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
| ALC - Alcon | 8.23% | Add +0.1% | 6,524,694 | $77.33 | $505M | +5,560 | −$33M |
| ACN - Accenture Ireland · CLASS A | 7.26% | Reduce −20.2% | 1,448,769 | $307.11 | $445M | −366,386 | −$115M |
| V - VISA · CL A | 7.12% | Reduce −1.9% | 1,896,466 | $230.01 | $436M | −36,303 | −$23M |
| BKNG - Booking | 6.60% | Reduce −37.7% | 131,161 | $3,084 | $404M | −79,491 | −$164M |
| ICE - Intercontinental Exchange | 6.58% | Reduce −12.0% | 3,664,664 | $110.02 | $403M | −501,795 | −$68M |
| MSFT - Microsoft | 5.06% | Reduce −8.7% | 982,616 | $315.75 | $310M | −94,066 | −$56M |
| FICO - Fair Isaac | 4.97% | Reduce −1.9% | 351,024 | $868.53 | $305M | −6,756 | +$15M |
| INTU - Intuit | 4.83% | Add +22.8% | 579,171 | $510.94 | $296M | +107,701 | +$80M |
| ANSS - Ansys | 4.31% | Add +6.6% | 886,953 | $297.55 | $264M | +54,576 | −$11M |
| CPRT - Copart | 3.90% | Add +121.4% | 5,551,110 | $43.09 | $239M | +3,043,292 | +$10M |
| RACE - Ferrari | 3.90% | Reduce −12.9% | 807,909 | $295.86 | $239M | −120,186 | −$64M |
| MCO - Moodys | 3.77% | Reduce −1.9% | 731,429 | $316.17 | $231M | −14,068 | −$28M |
| LIN - Linde | 3.64% | Reduce −51.9% | 599,172 | $372.35 | $223M | −646,532 | −$252M |
| GE - GE Aerospace | 3.51% | New | 1,947,026 | $110.55 | $215M | +1,947,026 | +$215M |
| OTIS - Otis Worldwide | 2.89% | Reduce −14.6% | 2,207,420 | $80.31 | $177M | −377,483 | −$53M |
| TMO - Thermo Fisher Scientific | 2.79% | Reduce −2.1% | 338,427 | $506.17 | $171M | −7,146 | −$9M |
| ZTS - Zoetis · CL A | 2.76% | Add +122.7% | 971,655 | $173.98 | $169M | +535,270 | +$94M |
| MMC - Marsh & Mclennan Cos | 2.72% | Add +22.6% | 877,275 | $190.30 | $167M | +161,498 | +$32M |
| CDNS - Cadence Design System | 2.36% | New | 618,403 | $234.30 | $145M | +618,403 | +$145M |
| PG - Procter And Gamble | 2.19% | Reduce −1.9% | 921,946 | $145.86 | $134M | −17,596 | −$8M |
| WAT - Waters | 2.11% | New | 471,764 | $274.21 | $129M | +471,764 | +$129M |
| ALLE - Allegion | 2.10% | Reduce −44.0% | 1,236,845 | $104.20 | $129M | −973,692 | −$136M |
| URI - United Rentals | 1.88% | Reduce −1.9% | 259,725 | $444.57 | $115M | −4,968 | −$2M |
| EFX - Equifax | 1.52% | Reduce −34.8% | 509,736 | $183.18 | $93M | −272,276 | −$91M |
| EL - Estee Lauder · CL A | 1.09% | Reduce −21.7% | 462,177 | $144.55 | $67M | −127,827 | −$49M |
| WMG - Warner Music Group · CL A | 1.04% | New | 2,036,295 | $31.40 | $64M | +2,036,295 | +$64M |
| MAR - Marriott Intl · CL A | 0.85% | Reduce −41.5% | 265,957 | $196.56 | $52M | −188,586 | −$31M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DG - Dollar Gen | 1.16% | Exit | 0 | $169.78 | $77M | −450,666 | −$77M |
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