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 | 7.64% | Reduce −1.5% | 6,496,157 | $83.07 | $540M | −100,907 | +$24M |
| MSFT - Microsoft | 6.67% | Add +0.2% | 1,118,229 | $420.72 | $470M | +2,677 | +$51M |
| GE - GE Aerospace | 6.13% | Add +0.1% | 2,463,934 | $175.53 | $432M | +2,539 | +$118M |
| EL - Estee Lauder · CL A | 5.92% | Add +44.8% | 2,709,857 | $154.15 | $418M | +838,783 | +$144M |
| ICE - Intercontinental Exchange | 5.18% | Reduce −16.8% | 2,662,714 | $137.43 | $366M | −537,045 | −$45M |
| V - VISA · CL A | 5.02% | Reduce −23.0% | 1,269,481 | $279.08 | $354M | −379,443 | −$75M |
| INTU - Intuit | 4.81% | Add +4.6% | 522,410 | $650.00 | $340M | +22,992 | +$27M |
| FICO - Fair Isaac | 4.41% | Reduce −10.8% | 249,362 | $1,250 | $312M | −30,148 | −$14M |
| BKNG - Booking | 4.40% | Reduce −26.2% | 85,703 | $3,628 | $311M | −30,360 | −$101M |
| RACE - Ferrari | 4.25% | Reduce −1.2% | 688,968 | $435.87 | $300M | −8,636 | +$65M |
| ZTS - Zoetis · CL A | 4.16% | Add +41.4% | 1,735,130 | $169.21 | $294M | +508,238 | +$51M |
| WAT - Warters | 4.09% | Add +8.7% | 838,763 | $344.23 | $289M | +66,841 | +$35M |
| MCO - Moodys | 3.97% | Reduce 0.0% | 712,769 | $393.03 | $280M | −24 | +$2M |
| TMO - Thermo Fisher Scientific | 3.79% | Add +180.7% | 460,183 | $581.21 | $267M | +296,246 | +$180M |
| MMC - Marsh & Mclennan Cos | 3.72% | Add +7.9% | 1,275,051 | $205.98 | $263M | +93,809 | +$39M |
| MSCI - MSCI Inc | 3.50% | Add +384.3% | 440,784 | $560.45 | $247M | +349,772 | +$196M |
| WMG - Warner Music Group · CL A | 3.05% | Add +75.0% | 6,527,390 | $33.02 | $216M | +2,797,836 | +$82M |
| EFX - Equifax | 2.52% | Reduce −0.4% | 663,812 | $267.52 | $178M | −2,816 | +$13M |
| ACN - Accenture Ireland · CLASS A | 2.46% | Reduce −57.8% | 501,245 | $346.61 | $174M | −687,202 | −$243M |
| PG - Procter And Gamble | 2.33% | Add +28.9% | 1,012,959 | $162.25 | $164M | +226,994 | +$49M |
| CPRT - Copart | 2.30% | Add +32.3% | 2,801,399 | $57.92 | $162M | +684,287 | +$59M |
| LIN - Linde | 2.27% | Reduce −36.5% | 344,766 | $464.32 | $160M | −198,227 | −$63M |
| ADI - Analog Devices | 2.03% | New | 725,799 | $197.79 | $144M | +725,799 | +$144M |
| NKE - NIKE · CL B | 1.99% | Reduce −19.7% | 1,498,301 | $93.98 | $141M | −368,155 | −$62M |
| CDNS - Cadence Design System | 1.37% | Reduce −48.5% | 310,549 | $311.28 | $97M | −291,941 | −$67M |
| OTIS - Otis Worldwide | 1.07% | Reduce −48.2% | 761,938 | $99.27 | $76M | −709,471 | −$56M |
| MAR - Marriott Intl · CL A | 0.93% | Add +0.6% | 261,008 | $252.31 | $66M | +1,684 | +$7M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ANSS - Ansys | 5.02% | Exit | 0 | $362.88 | $353M | −971,461 | −$353M |
| URI - United Rentals | 2.07% | Exit | 0 | $573.42 | $145M | −253,099 | −$145M |
| ALLE - Allegion | 0.42% | Exit | 0 | $126.69 | $30M | −234,045 | −$30M |
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