Ako Capital LLP 13F 持仓 · 2026年Q2
Ako Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 42.92 亿美元。前几大持仓：ALC（15.19%）、SUNB（10.59%）、V（7.87%）。本季前 25 大持仓中：增持 5 只、减持 17 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ALC | ALCON AG | $651.9M | 15.19% | 9.7M | 增持 |
| 2 | SUNB | SUNBELT RENTALS HOLDINGS INC | $454.5M | 10.59% | 6.1M | 增持 |
| 3 | V | VISA INC | $338.0M | 7.87% | 985,126 | 减持 |
| 4 | RACE | FERRARI N V | $328.9M | 7.66% | 886,360 | 减持 |
| 5 | GE | GE AEROSPACE | $288.3M | 6.72% | 771,417 | 减持 |
| 6 | AMZN | AMAZON COM INC | $272.1M | 6.34% | 1.1M | 减持 |
| 7 | ADI | ANALOG DEVICES INC | $245.0M | 5.71% | 616,881 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $234.3M | 5.46% | 628,224 | 减持 |
| 9 | CSCO | CISCO SYS INC | $231.6M | 5.40% | 2.0M | 减持 |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY | $210.2M | 4.90% | 2.4M | 减持 |
| 11 | MCO | MOODYS CORP | $193.8M | 4.52% | 427,920 | 减持 |
| 12 | APD | AIR PRODUCTS AND CHEMICALS I | $162.2M | 3.78% | 553,359 | 增持 |
| 13 | FICO | FAIR ISAAC CORP | $123.8M | 2.88% | 103,619 | 减持 |
| 14 | ICE | INTERCONTINENTAL EXCHANGE IN | $123.5M | 2.88% | 1.0M | 减持 |
| 15 | WMB | WILLIAMS COS INC | $110.5M | 2.57% | 1.5M | 减持 |
| 16 | MA | MASTERCARD INCORPORATED | $97.6M | 2.27% | 189,941 | 增持 |
| 17 | WAT | WATERS CORP | $76.3M | 1.78% | 203,356 | 减持 |
| 18 | CSL | CARLISLE COS INC | $69.4M | 1.62% | 191,414 | 减持 |
| 19 | LIN | LINDE PLC | $33.6M | 0.78% | 64,789 | 减持 |
| 20 | EFX | EQUIFAX INC | $21.3M | 0.50% | 134,439 | 减持 |
| 21 | CPRT | COPART INC | $18.5M | 0.43% | 656,567 | 增持 |
| 22 | SYK | STRYKER CORPORATION | $6.5M | 0.15% | 20,624 | 减持 |
| 23 | BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | CRM | SALESFORCE INC | $0 | 0.00% | 0 | 清仓 |
| 25 | FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR