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
top 5 48.1% · top 10 75.8%
- ALC - Alcon AG 15.2%
- URI - Sunbelt Rentals 10.6%
- V - VISA · CL A 7.9%
- RACE - Ferrari 7.7%
- GE - GE Aerospace 6.7%
- AMZN - Amazon 6.3%
- ADI - Analog Devices 5.7%
- MSFT - Microsoft 5.4%
- CSCO - Cisco Sys 5.4%
- CP - Canadian Pacific 4.9%
- MCO - Moodys 4.5%
- APD - Air Products 3.8%
- Other 15.9%
AUM over time
Book
| BKNG - Booking | 12.23% | Add +36.5% | 523,490 | $2,399 | $1.3B | +140,070 | +$346M |
| ACN - Accenture Ireland · CLASS A | 9.99% | Add +10.1% | 2,474,492 | $414.55 | $1B | +227,692 | +$307M |
| LIN - Linde | 9.70% | Reduce −24.6% | 2,866,640 | $347.43 | $996M | −936,707 | −$127M |
| TMO - Thermo Fisher Scientific | 7.99% | Add +7.7% | 1,229,899 | $667.24 | $821M | +87,438 | +$168M |
| ICE - Intercontinental Exchange | 5.10% | Add +35.1% | 3,828,454 | $136.77 | $524M | +993,677 | +$198M |
| EFX - Equifax | 4.68% | Add +6.5% | 1,642,337 | $292.79 | $481M | +99,709 | +$90M |
| EL - Estee Lauder · CL A | 4.61% | Add +6.2% | 1,278,114 | $370.20 | $473M | +75,039 | +$112M |
| ALC - Alcon | 4.55% | Reduce −4.0% | 5,321,077 | $87.83 | $467M | −224,341 | +$18M |
| GOOG - Alphabet · CL C | 4.53% | Reduce −25.7% | 160,806 | $2,894 | $465M | −55,537 | −$111M |
| ZTS - Zoetis · CL A | 4.26% | Reduce −16.9% | 1,791,968 | $244.03 | $437M | −364,332 | +$19M |
| PG - Procter And Gamble | 3.99% | Add +28.6% | 2,504,218 | $163.58 | $410M | +557,113 | +$137M |
| NKE - NIKE · CL B | 3.86% | Reduce −10.6% | 2,380,049 | $166.67 | $397M | −282,576 | +$10M |
| DEO - Diageo | 3.73% | Add +21.4% | 1,738,289 | $220.14 | $383M | +306,394 | +$106M |
| EBAY - EBAY Inc | 3.19% | Reduce −33.0% | 4,932,095 | $66.50 | $328M | −2,424,155 | −$185M |
| OTIS - Otis Worldwide | 3.16% | Reduce −22.3% | 3,724,255 | $87.07 | $324M | −1,071,186 | −$70M |
| MCO - Moodys | 2.72% | Reduce −24.7% | 716,213 | $390.58 | $280M | −234,684 | −$58M |
| RACE - Ferrari | 2.39% | Reduce −4.0% | 947,134 | $258.86 | $245M | −39,705 | +$39M |
| ADBE - Adobe | 2.07% | Add +4.1% | 374,518 | $567.06 | $212M | +14,706 | +$5M |
| ALLE - Allegion | 1.49% | Reduce −41.9% | 1,156,410 | $132.44 | $153M | −834,320 | −$110M |
| ANSS - Ansys | 1.34% | Add +15.6% | 342,737 | $401.12 | $137M | +46,188 | +$37M |
| V - VISA · CL A | 1.22% | Reduce −54.9% | 580,239 | $216.71 | $126M | −705,277 | −$161M |
| FICO - Fair Isaac | 1.07% | Add +4.1% | 254,262 | $433.67 | $110M | +10,005 | +$13M |
| CHTR - Charter Communications · CL A | 1.07% | Reduce −32.4% | 168,704 | $651.97 | $110M | −81,039 | −$72M |
| MAR - Marriott Intl · CL A | 1.07% | Reduce −16.8% | 664,804 | $165.24 | $110M | −134,217 | −$8M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PINS - Pinterest · CL A | 0.84% | Exit | 0 | $50.95 | $81M | −1,595,883 | −$81M |
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