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13F holdings · Q2 2026

Ako Capital

London, X0 · files as Ako Capital LLP
Holdings as of Jun 30, 2026Filed Aug 12, 2026Next filing due Nov 16, 2026CIK 1376879

Ako Capital reported 22 stocks worth $4.3M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are ALC (15.2%), SUNB (10.6%) and V (7.9%). Compared with Q1 2026, the fund added to ALC, SUNB and APD, trimmed V, RACE and GE and sold out of BKNG, CRM and FLUT.

Reported value$4.3M−16.0% vs last quarter
Stocks held220 new · 5 sold out
Top 5 weight48.0%fairly concentrated
Turnover46%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
ALC
Alcon AG
$652K15.2%9.7M+358K (+4%)8 of 8
2
SUNB
Sunbelt Rentals Holdings Inc
$454K10.6%6.1M+2.9M (+91%)2 of 8
3
V
Visa Inc
$338K7.9%985K−202K (−17%)8 of 8
4
RACE
Ferrari N V
$329K7.7%886K−40K (−4%)8 of 8
5
GE
GE Aerospace
$288K6.7%771K−225K (−23%)8 of 8
6
AMZN
Amazon Com Inc
$272K6.3%1.1M−589K (−34%)8 of 8
7
ADI
Analog Devices Inc
$245K5.7%617K−413K (−40%)8 of 8
8
MSFT
Microsoft Corp
$234K5.5%628K−107K (−15%)8 of 8
9
CSCO
Cisco Sys Inc
$232K5.4%2M−1.1M (−35%)3 of 8
10
CP
Canadian Pacific Kansas City
$210K4.9%2.4M−322K (−12%)4 of 8
🔒 12 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
BKNG
Booking Hldgs Inc
$210K50K
CRM
Salesforce Inc
$66K355K
FLUT
Flutter Entmt PLC
$50K487K
MRSH
Marsh & Mclennan Cos Inc
$45K262K
RELX
Relx PLC
$77723K

Reported value

last 8 quarters
$7.7MQ3 '24
$7.2MQ4 '24
$7.7MQ1 '25
$7.9MQ2 '25
$7MQ3 '25
$6.6MQ4 '25
$5.1MQ1 '26
$4.3MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 12, 202613F-HRQ2 2026SEC filing ↗

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Ako Capital 13F FAQ

What does Ako Capital own?

Ako Capital reported 22 stocks worth $4.3M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are ALC (15.2%), SUNB (10.6%) and V (7.9%). The table above lists every position in the filing (the top 10 without an account).

What did Ako Capital buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 5 added to, 17 trimmed and 5 sold out. It sold all of BKNG, CRM and FLUT.

When will Ako Capital file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Ako Capital's portfolio worth?

The Q2 2026 filing reports $4.3M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.