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 | 7.33% | Add +1.1% | 6,597,064 | $78.11 | $515M | +72,370 | +$11M |
| V - VISA · CL A | 6.11% | Reduce −13.1% | 1,648,924 | $260.35 | $429M | −247,542 | −$7M |
| MSFT - Microsoft | 5.97% | Add +13.5% | 1,115,552 | $376.04 | $419M | +132,936 | +$109M |
| ACN - Accenture Ireland · CLASS A | 5.94% | Reduce −18.0% | 1,188,447 | $350.91 | $417M | −260,322 | −$28M |
| BKNG - Booking | 5.86% | Reduce −11.5% | 116,063 | $3,547 | $412M | −15,098 | +$7M |
| ICE - Intercontinental Exchange | 5.85% | Reduce −12.7% | 3,199,759 | $128.43 | $411M | −464,905 | +$8M |
| ANSS - Ansys | 5.02% | Add +9.5% | 971,461 | $362.88 | $353M | +84,508 | +$89M |
| FICO - Fair Isaac | 4.63% | Reduce −20.4% | 279,510 | $1,164 | $325M | −71,514 | +$20M |
| GE - GE Aerospace | 4.47% | Add +26.4% | 2,461,395 | $127.63 | $314M | +514,369 | +$99M |
| INTU - Intuit | 4.44% | Reduce −13.8% | 499,418 | $625.03 | $312M | −79,753 | +$16M |
| MCO - Moodys | 3.96% | Reduce −2.5% | 712,793 | $390.56 | $278M | −18,636 | +$47M |
| EL - Estee Lauder · CL A | 3.89% | Add +304.8% | 1,871,074 | $146.25 | $274M | +1,408,897 | +$207M |
| WAT - Waters | 3.62% | Add +63.6% | 771,922 | $329.23 | $254M | +300,158 | +$125M |
| ZTS - Zoetis · CL A | 3.45% | Add +26.3% | 1,226,892 | $197.37 | $242M | +255,237 | +$73M |
| RACE - Ferrari | 3.35% | Reduce −13.7% | 697,604 | $337.82 | $236M | −110,305 | −$3M |
| MMC - Marsh & Mclennan Cos | 3.19% | Add +34.6% | 1,181,242 | $189.47 | $224M | +303,967 | +$57M |
| LIN - Linde | 3.17% | Reduce −9.4% | 542,993 | $410.71 | $223M | −56,179 | −$89K |
| NKE - NIKE · CL B | 2.88% | New | 1,866,456 | $108.57 | $203M | +1,866,456 | +$203M |
| EFX - Equifax | 2.35% | Add +30.8% | 666,628 | $247.29 | $165M | +156,892 | +$71M |
| CDNS - Cadence Design System | 2.34% | Reduce −2.6% | 602,490 | $272.37 | $164M | −15,913 | +$19M |
| URI - United Rentals | 2.07% | Reduce −2.6% | 253,099 | $573.42 | $145M | −6,626 | +$30M |
| WMG - Warner Music Group · CL A | 1.90% | Add +83.2% | 3,729,554 | $35.79 | $133M | +1,693,259 | +$70M |
| OTIS - Otis Worldwide | 1.87% | Reduce −33.3% | 1,471,409 | $89.47 | $132M | −736,011 | −$46M |
| PG - Procter And Gamble | 1.64% | Reduce −14.7% | 785,965 | $146.54 | $115M | −135,981 | −$19M |
| CPRT - Copart | 1.48% | Reduce −61.9% | 2,117,112 | $49.00 | $104M | −3,433,998 | −$135M |
| TMO - Thermo Fisher Scientific | 1.24% | Reduce −51.6% | 163,937 | $530.79 | $87M | −174,490 | −$84M |
| MAR - Marriott Intl · CL A | 0.83% | Reduce −2.5% | 259,324 | $225.51 | $58M | −6,633 | +$6M |
| MSCI - MSCI Inc | 0.73% | New | 91,012 | $565.65 | $51M | +91,012 | +$51M |
| ALLE - Allegion | 0.42% | Reduce −81.1% | 234,045 | $126.69 | $30M | −1,002,800 | −$99M |
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