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 | 9.95% | Add +6.3% | 366,884 | $1,643 | $603M | +21,609 | −$1M |
| ACN - Accenture Ireland · CLASS A | 8.25% | Reduce −15.2% | 1,943,742 | $257.30 | $500M | −347,411 | −$136M |
| TMO - Thermo Fisher Scientific | 7.73% | Reduce −23.8% | 924,031 | $507.19 | $469M | −288,469 | −$190M |
| V - VISA · CL A | 7.16% | Add +0.9% | 2,443,582 | $177.65 | $434M | +20,914 | −$43M |
| ICE - Intercontinental Exchange | 6.49% | Add +5.8% | 4,354,941 | $90.35 | $393M | +237,680 | +$6M |
| EFX - Equifax | 5.77% | Reduce −8.2% | 2,039,467 | $171.43 | $350M | −182,922 | −$57M |
| ALC - Alcon | 5.56% | Add +22.6% | 5,750,956 | $58.61 | $337M | +1,060,800 | +$9M |
| GOOG - Alphabet · CL C | 5.06% | Add +7007.5% | 3,189,340 | $96.15 | $307M | +3,144,467 | +$208M |
| DG - Dollar Gen | 4.68% | Reduce −8.9% | 1,183,091 | $239.86 | $284M | −115,749 | −$35M |
| EL - Estee Lauder · CL A | 4.12% | Reduce −11.1% | 1,155,524 | $215.90 | $249M | −143,750 | −$81M |
| ALLE - Allegion | 3.98% | Add +9.0% | 2,692,558 | $89.68 | $241M | +223,117 | −$289K |
| LIN - Linde | 3.94% | Reduce −17.3% | 885,387 | $269.78 | $239M | −184,961 | −$69M |
| ADBE - Adobe | 3.59% | Add +3.3% | 789,798 | $275.20 | $217M | +25,186 | −$63M |
| OTIS - Otis Worldwide | 3.09% | Reduce −16.2% | 2,931,956 | $63.80 | $187M | −566,576 | −$60M |
| ZTS - Zoetis · CL A | 3.01% | Reduce −15.8% | 1,230,228 | $148.29 | $182M | −230,981 | −$69M |
| RACE - Ferrari | 3.00% | Add +2.0% | 973,865 | $186.68 | $182M | +18,941 | +$7M |
| FICO - Fair Isaac | 2.69% | Reduce −19.5% | 395,207 | $412.01 | $163M | −95,728 | −$34M |
| ANSS - Ansys | 2.25% | Add +0.6% | 616,105 | $221.70 | $137M | +3,431 | −$10M |
| PG - Procter And Gamble | 2.21% | Reduce −11.7% | 1,062,598 | $126.25 | $134M | −141,033 | −$39M |
| NKE - NIKE · CL B | 1.95% | Reduce −25.8% | 1,419,705 | $83.12 | $118M | −493,763 | −$78M |
| MSFT - Microsoft | 1.90% | New | 494,820 | $232.90 | $115M | +494,820 | +$115M |
| MAR - Marriott Intl · CL A | 1.59% | Add +0.6% | 686,688 | $140.14 | $96M | +3,905 | +$3M |
| INTU - Intuit | 1.19% | New | 185,913 | $387.32 | $72M | +185,913 | +$72M |
| MCO - Moodys | 0.85% | Reduce −29.0% | 211,765 | $243.11 | $51M | −86,637 | −$30M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DEO - Diageo | 4.16% | Exit | 0 | $174.12 | $297M | −1,705,411 | −$297M |
| CHTR - Charter Communications · CL A | 1.67% | Exit | 0 | $468.53 | $120M | −255,191 | −$120M |
| EBAY - EBAY Inc | 1.25% | Exit | 0 | $41.67 | $89M | −2,139,984 | −$89M |
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