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 | 8.02% | Reduce −3.4% | 6,157,815 | $99.98 | $616M | −213,488 | +$48M |
| MSFT - Microsoft | 7.10% | Add +4.5% | 1,265,260 | $430.30 | $544M | +54,157 | +$3M |
| GE - GE Aerospace | 6.51% | Reduce −7.0% | 2,648,246 | $188.58 | $499M | −200,838 | +$46M |
| V - VISA · CL A | 6.42% | Add +34.6% | 1,790,775 | $274.95 | $492M | +460,821 | +$143M |
| ICE - Intercontinental Exchange | 6.24% | Add +11.6% | 2,979,588 | $160.64 | $479M | +308,800 | +$113M |
| MMC - Marsh & Mclennan Cos | 5.74% | Add +32.7% | 1,973,234 | $223.09 | $440M | +486,253 | +$127M |
| FICO - Fair Isaac | 5.63% | Reduce −30.1% | 222,176 | $1,944 | $432M | −95,557 | −$41M |
| ACN - Accenture Ireland · CLASS A | 5.41% | Reduce −3.7% | 1,175,229 | $353.48 | $415M | −44,707 | +$45M |
| INTU - Intuit | 4.44% | Reduce −7.7% | 548,876 | $621.00 | $341M | −45,631 | −$50M |
| MCO - Moodys | 4.23% | Reduce −8.5% | 683,460 | $474.59 | $324M | −63,320 | +$10M |
| BKNG - Booking | 4.15% | Reduce −12.3% | 75,579 | $4,212 | $318M | −10,626 | −$23M |
| RACE - Ferrari | 3.97% | Reduce −3.8% | 649,656 | $468.52 | $304M | −25,434 | +$29M |
| ZTS - Zoetis · CL A | 3.80% | Reduce −0.2% | 1,492,138 | $195.38 | $292M | −3,050 | +$32M |
| WAT - Waters | 3.71% | Reduce −10.1% | 790,207 | $359.89 | $284M | −88,445 | +$29M |
| AMZN - Amazon | 3.61% | Add +58.8% | 1,488,281 | $186.33 | $277M | +551,277 | +$96M |
| TMO - Thermo Fisher Scientific | 3.41% | Reduce −19.2% | 423,473 | $618.57 | $262M | −100,775 | −$28M |
| ADI - Analog Devices | 3.37% | Add +21.0% | 1,124,286 | $230.17 | $259M | +195,366 | +$47M |
| WMG - Warner Music Group · CL A | 2.80% | Reduce −8.1% | 6,862,125 | $31.30 | $215M | −601,682 | −$14M |
| CPRT - Copart | 2.48% | Add +53.0% | 3,625,764 | $52.40 | $190M | +1,256,264 | +$62M |
| PG - Procter And Gamble | 2.39% | Reduce −0.3% | 1,058,026 | $173.20 | $183M | −2,858 | +$8M |
| LIN - Linde | 2.20% | Reduce −0.3% | 353,609 | $476.86 | $169M | −932 | +$13M |
| EFX - Equifax | 2.11% | Reduce −21.0% | 549,812 | $293.86 | $162M | −146,154 | −$7M |
| MSCI - MSCI Inc | 1.57% | Reduce −55.4% | 206,096 | $582.93 | $120M | −255,586 | −$102M |
| CDNS - Cadence Design System | 0.70% | Reduce −34.6% | 198,578 | $271.03 | $54M | −104,831 | −$40M |
| CNI - Canadian Natl Ry | 0.02% | Add +2.6% | 9,911 | $117.14 | $1M | +253 | +$20K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EL - Estee Lauder · CL A | 2.06% | Exit | 0 | $106.40 | $150M | −1,409,881 | −$150M |
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