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
| TMO - Thermo Fisher Scientific | 9.23% | Add +0.5% | 1,212,500 | $543.28 | $659M | +5,962 | −$54M |
| ACN - Accenture Ireland · CLASS A | 8.91% | Add +0.3% | 2,291,153 | $277.65 | $636M | +7,779 | −$134M |
| BKNG - Booking | 8.46% | Reduce −10.9% | 345,275 | $1,749 | $604M | −42,160 | −$306M |
| V - VISA · CL A | 6.68% | Add +84.4% | 2,422,668 | $196.89 | $477M | +1,109,007 | +$186M |
| EFX - Equifax | 5.69% | Add +8.0% | 2,222,389 | $182.78 | $406M | +164,972 | −$82M |
| ICE - Intercontinental Exchange | 5.42% | Add +12.2% | 4,117,261 | $94.04 | $387M | +448,394 | −$98M |
| EL - Estee Lauder · CL A | 4.63% | Add +0.5% | 1,299,274 | $254.67 | $331M | +5,852 | −$21M |
| ALC - Alcon | 4.59% | Reduce −12.3% | 4,690,156 | $69.86 | $328M | −657,631 | −$98M |
| DG - Dollar Gen | 4.47% | Add +51.0% | 1,298,840 | $245.44 | $319M | +438,407 | +$127M |
| LIN - Linde | 4.31% | Reduce −46.3% | 1,070,348 | $287.35 | $308M | −921,356 | −$332M |
| DEO - Diageo | 4.16% | Add +1.4% | 1,705,411 | $174.12 | $297M | +23,737 | −$45M |
| ADBE - Adobe | 3.92% | Add +3.9% | 764,612 | $366.06 | $280M | +28,960 | −$55M |
| ZTS - Zoetis · CL A | 3.52% | Reduce −16.0% | 1,461,209 | $171.89 | $251M | −277,443 | −$77M |
| OTIS - Otis Worldwide | 3.46% | Reduce −10.1% | 3,498,532 | $70.67 | $247M | −390,916 | −$52M |
| ALLE - Allegion | 3.39% | Add +37.7% | 2,469,441 | $97.90 | $242M | +676,606 | +$45M |
| FICO - Fair Isaac | 2.76% | Add +26.5% | 490,935 | $400.90 | $197M | +102,724 | +$16M |
| NKE - NIKE · CL B | 2.74% | Reduce −30.3% | 1,913,468 | $102.20 | $196M | −831,658 | −$174M |
| RACE - Ferrari | 2.45% | Add +0.3% | 954,924 | $183.40 | $175M | +3,044 | −$34M |
| PG - Procter And Gamble | 2.42% | Reduce −38.7% | 1,203,631 | $143.79 | $173M | −759,400 | −$127M |
| ANSS - Ansys | 2.05% | Add +21.1% | 612,674 | $239.29 | $147M | +106,852 | −$14M |
| CHTR - Charter Communications · CL A | 1.67% | Reduce −16.1% | 255,191 | $468.53 | $120M | −49,067 | −$46M |
| GOOG - Alphabet · CL C | 1.37% | Reduce −74.6% | 44,873 | $2,187 | $98M | −131,743 | −$395M |
| MAR - Marriott Intl · CL A | 1.30% | Add +1.5% | 682,783 | $136.01 | $93M | +10,278 | −$25M |
| EBAY - EBAY Inc | 1.25% | Reduce −55.4% | 2,139,984 | $41.67 | $89M | −2,662,047 | −$186M |
| MCO - Moodys | 1.14% | Reduce −55.2% | 298,402 | $271.97 | $81M | −367,136 | −$143M |
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