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Ako Capital LLP
AKO Capital LLP is a British investment management and advisory firm headquartered in London, United Kingdom. Founded in April 2005 by Nicolai Tangen and Gorm Thomassen, the firm has grown to be one of Europe’s leading investment partnerships, primarily focused on long/short equity strategies. With approximately 70 employees as of 2020, AKO Capital serves long-term, institutional clients including many leading university endowments and charitable foundations. AKO is overseen by CEO Patrick Hargreaves and CIO Gorm Thomassen, following the departure of Tangen in 2020. The firm is known for its research-driven, bottom-up approach and high standards for transparency, ethics, and ESG integration.
Investment Strategy
AKO Capital employs a long-term, research-driven investment approach primarily focused on listed equities. The firm's philosophy centers on identifying high-quality companies with strong management teams and excellent economic characteristics, aiming for capital appreciation over lengthy holding periods. AKO’s proprietary bottom-up research includes forensic accounting, behavioral analysis, and traditional equity research. Integrating ESG factors is a core part of their investment process. The firm’s disciplined and transparent process is intended to deliver risk-adjusted outperformance for institutional clients such as endowments and foundations. Long-term relationships and continuous improvement define the firm’s ethos, with a commitment to integrity and openness in all investor dealings.
Latest 13F Filing Activity
Ako Capital LLP filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $8B. The fund increased holdings in Flutter Entmt PLC, Intuit, Microsoft Corp. among other positions. Ako Capital LLP reduced exposure to Accenture PLC Ireland, Thermo Fisher Scientific Inc., Marsh & Mclennan Cos Inc. among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLUT | FLUTTER ENTMT PLC | 10.70% | $847.5M | 2,973,210 | $229.81 | $285.76 | +$275.7M |
A ALC | ALCON AG | 8.60% | $681.5M | 7,713,406 | $71.14 | $88.28 | +$8.9M |
M MSFT | MICROSOFT CORP | 7.99% | $633.0M | 1,272,557 | $301.24 | $497.41 | +$163.5M |
V V | VISA INC | 7.36% | $583.5M | 1,643,373 | $217.90 | $355.05 | -$38.9M |
I INTU | INTUIT | 6.72% | $532.3M | 675,783 | $530.58 | $787.63 | +$191.0M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
R Rebecca Warde | Equity Trader | United States |
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