Ako Capital Llp
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 25 |
| Portfolio value: | $7.9B |
Viewing historical Q2 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 |
|---|---|---|---|---|---|---|---|---|---|
| FLUT · Flutter Entmt Plc | 10.70 | Add 14.77% | 2,973,210 | $285.05 | $847,503,000 | $101.19 | -64.50% | $97.94 | $313.69 |
| ALC · Alcon Ag | 8.60 | Add 8.40% | 7,713,406 | $88.35 | $681,452,000 | $62.56 | -29.19% | $62.40 | $95.34 |
| MSFT · Microsoft Corp. | 7.99 | Add 1.75% | 1,272,557 | $497.41 | $632,983,000 | $415.06 | -16.56% | $356.28 | $555.45 |
| V · Visa, Inc. | 7.36 | Reduce 7.47% | 1,643,373 | $355.05 | $583,480,000 | $318.79 | -10.21% | $293.89 | $375.51 |
| INTU · Intuit | 6.72 | Add 21.59% | 675,783 | $787.63 | $532,267,000 | $396.31 | -49.68% | $342.11 | $813.70 |
| GEV · Ge Aerospace | 6.70 | Reduce 16.35% | 2,063,006 | $257.39 | $530,997,000 | $1040.15 | +304.11% | $408.82 | $1181.95 |
| MCO · Moodys Corp. | 5.24 | Add 0.10% | 827,554 | $501.59 | $415,093,000 | $451.32 | -10.02% | $402.28 | $546.88 |
| ICE · Intercontinental Exchange In | 5.07 | Reduce 3.98% | 2,191,657 | $183.47 | $402,103,000 | $155.82 | -15.07% | $143.17 | $189.35 |
| BKNG · Booking Holdings Inc. | 5.05 | Reduce 4.09% | 69,107 | $5789.24 | $400,077,000 | $165.99 | -97.13% | $150.62 | $233.58 |
| MRSH · Marsh & Mclennan Cos Inc. | 4.92 | Reduce 16.00% | 1,782,200 | $218.64 | $389,660,000 | $163.25 | -25.33% | $162.50 | $235.78 |
| AMZN · Amazon Com Inc. | 4.04 | Add 1.58% | 1,460,648 | $219.39 | $320,452,000 | $272.68 | +24.29% | $196.00 | $278.56 |
| RACE · Ferrari N V | 4.00 | Add 10.42% | 646,106 | $490.00 | $316,595,000 | $339.69 | -30.68% | $312.51 | $519.10 |
| ADI · Analog Devices Inc. | 3.81 | Add 1.94% | 1,267,990 | $238.02 | $301,807,000 | $416.52 | +74.99% | $206.00 | $418.75 |
| FICO · Fair Isaac Corp. | 3.54 | Add 1.73% | 153,273 | $1827.96 | $280,177,000 | $1126.00 | -38.40% | $870.01 | $2217.60 |
| WAT · Waters Corp. | 3.47 | Reduce 11.26% | 787,346 | $349.04 | $274,815,000 | $355.13 | +1.74% | $275.05 | $414.15 |
| CPRT · Copart Inc. | 3.31 | Add 5.11% | 5,340,975 | $49.07 | $262,082,000 | $33.94 | -30.83% | $32.20 | $63.85 |
| EFX · Equifax Inc. | 2.98 | Add 19.52% | 911,820 | $259.37 | $236,499,000 | $175.83 | -32.21% | $166.02 | $281.03 |
| ZTS · Zoetis Inc. | 2.97 | Reduce 0.86% | 1,510,926 | $155.95 | $235,629,000 | $82.83 | -46.89% | $81.10 | $172.23 |
| CRM · Salesforce Inc. | 1.61 | Add 30.38% | 469,254 | $272.69 | $127,961,000 | $181.82 | -33.32% | $163.52 | $296.05 |
| ILMN · Illumina Inc. | 0.64 | Reduce 39.99% | 533,954 | $95.41 | $50,945,000 | $141.88 | +48.70% | $77.50 | $155.53 |
| CDNS · Cadence Design System Inc. | 0.51 | Reduce 4.08% | 131,807 | $308.15 | $40,616,000 | $362.70 | +17.70% | $262.75 | $376.45 |
| LIN · Linde Plc | 0.49 | Reduce 3.57% | 81,953 | $469.18 | $38,451,000 | $493.16 | +5.11% | $387.78 | $521.28 |
| TMO · Thermo Fisher Scientific Inc. | 0.14 | Reduce 92.06% | 26,427 | $405.46 | $10,715,000 | $465.00 | +14.69% | $385.46 | $643.99 |
| BAH · Booz Allen Hamilton Hldg Cor | 0.12 | Reduce 3.68% | 90,033 | $104.13 | $9,375,000 | $77.04 | -26.01% | $73.93 | $130.91 |
| CNI · Canadian Natl Ry Co. | 0.03 | 19,073 | $104.02 | $1,984,000 | $111.64 | +7.32% | $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.
Sector % analysis
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★ WatchlistData from SEC EDGAR · whalstreet.com