How We Invest

13F FILER

AKO Capital

AKO CAPITAL LLP

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

22

Positions

$4.3B

Reported Value

75.8%

In Top 10

—

Claims Indexed

Largest reported positions

AKO CAPITAL LLP • CIK 0001376879 • 2026-06-30 • FILED 2026-08-12

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 12, 2026, AKO Capital reported 22 positions worth $4.3B in US-listed stock. The largest stock position is Alcon Ag at 15.2% of the reported book, and the ten largest lines of any type make up 75.8% of it.

It exited 5, the largest stock exits being Booking Holdings Inc ($210.2M last quarter), Salesforce Inc ($66.2M last quarter) and Flutter Entmt Plc ($49.7M last quarter).

Among positions it already held, the biggest increases by share count were Copart Inc (+140%), Air Products And Chemicals I (+137%) and Sunbelt Rentals Holdings Inc (+91%), and the biggest cuts were Stryker Corporation (−92%), Waters Corp (−75%) and Equifax Inc (−67%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
ALCON AG$651.9M15.2%+4%
SUNBELT RENTALS HOLDINGS INC$454.5M10.6%+91%
VISA INC$338.0M7.9%-17%
FERRARI N V$328.9M7.7%-4%
GE AEROSPACE$288.3M6.7%-23%
AMAZON COM INC$272.1M6.3%-34%
ANALOG DEVICES INC$245.0M5.7%-40%
MICROSOFT CORP$234.3M5.5%-15%
CISCO SYS INC$231.6M5.4%-35%
CANADIAN PACIFIC KANSAS CITY$210.2M4.9%-12%
MOODYS CORP$193.8M4.5%-16%
AIR PRODUCTS AND CHEMICALS I$162.2M3.8%+137%
FAIR ISAAC CORP$123.8M2.9%-19%
INTERCONTINENTAL EXCHANGE IN$123.5M2.9%-46%
WILLIAMS COS INC$110.5M2.6%-16%
MASTERCARD INCORPORATED$97.6M2.3%+22%
WATERS CORP$76.3M1.8%-75%
CARLISLE COS INC$69.4M1.6%-5%
LINDE PLC$33.6M0.8%-52%
EQUIFAX INC$21.3M0.5%-67%

20 of 22 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

EXITS

  • Booking Holdings Inc$210.2M last quarter
  • Salesforce Inc$66.2M last quarter
  • Flutter Entmt Plc$49.7M last quarter
  • Marsh & Mclennan Cos Inc$45.4M last quarter
  • Relx Plc$777,000 last quarter

QUESTIONS PEOPLE ASK

What are AKO Capital's largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Alcon Ag (15.2%), Sunbelt Rentals Holdings Inc (10.6%) and Visa Inc (7.9%), together 33.6% of the reported book.

How big is AKO Capital's 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 12, 2026, reports 22 positions worth $4.3B. The ten largest make up 75.8% of it.

What did AKO Capital buy and sell in Q2 2026?

OPEN
It exited 5, the largest stock exits being Booking Holdings Inc ($210.2M last quarter), Salesforce Inc ($66.2M last quarter) and Flutter Entmt Plc ($49.7M last quarter). Among positions it already held, the biggest increases by share count were Copart Inc (+140%), Air Products And Chemicals I (+137%) and Sunbelt Rentals Holdings Inc (+91%), and the biggest cuts were Stryker Corporation (−92%), Waters Corp (−75%) and Equifax Inc (−67%).

When is AKO Capital's next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day.

Filers with overlapping books