by combined value

Stock	AKO weight	Dev weight	AKO value	Dev value
FICO · Fair Isaac Corp.	2.9%	29.5%	$191M	$1.3B
MCO · Moodys Corp.	5.7%	15.3%	$376M	$673M
MA · Mastercard Inc.	0.9%	19.2%	$57M	$849M
V · Visa, Inc.	7.7%	7.3%	$504M	$321M
INTU · Intuit	2.4%	3.3%	$158M	$147M
EFX · Equifax Inc.	2.5%	0.7%	$166M	$32M

Unique to Ako Capital Llp

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
FLUT · Flutter Entmt Plc	10.2%	$670M
ALC · Alcon Ag	9.3%	$609M
MSFT · Microsoft Corp.	7.5%	$494M
AMZN · Amazon Com Inc.	6.1%	$401M
RACE · Ferrari N V	5.4%	$352M
GEV · Ge Aerospace	5.2%	$342M
ADI · Analog Devices Inc.	5.2%	$338M
ICE · Intercontinental Exchange In	5.1%	$338M
WAT · Waters Corp.	4.4%	$286M
MRSH · Marsh & Mclennan Cos Inc.	4.2%	$275M

Unique to Dev Kantesaria

Top 10 by value held — not in the other's portfolio

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★ WatchlistData from SEC EDGAR · whalstreet.com