Ako Capital LLP activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
Add
5
Reduce
17
Exit
5
27 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| BKNG | Exit | 4.1% to 0% | $210M | Q1→Q2 |
| CRM | Exit | 1.3% to 0% | $66M | Q1→Q2 |
| FLUT | Exit | 0.97% to 0% | $50M | Q1→Q2 |
| MMC | Exit | 0.89% to 0% | $45M | Q1→Q2 |
| RELX | Exit | 0.02% to 0% | $777K | Q1→Q2 |
| URI | Add | 4.1% to 10.6% | +90.7% sh | Q1→Q2 |
| APD | Add | 1.3% to 3.8% | +137.1% sh | Q1→Q2 |
| ALC | Add | 13.6% to 15.2% | +3.8% sh | Q1→Q2 |
| MA | Add | 1.5% to 2.3% | +22.1% sh | Q1→Q2 |
| CPRT | Add | 0.18% to 0.43% | +139.6% sh | Q1→Q2 |
| WAT | Reduce | 4.8% to 1.8% | −75.1% sh | Q1→Q2 |
| ICE | Reduce | 5.8% to 2.9% | −46.3% sh | Q1→Q2 |
| RACE | Reduce | 6.1% to 7.7% | −4.3% sh | Q1→Q2 |
| SYK | Reduce | 1.6% to 0.15% | −91.7% sh | Q1→Q2 |
| GE | Reduce | 5.5% to 6.7% | −22.6% sh | Q1→Q2 |
| EFX | Reduce | 1.4% to 0.50% | −66.7% sh | Q1→Q2 |
| V | Reduce | 7.0% to 7.9% | −17.0% sh | Q1→Q2 |
| CSCO | Reduce | 4.6% to 5.4% | −35.2% sh | Q1→Q2 |
| AMZN | Reduce | 7.1% to 6.3% | −34.0% sh | Q1→Q2 |
| ADI | Reduce | 6.4% to 5.7% | −40.1% sh | Q1→Q2 |
| CP | Reduce | 4.2% to 4.9% | −11.7% sh | Q1→Q2 |
| LIN | Reduce | 1.3% to 0.78% | −51.9% sh | Q1→Q2 |
| CSL | Reduce | 1.3% to 1.6% | −4.9% sh | Q1→Q2 |
| FICO | Reduce | 2.7% to 2.9% | −18.5% sh | Q1→Q2 |
| MCO | Reduce | 4.4% to 4.5% | −16.2% sh | Q1→Q2 |
| MSFT | Reduce | 5.3% to 5.5% | −14.6% sh | Q1→Q2 |
| WMB | Reduce | 2.5% to 2.6% | −16.3% sh | Q1→Q2 |