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 | 9.82% | Reduce −26.0% | 387,435 | $2,348 | $910M | −136,055 | −$346M |
| ACN - Accenture Ireland · CLASS A | 8.31% | Reduce −7.7% | 2,283,374 | $337.23 | $770M | −191,118 | −$256M |
| TMO - Thermo Fisher Scientific | 7.69% | Reduce −1.9% | 1,206,538 | $590.65 | $713M | −23,361 | −$108M |
| LIN - Linde | 6.90% | Reduce −30.5% | 1,991,704 | $320.94 | $639M | −874,936 | −$357M |
| GOOG - Alphabet · CL C | 5.33% | Add +9.8% | 176,616 | $2,793 | $493M | +15,810 | +$28M |
| EFX - Equifax | 5.27% | Add +25.3% | 2,057,417 | $237.10 | $488M | +415,080 | +$7M |
| ICE - Intercontinental Exchange | 5.23% | Reduce −4.2% | 3,668,867 | $132.12 | $485M | −159,587 | −$39M |
| ALC - Alcon | 4.60% | Add +0.5% | 5,347,787 | $79.67 | $426M | +26,710 | −$41M |
| NKE - NIKE · CL B | 3.99% | Add +15.3% | 2,745,126 | $134.56 | $369M | +365,077 | −$27M |
| EL - Estee Lauder · CL A | 3.80% | Add +1.2% | 1,293,422 | $272.32 | $352M | +15,308 | −$121M |
| DEO - Diageo | 3.69% | Reduce −3.3% | 1,681,674 | $203.14 | $342M | −56,615 | −$41M |
| ADBE - Adobe | 3.62% | Add +96.4% | 735,652 | $455.62 | $335M | +361,134 | +$123M |
| ZTS - Zoetis · CL A | 3.54% | Reduce −3.0% | 1,738,652 | $188.59 | $328M | −53,316 | −$109M |
| PG - Procter And Gamble | 3.24% | Reduce −21.6% | 1,963,031 | $152.80 | $300M | −541,187 | −$110M |
| OTIS - Otis Worldwide | 3.23% | Add +4.4% | 3,889,448 | $76.95 | $299M | +165,193 | −$25M |
| V - VISA · CL A | 3.14% | Add +126.4% | 1,313,661 | $221.77 | $291M | +733,422 | +$166M |
| EBAY - EBAY Inc | 2.97% | Reduce −2.6% | 4,802,031 | $57.26 | $275M | −130,064 | −$53M |
| MCO - Moodys | 2.42% | Reduce −7.1% | 665,538 | $337.41 | $225M | −50,675 | −$55M |
| RACE - Ferrari | 2.26% | Add +0.5% | 951,880 | $219.67 | $209M | +4,746 | −$36M |
| ALLE - Allegion | 2.12% | Add +55.0% | 1,792,835 | $109.78 | $197M | +636,425 | +$44M |
| DG - Dollar Gen | 2.07% | New | 860,433 | $222.63 | $192M | +860,433 | +$192M |
| FICO - Fair Isaac | 1.95% | Add +52.7% | 388,211 | $466.46 | $181M | +133,949 | +$71M |
| CHTR - Charter Communications · CL A | 1.79% | Add +80.4% | 304,258 | $545.52 | $166M | +135,554 | +$56M |
| ANSS - Ansys | 1.73% | Add +47.6% | 505,822 | $317.65 | $161M | +163,085 | +$23M |
| MAR - Marriott Intl · CL A | 1.28% | Add +1.2% | 672,505 | $175.75 | $118M | +7,701 | +$8M |
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