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 | 12.12% | Add +1.5% | 372,287 | $2,015 | $750M | +5,403 | +$147M |
| ACN - Accenture Ireland · CLASS A | 8.28% | Reduce −1.2% | 1,919,730 | $266.84 | $512M | −24,012 | +$12M |
| V - VISA · CL A | 7.45% | Reduce −9.2% | 2,218,844 | $207.76 | $461M | −224,738 | +$27M |
| ICE - Intercontinental Exchange | 7.24% | Add +0.3% | 4,367,054 | $102.59 | $448M | +12,113 | +$55M |
| ALC - Alcon | 6.23% | Reduce −2.1% | 5,631,934 | $68.47 | $386M | −119,022 | +$49M |
| TMO - Thermo Fisher Scientific | 5.76% | Reduce −29.9% | 647,343 | $550.69 | $356M | −276,688 | −$112M |
| GOOG - Alphabet · CL C | 5.03% | Add +10.1% | 3,511,205 | $88.73 | $312M | +321,865 | +$5M |
| LIN - Linde | 4.52% | Reduce −3.2% | 857,120 | $326.21 | $280M | −28,267 | +$41M |
| ALLE - Allegion | 4.40% | Reduce −3.8% | 2,589,778 | $105.26 | $273M | −102,780 | +$31M |
| FICO - Fair Isaac | 3.78% | Reduce −1.0% | 391,258 | $598.58 | $234M | −3,949 | +$71M |
| EFX - Equifax | 3.78% | Reduce −41.0% | 1,203,759 | $194.36 | $234M | −835,708 | −$116M |
| DG - Dollar Gen | 3.72% | Reduce −21.0% | 934,928 | $246.25 | $230M | −248,163 | −$54M |
| ADBE - Adobe | 3.58% | Reduce −16.6% | 658,751 | $336.53 | $222M | −131,047 | +$4M |
| OTIS - Otis Worldwide | 3.58% | Reduce −3.6% | 2,826,444 | $78.31 | $221M | −105,512 | +$34M |
| EL - Estee Lauder · CL A | 3.51% | Reduce −24.3% | 874,516 | $248.11 | $217M | −281,008 | −$33M |
| RACE - Ferrari | 3.29% | Reduce −2.2% | 952,031 | $214.20 | $204M | −21,834 | +$22M |
| MSFT - Microsoft | 3.21% | Add +67.6% | 829,512 | $239.82 | $199M | +334,692 | +$84M |
| ANSS - Ansys | 2.59% | Add +7.5% | 662,374 | $241.59 | $160M | +46,269 | +$23M |
| PG - Procter And Gamble | 2.51% | Reduce −3.4% | 1,026,550 | $151.56 | $156M | −36,048 | +$21M |
| INTU - Intuit | 2.05% | Add +75.0% | 325,396 | $389.22 | $127M | +139,483 | +$55M |
| MAR - Marriott Intl · CL A | 1.60% | Reduce −3.4% | 663,540 | $148.89 | $99M | −23,148 | +$3M |
| MCO - Moodys | 0.92% | Reduce −3.5% | 204,409 | $278.62 | $57M | −7,356 | +$5M |
| ZTS - Zoetis · CL A | 0.86% | Reduce −70.5% | 362,822 | $146.55 | $53M | −867,406 | −$129M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NKE - NIKE · CL B | 1.95% | Exit | 0 | $83.12 | $118M | −1,419,705 | −$118M |
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