Ako Capital Llp
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 26 |
| Portfolio value: | $7.7B |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| ALC · Alcon Ag | 8.73 | Add 21.09% | 7,115,571 | $94.52 | $672,562,000 | $62.56 | -33.81% | $62.40 | $95.34 |
| V · Visa, Inc. | 8.08 | Add 1.07% | 1,775,973 | $350.46 | $622,407,000 | $318.79 | -9.04% | $293.89 | $375.51 |
| FLUT · Flutter Entmt Plc | 7.42 | New | 2,590,673 | $220.70 | $571,764,000 | $101.19 | -54.15% | $97.94 | $313.69 |
| MRSH · Marsh & Mclennan Cos Inc. | 6.72 | Add 2.86% | 2,121,730 | $244.03 | $517,766,000 | $163.25 | -33.10% | $162.50 | $235.78 |
| GEV · Ge Aerospace | 6.40 | Reduce 8.42% | 2,466,267 | $200.15 | $493,623,000 | $1040.15 | +419.69% | $408.82 | $1181.95 |
| MSFT · Microsoft Corp. | 6.09 | Add 9.45% | 1,250,718 | $375.39 | $469,507,000 | $415.06 | +10.57% | $356.28 | $555.45 |
| ICE · Intercontinental Exchange In | 5.11 | Reduce 12.40% | 2,282,427 | $172.50 | $393,719,000 | $155.82 | -9.67% | $143.17 | $189.35 |
| G1151C101 · Accenture Plc Ireland | 5.01 | Reduce 5.55% | 1,238,638 | $312.04 | $386,505,000 | — | — | — | — |
| MCO · Moodys Corp. | 5.00 | Add 26.53% | 826,734 | $465.69 | $385,002,000 | $451.32 | -3.09% | $402.28 | $546.88 |
| INTU · Intuit | 4.43 | Reduce 6.50% | 555,811 | $613.99 | $341,262,000 | $396.31 | -35.45% | $342.11 | $813.70 |
| BKNG · Booking Holdings Inc. | 4.31 | Reduce 0.58% | 72,052 | $4606.91 | $331,937,000 | $165.99 | -96.40% | $150.62 | $233.58 |
| WAT · Waters Corp. | 4.24 | Add 8.81% | 887,215 | $368.57 | $327,001,000 | $355.13 | -3.65% | $275.05 | $414.15 |
| CPRT · Copart Inc. | 3.73 | Add 15.71% | 5,081,145 | $56.59 | $287,542,000 | $33.94 | -40.02% | $32.20 | $63.85 |
| FICO · Fair Isaac Corp. | 3.60 | Add 1.38% | 150,660 | $1844.16 | $277,841,000 | $1126.00 | -38.94% | $870.01 | $2217.60 |
| AMZN · Amazon Com Inc. | 3.55 | Add 2.10% | 1,437,908 | $190.26 | $273,576,000 | $272.68 | +43.32% | $196.00 | $278.56 |
| ZTS · Zoetis Inc. | 3.26 | Add 1.20% | 1,523,960 | $164.65 | $250,920,000 | $82.83 | -49.69% | $81.10 | $172.23 |
| ADI · Analog Devices Inc. | 3.25 | Add 6.56% | 1,243,847 | $201.67 | $250,847,000 | $416.52 | +106.54% | $206.00 | $418.75 |
| RACE · Ferrari N V | 3.23 | Reduce 5.58% | 585,118 | $424.99 | $248,670,000 | $339.69 | -20.07% | $312.51 | $519.10 |
| EFX · Equifax Inc. | 2.41 | Add 5.05% | 762,905 | $243.56 | $185,813,000 | $175.83 | -27.81% | $166.02 | $281.03 |
| TMO · Thermo Fisher Scientific Inc. | 2.15 | Add 6.07% | 332,845 | $497.60 | $165,624,000 | $465.00 | -6.55% | $385.46 | $643.99 |
| CRM · Salesforce Inc. | 1.25 | New | 359,908 | $268.36 | $96,585,000 | $181.82 | -32.25% | $163.52 | $296.05 |
| ILMN · Illumina Inc. | 0.92 | Add 79.64% | 889,714 | $79.34 | $70,590,000 | $141.88 | +78.83% | $77.50 | $155.53 |
| LIN · Linde Plc | 0.51 | Reduce 33.63% | 84,991 | $465.64 | $39,575,000 | $493.16 | +5.91% | $387.78 | $521.28 |
| CDNS · Cadence Design System Inc. | 0.45 | Reduce 38.64% | 137,409 | $254.33 | $34,947,000 | $362.70 | +42.61% | $262.75 | $376.45 |
| BAH · Booz Allen Hamilton Hldg Cor | 0.13 | Add 1.06% | 93,472 | $104.58 | $9,775,000 | $77.04 | -26.33% | $73.93 | $130.91 |
| CNI · Canadian Natl Ry Co. | 0.02 | Add 73.52% | 19,073 | $97.47 | $1,859,000 | $111.64 | +14.54% | $90.74 | $115.80 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
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