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 | 7.81% | Reduce −1.9% | 6,371,303 | $89.16 | $568M | −124,854 | +$28M |
| MSFT - Microsoft | 7.44% | Add +8.3% | 1,211,103 | $446.95 | $541M | +92,874 | +$71M |
| FICO - Fair Isaac | 6.50% | Add +27.4% | 317,733 | $1,489 | $473M | +68,371 | +$161M |
| GE - GE Aerospace | 6.22% | Add +15.6% | 2,849,084 | $158.97 | $453M | +385,150 | +$20M |
| INTU - Intuit | 5.37% | Add +13.8% | 594,507 | $657.21 | $391M | +72,097 | +$51M |
| ACN - Accenture Ireland · CLASS A | 5.09% | Add +143.4% | 1,219,936 | $303.41 | $370M | +718,691 | +$196M |
| ICE - Intercontinental Exchange | 5.02% | Add +0.3% | 2,670,788 | $136.89 | $366M | +8,074 | −$333K |
| V - VISA · CL A | 4.80% | Add +4.8% | 1,329,954 | $262.47 | $349M | +60,473 | −$5M |
| BKNG - Booking | 4.69% | Add +0.6% | 86,205 | $3,961 | $342M | +502 | +$31M |
| MCO - Moodys | 4.32% | Add +4.8% | 746,780 | $420.93 | $314M | +34,011 | +$34M |
| MMC - Marsh & Mclennan Cos | 4.31% | Add +16.6% | 1,486,981 | $210.72 | $313M | +211,930 | +$51M |
| TMO - Thermo Fisher Scientific | 3.98% | Add +13.9% | 524,248 | $553.00 | $290M | +64,065 | +$22M |
| RACE - Ferrari | 3.79% | Reduce −2.0% | 675,090 | $408.02 | $275M | −13,878 | −$25M |
| ZTS - Zoetis · CL A | 3.56% | Reduce −13.8% | 1,495,188 | $173.36 | $259M | −239,942 | −$34M |
| WAT - Warters | 3.50% | Add +4.8% | 878,652 | $290.12 | $255M | +39,889 | −$34M |
| WMG - Warner Music Group · CL A | 3.14% | Add +14.3% | 7,463,807 | $30.65 | $229M | +936,417 | +$13M |
| MSCI - MSCI Inc | 3.06% | Add +4.7% | 461,682 | $481.75 | $222M | +20,898 | −$25M |
| ADI - Analog Devices | 2.91% | Add +28.0% | 928,920 | $228.26 | $212M | +203,121 | +$68M |
| AMZN - Amazon | 2.49% | New | 937,004 | $193.25 | $181M | +937,004 | +$181M |
| PG - Procter And Gamble | 2.40% | Add +4.7% | 1,060,884 | $164.92 | $175M | +47,925 | +$11M |
| EFX - Equifax | 2.32% | Add +4.8% | 695,966 | $242.46 | $169M | +32,154 | −$9M |
| LIN - Linde | 2.14% | Add +2.8% | 354,541 | $438.81 | $156M | +9,775 | −$5M |
| EL - Estee Lauder · CL A | 2.06% | Reduce −48.0% | 1,409,881 | $106.40 | $150M | −1,299,976 | −$268M |
| CPRT - Copart | 1.76% | Reduce −15.4% | 2,369,500 | $54.16 | $128M | −431,899 | −$34M |
| CDNS - Cadence Design System | 1.28% | Reduce −2.3% | 303,409 | $307.75 | $93M | −7,140 | −$3M |
| CNI - Canadian Natl Ry | 0.02% | New | 9,658 | $118.14 | $1M | +9,658 | +$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NKE - NIKE · CL B | 1.99% | Exit | 0 | $93.98 | $141M | −1,498,301 | −$141M |
| OTIS - Otis Worldwide | 1.07% | Exit | 0 | $99.27 | $76M | −761,938 | −$76M |
| MAR - Marriott Intl · CL A | 0.93% | Exit | 0 | $252.31 | $66M | −261,008 | −$66M |
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