Ako Capital Llp
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 22 |
| Portfolio value: | $6.6B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| FLUT · Flutter Entmt Plc | 10.20 | Reduce 0.34% | 3,109,426 | $215.44 | $669,888,000 | $101.19 | -53.03% | $97.94 | $313.69 |
| ALC · Alcon Ag | 9.28 | Reduce 3.61% | 7,686,700 | $79.27 | $609,351,000 | $62.56 | -21.08% | $62.40 | $95.34 |
| V · Visa, Inc. | 7.68 | Reduce 9.27% | 1,437,967 | $350.71 | $504,309,000 | $318.79 | -9.10% | $293.89 | $375.51 |
| MSFT · Microsoft Corp. | 7.52 | Reduce 4.52% | 1,020,715 | $483.62 | $493,638,000 | $415.06 | -14.18% | $356.28 | $555.45 |
| AMZN · Amazon Com Inc. | 6.11 | Reduce 3.90% | 1,737,603 | $230.82 | $401,074,000 | $272.68 | +18.14% | $196.00 | $278.56 |
| MCO · Moodys Corp. | 5.73 | Reduce 3.99% | 736,568 | $510.85 | $376,276,000 | $451.32 | -11.65% | $402.28 | $546.88 |
| RACE · Ferrari N V | 5.35 | Add 49.28% | 944,867 | $372.05 | $351,539,000 | $339.69 | -8.70% | $312.51 | $519.10 |
| GEV · Ge Aerospace | 5.20 | Reduce 16.01% | 1,109,389 | $308.03 | $341,725,000 | $1040.15 | +237.68% | $408.82 | $1181.95 |
| ADI · Analog Devices Inc. | 5.15 | Add 2.03% | 1,248,009 | $271.20 | $338,460,000 | $416.52 | +53.58% | $206.00 | $418.75 |
| ICE · Intercontinental Exchange In | 5.14 | Add 0.01% | 2,084,185 | $161.96 | $337,555,000 | $155.82 | -3.79% | $143.17 | $189.35 |
| WAT · Waters Corp. | 4.36 | Reduce 6.63% | 753,455 | $379.83 | $286,185,000 | $355.13 | -6.50% | $275.05 | $414.15 |
| MRSH · Marsh & Mclennan Cos Inc. | 4.19 | Reduce 17.50% | 1,484,860 | $185.52 | $275,471,000 | $163.25 | -12.00% | $162.50 | $235.78 |
| CSCO · Cisco Sys Inc. | 3.65 | New | 3,113,706 | $77.03 | $239,849,000 | $96.57 | +25.37% | $60.85 | $97.02 |
| CPRT · Copart Inc. | 3.58 | Add 8.74% | 6,010,134 | $39.15 | $235,297,000 | $33.94 | -13.31% | $32.20 | $63.85 |
| BKNG · Booking Holdings Inc. | 3.49 | Reduce 33.76% | 42,801 | $5355.32 | $229,213,000 | $165.99 | -96.90% | $150.62 | $233.58 |
| CP · Canadian Pacific Kansas City | 3.32 | Add 269.87% | 2,957,361 | $73.63 | $217,750,000 | $86.04 | +16.85% | $68.42 | $89.42 |
| FICO · Fair Isaac Corp. | 2.90 | Reduce 8.78% | 112,785 | $1690.62 | $190,677,000 | $1126.00 | -33.40% | $870.01 | $2217.60 |
| EFX · Equifax Inc. | 2.53 | Reduce 18.37% | 765,955 | $216.98 | $166,197,000 | $175.83 | -18.96% | $166.02 | $281.03 |
| INTU · Intuit | 2.41 | Reduce 64.58% | 238,876 | $662.42 | $158,236,000 | $396.31 | -40.17% | $342.11 | $813.70 |
| CRM · Salesforce Inc. | 1.26 | Reduce 4.15% | 312,608 | $264.91 | $82,813,000 | $181.82 | -31.37% | $163.52 | $296.05 |
| MA · Mastercard Inc. | 0.87 | New | 100,109 | $570.88 | $57,150,000 | $495.48 | -13.21% | $480.50 | $601.77 |
| LIN · Linde Plc | 0.09 | Reduce 82.96% | 13,476 | $426.39 | $5,746,000 | $493.16 | +15.66% | $387.78 | $521.28 |
* 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