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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Ako Capital LLP
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Ako Capital LLP

Share
  • Hedge Fund · CIK 0001376879
  • Mid-Size Fund

Ako Capital LLP, a hedge fund overseeing $6.57B in disclosed equity holdings (SEC CIK 0001376879). The latest portfolio (2025Q4) discloses 22 positions across 5 sectors, with the largest positions in FLUTTER ENTMT PLC, ALCON AG and V. On a mark-to-market basis the tracked portfolio has declined 10.2% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Ako's filingsView holdings↓
Portfolio
$6.57B
Positions
22
Quarter
2025Q4
Filings tracked
8
Since filing-10.2%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2024Q1
27 positions
1
H
H01301128ALCON AG
7.64%
of portfolio
Number of shares
6,496,157 sh
Holdings current value
$539.61M
Avg closing price
$84.96
Last action
Trimmed 4.2%
2025Q4
Current —
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
6.67%
of portfolio
Number of shares
1,118,229 sh
Holdings current value
$470.46M
Avg closing price
$420.29
-1.1%
Last action
Trimmed 4.1%
2025Q4
Current $415.75
3
G
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
6.13%
of portfolio
Number of shares
2,463,934 sh
Holdings current value
$432.49M
Avg closing price
$173.18
+63.0%
Last action
Trimmed 7.9%
2025Q4
Current $282.34
4
E
ELLAUDER ESTEE COS INC
Consumer Defensive·Household & Personal Products
5.92%
of portfolio
Number of shares
2,709,857 sh
Holdings current value
$417.72M
Avg closing price
$154.15
-50.4%
Last action
Exited
2024Q3
Current $76.40
5
I
ICEINTERCONTINENTAL EXCHANGE IN
Financial Services·Financial Data & Stock Exchanges
5.18%
of portfolio
Number of shares
2,662,714 sh
Holdings current value
$365.94M
Avg closing price
$139.84
+12.6%
Last action
Added 0.0%
2025Q4
Current $157.48
6
V
VVISA INC
Financial Services·Credit Services
5.02%
of portfolio
Number of shares
1,269,481 sh
Holdings current value
$354.29M
Avg closing price
$278.23
+11.0%
Last action
Trimmed 10.4%
2025Q4
Current $308.88
7
I
INTUINTUIT
Technology·Software - Application
4.81%
of portfolio
Number of shares
522,410 sh
Holdings current value
$339.57M
Avg closing price
$673.74
-43.1%
Last action
Trimmed 45.5%
2025Q4
Current $383.30
8
F
FICOFAIR ISAAC CORP
Technology·Software - Application
4.41%
of portfolio
Number of shares
249,362 sh
Holdings current value
$311.61M
Avg closing price
$1317
-25.6%
Last action
Trimmed 4.2%
2025Q4
Current $979.76
9
B
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
4.40%
of portfolio
Number of shares
85,703 sh
Holdings current value
$310.92M
Avg closing price
$3630
-95.1%
Last action
Trimmed 20.3%
2025Q4
Current $176.75
10
N
N3167Y103FERRARI N V
4.25%
of portfolio
Number of shares
688,968 sh
Holdings current value
$300.30M
Avg closing price
$418.23
Last action
Added 82.7%
2025Q4
Current —
11
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
4.16%
of portfolio
Number of shares
1,735,130 sh
Holdings current value
$293.60M
Avg closing price
$169.10
-31.4%
Last action
Exited
2025Q4
Current $116.06
12
W
WATWATERS CORP
Healthcare·Diagnostics & Research
4.09%
of portfolio
Number of shares
838,763 sh
Holdings current value
$288.73M
Avg closing price
$343.68
-9.5%
Last action
Trimmed 6.0%
2025Q4
Current $311.20
13
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
3.97%
of portfolio
Number of shares
712,769 sh
Holdings current value
$280.14M
Avg closing price
$409.36
+10.5%
Last action
Trimmed 4.1%
2025Q4
Current $452.35
14
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
3.79%
of portfolio
Number of shares
460,183 sh
Holdings current value
$267.46M
Avg closing price
$573.17
-18.6%
Last action
Exited
2025Q3
Current $466.70
15
M
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
3.72%
of portfolio
Number of shares
1,275,051 sh
Holdings current value
$262.63M
Avg closing price
$211.60
-17.8%
Last action
Trimmed 19.8%
2025Q4
Current $174.01
16
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
3.50%
of portfolio
Number of shares
440,784 sh
Holdings current value
$247.04M
Avg closing price
$557.47
+7.3%
Last action
Exited
2025Q1
Current $598.01
17
W
WMGWARNER MUSIC GROUP CORP
Communication Services·Entertainment
3.05%
of portfolio
Number of shares
6,527,390 sh
Holdings current value
$215.53M
Avg closing price
$32.72
-11.4%
Last action
Exited
2025Q1
Current $28.99
18
E
EFXEQUIFAX INC
Industrials·Consulting Services
2.52%
of portfolio
Number of shares
663,812 sh
Holdings current value
$177.58M
Avg closing price
$261.92
-33.2%
Last action
Trimmed 20.6%
2025Q4
Current $174.93
19
G
G1151C101ACCENTURE PLC IRELAND
2.46%
of portfolio
Number of shares
501,245 sh
Holdings current value
$173.74M
Avg closing price
$324.34
Last action
Exited
2025Q2
Current —
20
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
2.33%
of portfolio
Number of shares
1,012,959 sh
Holdings current value
$164.35M
Avg closing price
$162.89
-10.5%
Last action
Exited
2025Q1
Current $145.71
21
C
CPRTCOPART INC
Industrials·Specialty Business Services
2.30%
of portfolio
Number of shares
2,801,399 sh
Holdings current value
$162.26M
Avg closing price
$54.25
-37.6%
Last action
Added 20.8%
2025Q4
Current $33.88
22
G
G54950103LINDE PLC
2.27%
of portfolio
Number of shares
344,766 sh
Holdings current value
$160.08M
Avg closing price
$463.62
Last action
Trimmed 16.0%
2025Q4
Current —
23
A
ADIANALOG DEVICES INC
Technology·Semiconductors
2.03%
of portfolio
Number of shares
725,799 sh
Holdings current value
$143.56M
Avg closing price
$210.39
+92.0%
Last action
Added 3.5%
2025Q4
Current $403.88
24
N
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
1.99%
of portfolio
Number of shares
1,498,301 sh
Holdings current value
$140.81M
Avg closing price
$93.98
-52.4%
Last action
Exited
2024Q2
Current $44.78
25
C
CDNSCADENCE DESIGN SYSTEM INC
Technology·Software - Application
1.37%
of portfolio
Number of shares
310,549 sh
Holdings current value
$96.67M
Avg closing price
$319.08
-1.5%
Last action
Exited
2025Q4
Current $314.33
26
O
OTISOTIS WORLDWIDE CORP
Industrials·Specialty Industrial Machinery
1.07%
of portfolio
Number of shares
761,938 sh
Holdings current value
$75.64M
Avg closing price
$99.27
-19.9%
Last action
Exited
2024Q2
Current $79.49
27
M
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
0.93%
of portfolio
Number of shares
261,008 sh
Holdings current value
$65.86M
Avg closing price
$252.31
+45.9%
Last action
Exited
2024Q2
Current $368.24

