Hedge fund
Ako Capital
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$5.1B
Positions
27
Concentration
27 positions
Balanced
ALC14%
AMZN7%
V7%
ADI6%
RACE6%
ICE6%
GE6%
MSFT5%
WAT5%
CSCO5%
+1734%
Top 540%
Top 1066%
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | ALCONALC | 13.62% | ↗Added 21.31% | 9.3M shares · $74.60 $695.6M |
| 2 | AMAZON COMAMZN | 7.06% | ↘Reduced 0.37% | 1.7M shares · $208.27 $360.6M |
| 3 | VISAV | 7.02% | ↘Reduced 17.46% | 1.2M shares · $302.24 $358.7M |
| 4 | ANALOG DEVICESADI | 6.41% | ↘Reduced 17.51% | 1.0M shares · $318.14 $327.5M |
| 5 | FERRARI N VRACE | 6.08% | ↘Reduced 1.94% | 926.5K shares · $335.45 $310.8M |
| 6 | INTERCONTINENTAL EXCHANGE INICE | 5.75% | ↘Reduced 10.39% | 1.9M shares · $157.28 $293.7M |
| 7 | GENERAL ELECTRICGE | 5.54% | ↘Reduced 10.14% | 996.8K shares · $283.77 $282.9M |
| 8 | MICROSOFT CORPMSFT | 5.33% | ↘Reduced 27.97% | 735.2K shares · $370.17 $272.2M |
| 9 | WATERS CORPWAT | 4.76% | ↗Added 8.42% | 816.9K shares · $297.80 $243.3M |
| 10 | CISCO SYSCSCO | 4.62% | ↘Reduced 2.25% | 3.0M shares · $77.59 $236.2M |
| 11 | MOODYS CORPMCO | 4.36% | ↘Reduced 30.65% | 510.8K shares · $436.25 $222.8M |
| 12 | CANADIAN PACIFIC KANSAS CITYCP | 4.23% | ↘Reduced 7.09% | 2.7M shares · $78.66 $216.1M |
| 13 | BOOKINGBKNG | 4.11% | ↗Added 16.64% | 49.9K shares · $4210.32 $210.2M |
| 14 | SUNBELT RENTALSSUNB | 4.06% | ↗Buy | 3.2M shares · $65.09 $207.3M |
| 15 | Fair IsaacFICO | 2.66% | ↗Added 12.79% | 127.2K shares · $1067.54 $135.8M |
| 16 | WILLIAMS COSWMB | 2.53% | ↗Buy | 1.8M shares · $72.78 $129.3M |
| 17 | STRYKER CorpSYK | 1.61% | ↗Buy | 249.9K shares · $328.59 $82.1M |
| 18 | MASTERCARD INCORPORATEDMA | 1.52% | ↗Added 55.42% | 155.6K shares · $499.66 $77.7M |
| 19 | EQUIFAXEFX | 1.42% | ↘Reduced 47.28% | 403.8K shares · $180.07 $72.7M |
| 20 | AIR PRODS CHEMSAPD | 1.33% | ↗Buy | 233.4K shares · $290.49 $67.8M |
| 21 | CARLISLE COSCSL | 1.32% | ↗Buy | 201.4K shares · $333.62 $67.2M |
| 22 | LINDELIN | 1.31% | ↗Added 899.04% | 134.6K shares · $495.76 $66.7M |
| 23 | SALESFORCECRM | 1.30% | ↗Added 13.50% | 354.8K shares · $186.67 $66.2M |
| 24 | FLUTTER ENTMTFLUT | 0.97% | ↘Reduced 84.34% | 487.0K shares · $101.95 $49.7M |
| 25 | MARSH MCLENNAN COSMRSH | 0.89% | ↘Reduced 82.39% | 261.5K shares · $173.45 $45.4M |
| 26 | COPARTCPRT | 0.18% | ↘Reduced 95.44% | 274.1K shares · $33.20 $9.1M |
| 27 | RELXRELX | 0.02% | ↗Buy | 23.4K shares · $33.14 $777,000 |
| 27 positions | 100.00% | $5.1B |