Manager activity

AKO CAPITAL LLP

2026 Q2 vs 2026 Q1 · filed 12 Aug · all filings · sitewide activity

Add 5

Reduce 17

Exit 5

27 shown

ticker	action	Δ port	detail	period
BKNG	Exit	−4.11 pp	was 4.1%	Q1→Q2
CRM	Exit	−1.30 pp	was 1.3%	Q1→Q2
FLUT	Exit	−0.97 pp	was 0.97%	Q1→Q2
MMC	Exit	−0.89 pp	was 0.89%	Q1→Q2
RELX	Exit	−0.02 pp	was 0.02%	Q1→Q2
URI	Add	+6.53 pp	+90.7% sh	Q1→Q2
APD	Add	+2.45 pp	+137.1% sh	Q1→Q2
ALC	Add	+1.57 pp	+3.8% sh	Q1→Q2
MA	Add	+0.75 pp	+22.1% sh	Q1→Q2
CPRT	Add	+0.25 pp	+139.6% sh	Q1→Q2
WAT	Reduce	−2.99 pp	−75.1% sh	Q1→Q2
ICE	Reduce	−2.87 pp	−46.3% sh	Q1→Q2
RACE	Reduce	+1.58 pp	−4.3% sh	Q1→Q2
SYK	Reduce	−1.46 pp	−91.7% sh	Q1→Q2
GE	Reduce	+1.18 pp	−22.6% sh	Q1→Q2
EFX	Reduce	−0.93 pp	−66.7% sh	Q1→Q2
V	Reduce	+0.85 pp	−17.0% sh	Q1→Q2
CSCO	Reduce	+0.77 pp	−35.2% sh	Q1→Q2
AMZN	Reduce	−0.72 pp	−34.0% sh	Q1→Q2
ADI	Reduce	−0.70 pp	−40.1% sh	Q1→Q2
CP	Reduce	+0.67 pp	−11.7% sh	Q1→Q2
LIN	Reduce	−0.52 pp	−51.9% sh	Q1→Q2
CSL	Reduce	+0.30 pp	−4.9% sh	Q1→Q2
FICO	Reduce	+0.23 pp	−18.5% sh	Q1→Q2
MCO	Reduce	+0.15 pp	−16.2% sh	Q1→Q2
MSFT	Reduce	+0.13 pp	−14.6% sh	Q1→Q2
WMB	Reduce	+0.04 pp	−16.3% sh	Q1→Q2