Manager activity
AKO CAPITAL LLP
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 6
Add · 7
Reduce · 14
Exit · 1
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | FLUTTER ENTMT PLC | -2,622,399 | -84.3% | -9.23 pp | 5/15/2026 |
| Reduce | MARSH & MCLENNAN COS INC | -1,223,333 | -82.4% | -3.31 pp | 5/15/2026 |
| Reduce | COPART INC | -5,736,076 | -95.4% | -3.40 pp | 5/15/2026 |
| Reduce | MICROSOFT CORP | -285,501 | -28.0% | -2.19 pp | 5/15/2026 |
| New | SUNBELT RENTALS HOLDINGS INC | +3,185,284 | New | +4.06 pp | 5/15/2026 |
| Exit | INTUIT | -238,876 | Exit | -2.41 pp | 5/15/2026 |
| Reduce | MOODYS CORP | -225,744 | -30.6% | -1.37 pp | 5/15/2026 |
| Reduce | VISA INC | -251,036 | -17.5% | -0.66 pp | 5/15/2026 |
| New | WILLIAMS COS INC | +1,775,909 | New | +2.53 pp | 5/15/2026 |
| Reduce | EQUIFAX INC | -362,181 | -47.3% | -1.11 pp | 5/15/2026 |
| Add | ALCON AG | +1,637,956 | +21.3% | +4.34 pp | 5/15/2026 |
| New | STRYKER CORPORATION | +249,883 | New | +1.61 pp | 5/15/2026 |
| New | AIR PRODUCTS AND CHEMICALS I | +233,356 | New | +1.33 pp | 5/15/2026 |
| New | CARLISLE COS INC | +201,377 | New | +1.32 pp | 5/15/2026 |
| Add | LINDE PLC | +121,155 | +899.0% | +1.22 pp | 5/15/2026 |
| Reduce | GE AEROSPACE | -112,542 | -10.1% | +0.33 pp | 5/15/2026 |
| Add | FAIR ISAAC CORP | +14,427 | +12.8% | -0.24 pp | 5/15/2026 |
| Reduce | INTERCONTINENTAL EXCHANGE IN | -216,636 | -10.4% | +0.61 pp | 5/15/2026 |
| Add | WATERS CORP | +63,474 | +8.4% | +0.41 pp | 5/15/2026 |
| Reduce | FERRARI N V | -18,344 | -1.9% | +0.73 pp | 5/15/2026 |
| Reduce | AMAZON COM INC | -6,433 | -0.4% | +0.95 pp | 5/15/2026 |
| Add | MASTERCARD INCORPORATED | +55,483 | +55.4% | +0.65 pp | 5/15/2026 |
| Add | BOOKING HOLDINGS INC | +7,122 | +16.6% | +0.63 pp | 5/15/2026 |
| Add | SALESFORCE INC | +42,197 | +13.5% | +0.04 pp | 5/15/2026 |
| Reduce | ANALOG DEVICES INC | -218,486 | -17.5% | +1.26 pp | 5/15/2026 |
| Reduce | CISCO SYS INC | -70,069 | -2.3% | +0.97 pp | 5/15/2026 |
| Reduce | CANADIAN PACIFIC KANSAS CITY | -209,566 | -7.1% | +0.92 pp | 5/15/2026 |
| New | RELX PLC | +23,447 | New | +0.02 pp | 5/15/2026 |