Manager
AKO CAPITAL LLP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | FLUTTER ENTMT PLC | -2,622,399 | -9.23 pp |
| Reduce | MARSH & MCLENNAN COS INC | -1,223,333 | -3.31 pp |
| Reduce | COPART INC | -5,736,076 | -3.40 pp |
| Reduce | MICROSOFT CORP | -285,501 | -2.19 pp |
| New | SUNBELT RENTALS HOLDINGS INC | +3,185,284 | +4.06 pp |
| Exit | INTUIT | -238,876 | -2.41 pp |
| Reduce | MOODYS CORP | -225,744 | -1.37 pp |
| Reduce | VISA INC | -251,036 | -0.66 pp |
| New | WILLIAMS COS INC | +1,775,909 | +2.53 pp |
| Reduce | EQUIFAX INC | -362,181 | -1.11 pp |
| Add | ALCON AG | +1,637,956 | +4.34 pp |
| New | STRYKER CORPORATION | +249,883 | +1.61 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000137687926000003 | Q1 2026 | 27 | 5,108,383 | 13F-HR | 5/15/2026 | AKO CAPITAL LLP |
| 000137687926000002 | Q4 2025 | 22 | 6,568,399 | 13F-HR | 2/17/2026 | AKO CAPITAL LLP |
| 000137687925000008 | Q3 2025 | 23 | 7,033,749 | 13F-HR | 11/13/2025 | AKO CAPITAL LLP |
| 000137687925000006 | Q2 2025 | 25 | 7,923,718 | 13F-HR | 8/13/2025 | AKO CAPITAL LLP |
| 000137687925000005 | Q1 2025 | 26 | 7,707,219 | 13F-HR | 5/14/2025 | AKO CAPITAL LLP |
| 000137687925000002 | Q4 2024 | 27 | 7,236,734 | 13F-HR | 2/12/2025 | AKO CAPITAL LLP |
| 000137687924000006 | Q3 2024 | 25 | 7,673,161 | 13F-HR | 11/13/2024 | AKO CAPITAL LLP |