Ako Capital LlpvsDonald Yacktman

Side-by-side current 13F portfolio comparison · 9 shared positions

Whale A

AUM

$6.6B

Positions

Shared %

38.5%

Whale B

Yacktman Asset Management LP

AUM

$7.5B

Positions

Shared %

5.5%

Common holdings · 9

Stocks both whales currently hold — sorted by combined value

Stock	AKO weight	Donald weight	AKO value	Donald value
MSFT · Microsoft Corp.	7.5%	4.9%	$494M	$368M
V · Visa, Inc.	7.7%	0.0%	$504M	$221K
MCO · Moodys Corp.	5.7%	0.1%	$376M	$5M
MRSH · Marsh & Mclennan Cos Inc.	4.2%	0.0%	$275M	$3M
CSCO · Cisco Sys Inc.	3.7%	0.2%	$240M	$16M
CPRT · Copart Inc.	3.6%	0.0%	$235M	$4M
FICO · Fair Isaac Corp.	2.9%	0.1%	$191M	$7M
INTU · Intuit	2.4%	0.0%	$158M	$3M
MA · Mastercard Inc.	0.9%	0.1%	$57M	$6M

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
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
BKNG · Booking Holdings Inc.	3.5%	$229M
CP · Canadian Pacific Kansas City	3.3%	$218M

Unique to Donald Yacktman

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

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★ WatchlistData from SEC EDGAR · whalstreet.com