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 AG | 8.73% | Add +21.1% | 7,115,571 | $94.52 | $673M | +1,239,291 | +$174M |
| V - VISA · CL A | 8.08% | Add +1.1% | 1,775,973 | $350.46 | $622M | +18,828 | +$67M |
| FLUT - Flutter Entmt | 7.42% | New | 2,590,673 | $220.70 | $572M | +2,590,673 | +$572M |
| MMC - Marsh & Mclennan Cos | 6.72% | Add +2.9% | 2,121,730 | $244.03 | $518M | +58,902 | +$80M |
| GE - GE Aerospace | 6.40% | Reduce −8.4% | 2,466,267 | $200.15 | $494M | −226,790 | +$44M |
| MSFT - Microsoft | 6.09% | Add +9.4% | 1,250,718 | $375.39 | $470M | +107,983 | −$12M |
| ICE - Intercontinental Exchange | 5.11% | Reduce −12.4% | 2,282,427 | $172.50 | $394M | −323,230 | +$5M |
| ACN - Accenture Ireland · CLASS A | 5.01% | Reduce −5.6% | 1,238,638 | $312.04 | $387M | −72,827 | −$75M |
| MCO - Moodys | 5.00% | Add +26.5% | 826,734 | $465.69 | $385M | +173,347 | +$76M |
| INTU - Intuit | 4.43% | Reduce −6.5% | 555,811 | $613.99 | $341M | −38,668 | −$32M |
| BKNG - Booking | 4.31% | Reduce −0.6% | 72,052 | $4,607 | $332M | −418 | −$28M |
| WAT - Waters | 4.24% | Add +8.8% | 887,215 | $368.57 | $327M | +71,836 | +$25M |
| CPRT - Copart | 3.73% | Add +15.7% | 5,081,145 | $56.59 | $288M | +689,683 | +$36M |
| FICO - Fair Isaac | 3.60% | Add +1.4% | 150,660 | $1,844 | $278M | +2,058 | −$18M |
| AMZN - Amazon | 3.55% | Add +2.1% | 1,437,908 | $190.26 | $274M | +29,593 | −$35M |
| ZTS - Zoetis · CL A | 3.26% | Add +1.2% | 1,523,960 | $164.65 | $251M | +18,022 | +$6M |
| ADI - Analog Devices | 3.25% | Add +6.6% | 1,243,847 | $201.67 | $251M | +76,623 | +$3M |
| RACE - Ferrari | 3.23% | Reduce −5.6% | 585,118 | $424.99 | $249M | −34,604 | −$15M |
| EFX - Equifax | 2.41% | Add +5.0% | 762,905 | $243.56 | $186M | +36,659 | +$729K |
| TMO - Thermo Fisher Scientific | 2.15% | Add +6.1% | 332,845 | $497.60 | $166M | +19,061 | +$2M |
| CRM - Salesforce | 1.25% | New | 359,908 | $268.36 | $97M | +359,908 | +$97M |
| ILMN - Illumina | 0.92% | Add +79.6% | 889,714 | $79.34 | $71M | +394,428 | +$4M |
| LIN - Linde | 0.51% | Reduce −33.6% | 84,991 | $465.64 | $40M | −43,071 | −$14M |
| CDNS - Cadence Design System | 0.45% | Reduce −38.6% | 137,409 | $254.33 | $35M | −86,535 | −$32M |
| BAH — · CL A | 0.13% | Add +1.1% | 93,472 | $104.58 | $10M | +982 | −$2M |
| CNI - Canadian Natl Ry | 0.02% | Add +73.5% | 19,073 | $97.47 | $2M | +8,081 | +$743K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PG - Procter And Gamble | 2.72% | Exit | 0 | $167.65 | $197M | −1,172,423 | −$197M |
| WMG - Warner Music Group · CL A | 1.85% | Exit | 0 | $31.00 | $134M | −4,323,994 | −$134M |
| MSCI - MSCI Inc | 1.73% | Exit | 0 | $600.01 | $125M | −208,903 | −$125M |
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