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 | 13.94% | Reduce −7.2% | 345,454 | $2,652 | $916M | −26,833 | +$166M |
| ACN - Accenture Ireland · CLASS A | 8.14% | Reduce −2.5% | 1,871,312 | $285.81 | $535M | −48,418 | +$23M |
| ALC - Alcon | 7.10% | Add +17.3% | 6,604,162 | $70.67 | $467M | +972,228 | +$81M |
| V - VISA · CL A | 6.98% | Reduce −8.3% | 2,035,255 | $225.46 | $459M | −183,589 | −$2M |
| ICE - Intercontinental Exchange | 6.63% | Reduce −4.4% | 4,174,767 | $104.29 | $435M | −192,287 | −$13M |
| MSFT - Microsoft | 5.77% | Add +58.6% | 1,315,623 | $288.30 | $379M | +486,111 | +$180M |
| TMO - Thermo Fisher Scientific | 5.39% | Reduce −5.1% | 614,284 | $576.37 | $354M | −33,059 | −$2M |
| LIN - Linde | 5.11% | Add +10.3% | 945,222 | $355.44 | $336M | +88,102 | +$56M |
| FICO - Fair Isaac | 4.00% | Reduce −4.4% | 373,951 | $702.69 | $263M | −17,307 | +$29M |
| RACE - Ferrari | 3.88% | Reduce −1.1% | 941,937 | $270.85 | $255M | −10,094 | +$51M |
| ANSS - Ansys | 3.80% | Add +13.4% | 751,160 | $332.80 | $250M | +88,786 | +$90M |
| ALLE - Allegion | 3.75% | Reduce −10.8% | 2,309,553 | $106.73 | $246M | −280,225 | −$26M |
| OTIS - Otis Worldwide | 3.47% | Reduce −4.4% | 2,701,121 | $84.40 | $228M | −125,323 | +$7M |
| DG - Dollar Gen | 3.28% | Add +9.5% | 1,024,115 | $210.46 | $216M | +89,187 | −$15M |
| INTU - Intuit | 2.73% | Add +23.8% | 402,964 | $445.83 | $180M | +77,568 | +$53M |
| EFX - Equifax | 2.52% | Reduce −32.2% | 816,735 | $202.84 | $166M | −387,024 | −$68M |
| EL - Estee Lauder · CL A | 2.28% | Reduce −30.4% | 608,980 | $246.46 | $150M | −265,536 | −$67M |
| PG - Procter And Gamble | 2.22% | Reduce −4.4% | 981,695 | $148.69 | $146M | −44,855 | −$10M |
| MCO - Moodys | 1.90% | Add +99.7% | 408,217 | $306.02 | $125M | +203,808 | +$68M |
| CPRT - Copart | 1.85% | New | 1,618,162 | $75.21 | $122M | +1,618,162 | +$122M |
| MAR - Marriott Intl · CL A | 1.60% | Reduce −4.4% | 634,335 | $166.04 | $105M | −29,205 | +$7M |
| ADBE - Adobe | 1.27% | Reduce −67.1% | 216,689 | $385.37 | $84M | −442,062 | −$138M |
| URI - United Rentals | 1.21% | New | 200,433 | $395.76 | $79M | +200,433 | +$79M |
| ZTS - Zoetis · CL A | 1.16% | Add +25.7% | 456,040 | $166.44 | $76M | +93,218 | +$23M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOG - Alphabet · CL C | 5.03% | Exit | 0 | $88.73 | $312M | −3,511,205 | −$312M |
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