Ako Capital LLP

Bought Sunbelt Rentals, sold out of Intuit. Portfolio down 22% to $5.1M.

$5.1M portfolio27 holdingstop 10 = 66%filed 2026-05-15

1Alcon AG13.62%
$696K - 9.3M shares+1.6M
2AMZNAmazon Com Inc7.06%
$361K - 1.7M shares-6K
3VVisa Inc7.02%
$359K - 1.2M shares-251K
4ADIAnalog Devices Inc6.41%
$328K - 1.0M shares-218K
5Ferrari N V6.08%
$311K - 927K shares-18K
6ICEIntercontinental Exchange 5.75%
$294K - 1.9M shares-217K
7GEGe Aerospace5.54%
$283K - 997K shares-113K
8MSFTMicrosoft Corp5.33%
$272K - 735K shares-286K
9WATWaters Corp4.76%
$243K - 817K shares+63K
10CSCOCisco SYS Inc4.62%
$236K - 3.0M shares-70K
11MCOMoodys Corp4.36%
$223K - 511K shares-226K
12CPCanadian Pacific Kansas Ci4.23%
$216K - 2.7M shares-210K
13BKNGBooking Holdings Inc4.11%
$210K - 50K shares+7K
14SUNBSunbelt Rentals Holdings I4.06%
$207K - 3.2M sharesNEW
15FICOFair Isaac Corp2.66%
$136K - 127K shares+14K
16WMBWilliams Cos Inc2.53%
$129K - 1.8M sharesNEW
17SYKStryker Corporation1.61%
$82K - 250K sharesNEW
18MAMastercard Incorporated1.52%
$78K - 156K shares+55K
19EFXEquifax Inc1.42%
$73K - 404K shares-362K
20APDAir Products And Chemicals1.33%
$68K - 233K sharesNEW
21CSLCarlisle Cos Inc1.32%
$67K - 201K sharesNEW
22Linde PLC1.31%
$67K - 135K shares+121K
23CRMSalesforce Inc1.30%
$66K - 355K shares+42K
24Flutter Entmt PLC0.97%
$50K - 487K shares-2.6M
25MRSHMarsh & Mclennan Cos Inc0.89%
$45K - 262K shares-1.2M
26CPRTCopart Inc0.18%
$9K - 274K shares-5.7M
27RELXRelx PLC0.02%
$777 - 23K sharesNEW

#	Stock
1	Alcon AG	13.62%	$696K	9.3M	+1.6M
2	AMZNAmazon Com Inc	7.06%	$361K	1.7M	-6K
3	VVisa Inc	7.02%	$359K	1.2M	-251K
4	ADIAnalog Devices Inc	6.41%	$328K	1.0M	-218K
5	Ferrari N V	6.08%	$311K	927K	-18K
6	ICEIntercontinental Exchange	5.75%	$294K	1.9M	-217K
7	GEGe Aerospace	5.54%	$283K	997K	-113K
8	MSFTMicrosoft Corp	5.33%	$272K	735K	-286K
9	WATWaters Corp	4.76%	$243K	817K	+63K
10	CSCOCisco SYS Inc	4.62%	$236K	3.0M	-70K
11	MCOMoodys Corp	4.36%	$223K	511K	-226K
12	CPCanadian Pacific Kansas Ci	4.23%	$216K	2.7M	-210K
13	BKNGBooking Holdings Inc	4.11%	$210K	50K	+7K
14	SUNBSunbelt Rentals Holdings I	4.06%	$207K	3.2M	NEW
15	FICOFair Isaac Corp	2.66%	$136K	127K	+14K
16	WMBWilliams Cos Inc	2.53%	$129K	1.8M	NEW
17	SYKStryker Corporation	1.61%	$82K	250K	NEW
18	MAMastercard Incorporated	1.52%	$78K	156K	+55K
19	EFXEquifax Inc	1.42%	$73K	404K	-362K
20	APDAir Products And Chemicals	1.33%	$68K	233K	NEW
21	CSLCarlisle Cos Inc	1.32%	$67K	201K	NEW
22	Linde PLC	1.31%	$67K	135K	+121K
23	CRMSalesforce Inc	1.30%	$66K	355K	+42K
24	Flutter Entmt PLC	0.97%	$50K	487K	-2.6M
25	MRSHMarsh & Mclennan Cos Inc	0.89%	$45K	262K	-1.2M
26	CPRTCopart Inc	0.18%	$9K	274K	-5.7M
27	RELXRelx PLC	0.02%	$777	23K	NEW

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.