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 | 11.33% | Add +4.9% | 3,120,116 | $255.34 | $797M | +146,906 | −$51M |
| ALC - Alcon AG | 8.44% | Add +3.4% | 7,974,364 | $74.46 | $594M | +260,958 | −$88M |
| MSFT - Microsoft | 7.87% | Reduce −16.0% | 1,068,996 | $517.95 | $554M | −203,561 | −$79M |
| V - VISA · CL A | 7.69% | Reduce −3.6% | 1,584,857 | $341.38 | $541M | −58,516 | −$42M |
| INTU - Intuit | 6.55% | Reduce −0.2% | 674,425 | $682.91 | $461M | −1,358 | −$72M |
| GE - GE Aerospace | 5.65% | Reduce −36.0% | 1,320,876 | $300.82 | $397M | −742,130 | −$134M |
| AMZN - Amazon | 5.64% | Add +23.8% | 1,808,033 | $219.57 | $397M | +347,385 | +$77M |
| MCO - Moodys | 5.20% | Reduce −7.3% | 767,143 | $476.48 | $366M | −60,411 | −$50M |
| MMC - Marsh & Mclennan Cos | 5.16% | Add +1.0% | 1,799,753 | $201.53 | $363M | +17,553 | −$27M |
| ICE - Intercontinental Exchange | 4.99% | Reduce −4.9% | 2,084,001 | $168.48 | $351M | −107,656 | −$51M |
| BKNG - Booking | 4.96% | Reduce −6.5% | 64,618 | $5,399 | $349M | −4,489 | −$51M |
| RACE - Ferrari | 4.35% | Reduce −2.0% | 632,960 | $483.79 | $306M | −13,146 | −$10M |
| ADI - Analog Devices | 4.27% | Reduce −3.5% | 1,223,147 | $245.70 | $301M | −44,843 | −$1M |
| CPRT - Copart | 3.53% | Add +3.5% | 5,527,245 | $44.97 | $249M | +186,270 | −$14M |
| WAT - Waters | 3.44% | Add +2.5% | 806,948 | $299.81 | $242M | +19,602 | −$33M |
| EFX - Equifax | 3.42% | Add +2.9% | 938,348 | $256.53 | $241M | +26,528 | +$4M |
| FICO - Fair Isaac | 2.63% | Reduce −19.3% | 123,646 | $1,497 | $185M | −29,627 | −$95M |
| ZTS - Zoetis · CL A | 1.42% | Reduce −54.7% | 683,704 | $146.32 | $100M | −827,222 | −$136M |
| CRM - Salesforce | 1.10% | Reduce −30.5% | 326,128 | $237.00 | $77M | −143,126 | −$51M |
| CP - Canadian Pacific | 0.85% | New | 799,560 | $74.49 | $60M | +799,560 | +$60M |
| CDNS - Cadence Design System | 0.84% | Add +28.0% | 168,767 | $351.26 | $59M | +36,960 | +$19M |
| LIN - Linde | 0.53% | Reduce −3.5% | 79,085 | $475.00 | $38M | −2,868 | −$886K |
| BAH — · CL A | 0.12% | Reduce −3.5% | 86,866 | $99.95 | $9M | −3,167 | −$693K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ILMN - Illumina | 0.64% | Exit | 0 | $95.41 | $51M | −533,954 | −$51M |
| TMO - Thermo Fisher Scientific | 0.14% | Exit | 0 | $405.46 | $11M | −26,427 | −$11M |
| CNI - Canadian Natl Ry | 0.03% | Exit | 0 | $104.02 | $2M | −19,073 | −$2M |
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