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ALCON AG
7.64%
MSFT
6.67% · -1.2%
GE
6.13% · +60.9%
EL
5.92% · -50.4%
ICE
5.18% · +14.6%
V
5.02% · +10.7%
INTU
4.81% · -41.0%
FICO
4.41% · -21.6%
BKNG
4.40% · -95.1%
FERRARI N V
4.25%
ZTS
4.16% · -31.4%
WAT
4.09% · -9.6%
MCO
3.97% · +15.1%
TMO
3.79% · -19.7%
MRSH
3.72% · -15.5%
MSCI
3.50% · +6.7%
WMG
3.05% · -12.2%
EFX
2.52% · -34.6%
ACCENTURE PLC IRELAND
2.46%
PG
2.33% · -10.2%
CPRT
2.30% · -41.5%
LINDE PLC
2.27%
ADI
2.03% · +104.2%
NKE
1.99% · -52.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services5 pos$1.51B25.7%
  • Technology5 pos$1.36B23.1%
  • Healthcare3 pos$849.8M14.4%
  • Industrials4 pos$848.0M14.4%
  • Consumer Defensive2 pos$582.1M9.9%
  • Consumer Cyclical3 pos$517.6M8.8%
  • Communication Services1 pos$215.5M3.7%
(16.6% unclassified, excluded from %)