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
| FLUT - Flutter Entmt | 10.70% | Add +14.8% | 2,973,210 | $285.05 | $848M | +382,537 | +$276M |
| ALC - Alcon AG | 8.60% | Add +8.4% | 7,713,406 | $88.35 | $681M | +597,835 | +$9M |
| MSFT - Microsoft | 7.99% | Add +1.7% | 1,272,557 | $497.41 | $633M | +21,839 | +$163M |
| V - VISA · CL A | 7.36% | Reduce −7.5% | 1,643,373 | $355.05 | $583M | −132,600 | −$39M |
| INTU - Intuit | 6.72% | Add +21.6% | 675,783 | $787.63 | $532M | +119,972 | +$191M |
| GE - GE Aerospace | 6.70% | Reduce −16.4% | 2,063,006 | $257.39 | $531M | −403,261 | +$37M |
| MCO - Moodys | 5.24% | Add +0.1% | 827,554 | $501.59 | $415M | +820 | +$30M |
| ICE - Intercontinental Exchange | 5.07% | Reduce −4.0% | 2,191,657 | $183.47 | $402M | −90,770 | +$8M |
| BKNG - Booking | 5.05% | Reduce −4.1% | 69,107 | $5,789 | $400M | −2,945 | +$68M |
| MMC - Marsh & Mclennan Cos | 4.92% | Reduce −16.0% | 1,782,200 | $218.64 | $390M | −339,530 | −$128M |
| AMZN - Amazon | 4.04% | Add +1.6% | 1,460,648 | $219.39 | $320M | +22,740 | +$47M |
| RACE - Ferrari | 4.00% | Add +10.4% | 646,106 | $490.00 | $317M | +60,988 | +$68M |
| ADI - Analog Devices | 3.81% | Add +1.9% | 1,267,990 | $238.02 | $302M | +24,143 | +$51M |
| FICO - Fair Isaac | 3.54% | Add +1.7% | 153,273 | $1,828 | $280M | +2,613 | +$2M |
| WAT - Waters | 3.47% | Reduce −11.3% | 787,346 | $349.04 | $275M | −99,869 | −$52M |
| CPRT - Copart | 3.31% | Add +5.1% | 5,340,975 | $49.07 | $262M | +259,830 | −$25M |
| EFX - Equifax | 2.98% | Add +19.5% | 911,820 | $259.37 | $236M | +148,915 | +$51M |
| ZTS - Zoetis · CL A | 2.97% | Reduce −0.9% | 1,510,926 | $155.95 | $236M | −13,034 | −$15M |
| CRM - Salesforce | 1.61% | Add +30.4% | 469,254 | $272.69 | $128M | +109,346 | +$31M |
| ILMN - Illumina | 0.64% | Reduce −40.0% | 533,954 | $95.41 | $51M | −355,760 | −$20M |
| CDNS - Cadence Design System | 0.51% | Reduce −4.1% | 131,807 | $308.15 | $41M | −5,602 | +$6M |
| LIN - Linde | 0.49% | Reduce −3.6% | 81,953 | $469.18 | $38M | −3,038 | −$1M |
| TMO - Thermo Fisher Scientific | 0.14% | Reduce −92.1% | 26,427 | $405.46 | $11M | −306,418 | −$155M |
| BAH — · CL A | 0.12% | Reduce −3.7% | 90,033 | $104.13 | $9M | −3,439 | −$400K |
| CNI - Canadian Natl Ry | 0.03% | Hold | 19,073 | $104.02 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ACN - Accenture Ireland · CLASS A | 5.01% | Exit | 0 | $312.04 | $387M | −1,238,638 | −$387M |
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