Follow-The-Filings

Featured 13F manager

Ako Capital LLP

London, X0 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $4.3B
  • 22 Positions
  • 2026 Q2
  • −16.0% QoQ
  • Top 5 48.1%

Portfolio

2026 Q2 · filed 8/12/2026 · 22 long · top 12 shown

top 5 48.1% · top 10 75.8%

AUM over time

2026 Q2 $4.3B −16.0% QoQ
2021 Q3 · $9.6B 2021 Q3 · $9.6B
Q3 2021
2021 Q4 · $10.3B · +6.4% QoQ 2021 Q4 · $10.3B · +6.4% QoQ
Q4
2022 Q1 · $9.3B · −9.8% QoQ 2022 Q1 · $9.3B · −9.8% QoQ
Q1 2022
2022 Q2 · $7.1B · −22.9% QoQ 2022 Q2 · $7.1B · −22.9% QoQ
Q2
2022 Q3 · $6.1B · −15.1% QoQ 2022 Q3 · $6.1B · −15.1% QoQ
Q3
2022 Q4 · $6.2B · +2.1% QoQ 2022 Q4 · $6.2B · +2.1% QoQ
Q4
2023 Q1 · $6.6B · +6.2% QoQ 2023 Q1 · $6.6B · +6.2% QoQ
Q1 2023
2023 Q2 · $6.6B · +0.7% QoQ 2023 Q2 · $6.6B · +0.7% QoQ
Q2
2023 Q3 · $6.1B · −7.3% QoQ 2023 Q3 · $6.1B · −7.3% QoQ
Q3
2023 Q4 · $7B · +14.6% QoQ 2023 Q4 · $7B · +14.6% QoQ
Q4
2024 Q1 · $7.1B · +0.5% QoQ 2024 Q1 · $7.1B · +0.5% QoQ
Q1 2024
2024 Q2 · $7.3B · +3.1% QoQ 2024 Q2 · $7.3B · +3.1% QoQ
Q2
2024 Q3 · $7.7B · +5.5% QoQ 2024 Q3 · $7.7B · +5.5% QoQ
Q3
2024 Q4 · $7.2B · −5.7% QoQ 2024 Q4 · $7.2B · −5.7% QoQ
Q4
2025 Q1 · $7.7B · +6.5% QoQ 2025 Q1 · $7.7B · +6.5% QoQ
Q1 2025
2025 Q2 · $7.9B · +2.8% QoQ 2025 Q2 · $7.9B · +2.8% QoQ
Q2
2025 Q3 · $7B · −11.2% QoQ 2025 Q3 · $7B · −11.2% QoQ
Q3
2025 Q4 · $6.6B · −6.6% QoQ 2025 Q4 · $6.6B · −6.6% QoQ
Q4
2026 Q1 · $5.1B · −22.2% QoQ 2026 Q1 · $5.1B · −22.2% QoQ
Q1 2026
2026 Q2 · $4.3B · −16.0% QoQ 2026 Q2 · $4.3B · −16.0% QoQ
Q2

Book

2021 Q3 · filed 3 Nov · long equity

LIN - Linde 11.64% Hold 3,803,347 $295.26 $1.1B
BKNG - Booking 9.43% Hold 383,420 $2,374 $910M
ACN - Accenture Ireland · CLASS A 7.45% Hold 2,246,800 $319.92 $719M
TMO - Thermo Fisher Scientific 6.76% Hold 1,142,461 $571.33 $653M
GOOG - Alphabet · CL C 5.98% Hold 216,343 $2,665 $577M
EBAY - EBAY Inc 5.31% Hold 7,356,250 $69.67 $513M
ALC - Alcon 4.65% Hold 5,545,418 $80.95 $449M
ZTS - Zoetis · CL A 4.34% Hold 2,156,300 $194.14 $419M
OTIS - Otis Worldwide 4.09% Hold 4,795,441 $82.28 $395M
EFX - Equifax 4.05% Hold 1,542,628 $253.42 $391M
NKE - NIKE · CL B 4.01% Hold 2,662,625 $145.23 $387M
EL - Estee Lauder · CL A 3.74% Hold 1,203,075 $299.93 $361M
MCO - Moodys 3.50% Hold 950,897 $355.11 $338M
ICE - Intercontinental Exchange 3.37% Hold 2,834,777 $114.82 $325M
V - VISA · CL A 2.97% Hold 1,285,516 $222.75 $286M
DEO - Diageo 2.86% Hold 1,431,895 $193.00 $276M
PG - Procter And Gamble 2.82% Hold 1,947,105 $139.80 $272M
ALLE - Allegion 2.73% Hold 1,990,730 $132.18 $263M
ADBE - Adobe 2.15% Hold 359,812 $575.72 $207M
RACE - Ferrari 2.14% Hold 986,839 $209.40 $207M
CHTR - Charter Communications · CL A 1.88% Hold 249,743 $727.56 $182M
MAR - Marriott Intl · CL A 1.23% Hold 799,021 $148.09 $118M
ANSS - Ansys 1.05% Hold 296,549 $340.45 $101M
FICO - Fair Isaac 1.01% Hold 244,257 $397.93 $97M
PINS - Pinterest · CL A 0.84% Hold 1,595,883 $50.95 $81M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 22 $4.3B −16.0% 13F-HR 8/12/2026 000137687926000006
2026 Q1 27 $5.1B −22.2% 13F-HR 5/15/2026 000137687926000003
2025 Q4 22 $6.6B −6.6% 13F-HR 2/17/2026 000137687926000002
2025 Q3 23 $7B −11.2% 13F-HR 11/13/2025 000137687925000008
2025 Q2 25 $7.9B +2.8% 13F-HR 8/13/2025 000137687925000006
2025 Q1 26 $7.7B +6.5% 13F-HR 5/14/2025 000137687925000005
2024 Q4 27 $7.2B −5.7% 13F-HR 2/12/2025 000137687925000002
2024 Q3 25 $7.7B +5.5% 13F-HR 11/13/2024 000137687924000006
2024 Q2 26 $7.3B +3.1% 13F-HR 8/13/2024 000137687924000005
2024 Q1 27 $7.1B +0.5% 13F-HR 5/14/2024 000137687924000003
2023 Q4 29 $7B +14.6% 13F-HR 2/15/2024 000137687924000002
2023 Q3 27 $6.1B −7.3% 13F-HR 11/6/2023 000137687923000007
2023 Q2 24 $6.6B +0.7% 13F-HR 8/1/2023 000137687923000006
2023 Q1 24 $6.6B +6.2% 13F-HR 4/25/2023 000137687923000005
2022 Q4 23 $6.2B +2.1% 13F-HR 1/18/2023 000137687923000002
2022 Q3 24 $6.1B −15.1% 13F-HR 11/1/2022 000137687922000005
2022 Q2 25 $7.1B −22.9% 13F-HR 8/9/2022 000137687922000004
2022 Q1 25 $9.3B −9.8% 13F-HR 5/4/2022 000137687922000003
2021 Q4 24 $10.3B +6.4% 13F-HR 2/4/2022 000137687922000002
2021 Q3 25 $9.6B 13F-HR 11/3/2021 000137687921000005

About

AKO CAPITAL LLP

20 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
AKO CAPITAL LLP
Location
London, X0
All SEC filings
View on sec.gov