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
| V - VISA · CL A | 7.67% | Reduce −1.9% | 1,757,145 | $316.04 | $555M | −33,630 | +$63M |
| ALC - Alcon AG | 6.89% | Reduce −4.6% | 5,876,280 | $84.85 | $499M | −281,535 | −$117M |
| MSFT - Microsoft | 6.66% | Reduce −9.7% | 1,142,735 | $421.50 | $482M | −122,525 | −$63M |
| ACN - Accenture Ireland · CLASS A | 6.38% | Add +11.6% | 1,311,465 | $351.79 | $461M | +136,236 | +$46M |
| GE - GE Aerospace | 6.21% | Add +1.7% | 2,693,057 | $166.79 | $449M | +44,811 | −$50M |
| MMC - Marsh & Mclennan Cos | 6.05% | Add +4.5% | 2,062,828 | $212.41 | $438M | +89,594 | −$2M |
| ICE - Intercontinental Exchange | 5.37% | Reduce −12.5% | 2,605,657 | $149.01 | $388M | −373,931 | −$90M |
| INTU - Intuit | 5.16% | Add +8.3% | 594,479 | $628.50 | $374M | +45,603 | +$33M |
| BKNG - Booking | 4.98% | Reduce −4.1% | 72,470 | $4,968 | $360M | −3,109 | +$42M |
| MCO - Moodys | 4.27% | Reduce −4.4% | 653,387 | $473.37 | $309M | −30,073 | −$15M |
| AMZN - Amazon | 4.27% | Reduce −5.4% | 1,408,315 | $219.39 | $309M | −79,966 | +$32M |
| WAT - Waters | 4.18% | Add +3.2% | 815,379 | $370.98 | $302M | +25,172 | +$18M |
| FICO - Fair Isaac | 4.09% | Reduce −33.1% | 148,602 | $1,991 | $296M | −73,574 | −$136M |
| RACE - Ferrari | 3.65% | Reduce −4.6% | 619,722 | $426.22 | $264M | −29,934 | −$40M |
| CPRT - Copart | 3.48% | Add +21.1% | 4,391,462 | $57.39 | $252M | +765,698 | +$62M |
| ADI - Analog Devices | 3.43% | Add +3.8% | 1,167,224 | $212.46 | $248M | +42,938 | −$11M |
| ZTS - Zoetis · CL A | 3.39% | Add +0.9% | 1,505,938 | $162.93 | $245M | +13,800 | −$46M |
| PG - Procter And Gamble | 2.72% | Add +10.8% | 1,172,423 | $167.65 | $197M | +114,397 | +$13M |
| EFX - Equifax | 2.56% | Add +32.1% | 726,246 | $254.85 | $185M | +176,434 | +$24M |
| TMO - Thermo Fisher Scientific | 2.26% | Reduce −25.9% | 313,784 | $520.23 | $163M | −109,689 | −$99M |
| WMG - Warner Music Group · CL A | 1.85% | Reduce −37.0% | 4,323,994 | $31.00 | $134M | −2,538,131 | −$81M |
| MSCI - MSCI Inc | 1.73% | Add +1.4% | 208,903 | $600.01 | $125M | +2,807 | +$5M |
| CDNS - Cadence Design System | 0.93% | Add +12.8% | 223,944 | $300.46 | $67M | +25,366 | +$13M |
| ILMN - Illumina | 0.91% | New | 495,286 | $133.63 | $66M | +495,286 | +$66M |
| LIN - Linde | 0.74% | Reduce −63.8% | 128,062 | $418.67 | $54M | −225,547 | −$115M |
| BAH — · CL A | 0.16% | New | 92,490 | $128.69 | $12M | +92,490 | +$12M |
| CNI - Canadian Natl Ry | 0.02% | Add +10.9% | 10,992 | $101.53 | $1M | +1,081 | −$45K |
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