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 | 10.20% | Reduce −0.3% | 3,109,426 | $215.44 | $670M | −10,690 | −$127M |
| ALC - Alcon AG | 9.28% | Reduce −3.6% | 7,686,700 | $79.27 | $609M | −287,664 | +$16M |
| V - VISA · CL A | 7.68% | Reduce −9.3% | 1,437,967 | $350.71 | $504M | −146,890 | −$37M |
| MSFT - Microsoft | 7.52% | Reduce −4.5% | 1,020,715 | $483.62 | $494M | −48,281 | −$60M |
| AMZN - Amazon | 6.11% | Reduce −3.9% | 1,737,603 | $230.82 | $401M | −70,430 | +$4M |
| MCO - Moodys | 5.73% | Reduce −4.0% | 736,568 | $510.85 | $376M | −30,575 | +$11M |
| RACE - Ferrari | 5.35% | Add +49.3% | 944,867 | $372.05 | $352M | +311,907 | +$45M |
| GE - GE Aerospace | 5.20% | Reduce −16.0% | 1,109,389 | $308.03 | $342M | −211,487 | −$56M |
| ADI - Analog Devices | 5.15% | Add +2.0% | 1,248,009 | $271.20 | $338M | +24,862 | +$38M |
| ICE - Intercontinental Exchange | 5.14% | Add 0.0% | 2,084,185 | $161.96 | $338M | +184 | −$14M |
| WAT - Waters | 4.36% | Reduce −6.6% | 753,455 | $379.83 | $286M | −53,493 | +$44M |
| MMC - Marsh & Mclennan Cos | 4.19% | Reduce −17.5% | 1,484,860 | $185.52 | $275M | −314,893 | −$87M |
| CSCO - Cisco Sys | 3.65% | New | 3,113,706 | $77.03 | $240M | +3,113,706 | +$240M |
| CPRT - Copart | 3.58% | Add +8.7% | 6,010,134 | $39.15 | $235M | +482,889 | −$13M |
| BKNG - Booking | 3.49% | Reduce −33.8% | 42,801 | $5,355 | $229M | −21,817 | −$120M |
| CP - Canadian Pacific | 3.32% | Add +269.9% | 2,957,361 | $73.63 | $218M | +2,157,801 | +$158M |
| FICO - Fair Isaac | 2.90% | Reduce −8.8% | 112,785 | $1,691 | $191M | −10,861 | +$6M |
| EFX - Equifax | 2.53% | Reduce −18.4% | 765,955 | $216.98 | $166M | −172,393 | −$75M |
| INTU - Intuit | 2.41% | Reduce −64.6% | 238,876 | $662.42 | $158M | −435,549 | −$302M |
| CRM - Salesforce | 1.26% | Reduce −4.1% | 312,608 | $264.91 | $83M | −13,520 | +$6M |
| MA - Mastercard · CL A | 0.87% | New | 100,109 | $570.88 | $57M | +100,109 | +$57M |
| LIN - Linde | 0.09% | Reduce −83.0% | 13,476 | $426.39 | $6M | −65,609 | −$32M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ZTS - Zoetis · CL A | 1.42% | Exit | 0 | $146.32 | $100M | −683,704 | −$100M |
| CDNS - Cadence Design System | 0.84% | Exit | 0 | $351.26 | $59M | −168,767 | −$59M |
| BAH — · CL A | 0.12% | Exit | 0 | $99.95 | $9M | −86,866 | −$9M |
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