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 | 8.60% | Reduce −39.0% | 210,652 | $2,700 | $569M | −134,802 | −$347M |
| ACN - Accenture Ireland · CLASS A | 8.47% | Reduce −3.0% | 1,815,155 | $308.58 | $560M | −56,157 | +$25M |
| ALC - Alcon | 8.13% | Reduce −1.3% | 6,519,134 | $82.46 | $538M | −85,028 | +$71M |
| LIN - Linde | 7.18% | New | 1,245,704 | $381.08 | $475M | +1,245,704 | +$475M |
| ICE - Intercontinental Exchange | 7.12% | Reduce −0.2% | 4,166,459 | $113.08 | $471M | −8,308 | +$36M |
| V - VISA · CL A | 6.94% | Reduce −5.0% | 1,932,769 | $237.48 | $459M | −102,486 | +$125K |
| MSFT - Microsoft | 5.54% | Reduce −18.2% | 1,076,682 | $340.54 | $367M | −238,941 | −$13M |
| RACE - Ferrari | 4.58% | Reduce −1.5% | 928,095 | $326.47 | $303M | −13,842 | +$48M |
| FICO - Fair Isaac | 4.38% | Reduce −4.3% | 357,780 | $809.21 | $290M | −16,171 | +$27M |
| ANSS - Ansys | 4.16% | Add +10.8% | 832,377 | $330.27 | $275M | +81,217 | +$25M |
| ALLE - Allegion | 4.01% | Reduce −4.3% | 2,210,537 | $120.02 | $265M | −99,016 | +$19M |
| MCO - Moodys | 3.92% | Add +82.6% | 745,497 | $347.72 | $259M | +337,280 | +$134M |
| OTIS - Otis Worldwide | 3.48% | Reduce −4.3% | 2,584,903 | $89.01 | $230M | −116,218 | +$2M |
| CPRT - Copart | 3.46% | Add +55.0% | 2,507,818 | $91.21 | $229M | +889,656 | +$107M |
| INTU - Intuit | 3.27% | Add +17.0% | 471,470 | $458.19 | $216M | +68,506 | +$36M |
| EFX - Equifax | 2.78% | Reduce −4.3% | 782,012 | $235.30 | $184M | −34,723 | +$18M |
| TMO - Thermo Fisher Scientific | 2.73% | Reduce −43.7% | 345,573 | $521.75 | $180M | −268,711 | −$174M |
| PG - Procter And Gamble | 2.16% | Reduce −4.3% | 939,542 | $151.74 | $143M | −42,153 | −$3M |
| MMC - Mardsh & Mclennan Cos | 2.04% | New | 715,777 | $188.08 | $135M | +715,777 | +$135M |
| URI - United Rentals | 1.78% | Add +32.1% | 264,693 | $445.37 | $118M | +64,260 | +$39M |
| EL - Estee Lauder · CL A | 1.75% | Reduce −3.1% | 590,004 | $196.38 | $116M | −18,976 | −$34M |
| MAR - Marriott Intl · CL A | 1.26% | Reduce −28.3% | 454,543 | $183.69 | $83M | −179,792 | −$22M |
| DG - Dollar Gen | 1.16% | Reduce −56.0% | 450,666 | $169.78 | $77M | −573,449 | −$139M |
| ZTS - Zoetis · CL A | 1.14% | Reduce −4.3% | 436,385 | $172.21 | $75M | −19,655 | −$753K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LIN - Linde | 5.11% | Exit | 0 | $355.44 | $336M | −945,222 | −$336M |
| ADBE - Adobe | 1.27% | Exit | 0 | $385.37 | $84M | −216,689 | −$84M |
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