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 | 13.62% | Add +21.3% | 9,324,656 | $74.60 | $696M | +1,637,956 | +$86M |
| AMZN - Amazon | 7.06% | Reduce −0.4% | 1,731,170 | $208.27 | $361M | −6,433 | −$41M |
| V - VISA · CL A | 7.02% | Reduce −17.5% | 1,186,931 | $302.24 | $359M | −251,036 | −$146M |
| ADI - Analog Devices | 6.41% | Reduce −17.5% | 1,029,523 | $318.14 | $328M | −218,486 | −$11M |
| RACE - Ferrari | 6.08% | Reduce −1.9% | 926,523 | $335.45 | $311M | −18,344 | −$41M |
| ICE - Intercontinental Exchange | 5.75% | Reduce −10.4% | 1,867,549 | $157.28 | $294M | −216,636 | −$44M |
| GE - GE Aerospace | 5.54% | Reduce −10.1% | 996,847 | $283.77 | $283M | −112,542 | −$59M |
| MSFT - Microsoft | 5.33% | Reduce −28.0% | 735,214 | $370.17 | $272M | −285,501 | −$221M |
| WAT - Waters | 4.76% | Add +8.4% | 816,929 | $297.80 | $243M | +63,474 | −$43M |
| CSCO - Cisco Sys | 4.62% | Reduce −2.3% | 3,043,637 | $77.59 | $236M | −70,069 | −$4M |
| MCO - Moodys | 4.36% | Reduce −30.6% | 510,824 | $436.25 | $223M | −225,744 | −$153M |
| CP - Canadian Pacific | 4.23% | Reduce −7.1% | 2,747,795 | $78.66 | $216M | −209,566 | −$2M |
| BKNG - Booking | 4.11% | Add +16.6% | 49,923 | $4,210 | $210M | +7,122 | −$19M |
| URI - Sunbelt Rentals | 4.06% | New | 3,185,284 | $65.09 | $207M | +3,185,284 | +$207M |
| FICO - Fair Isaac | 2.66% | Add +12.8% | 127,212 | $1,068 | $136M | +14,427 | −$55M |
| WMB - Williams Cos | 2.53% | New | 1,775,909 | $72.78 | $129M | +1,775,909 | +$129M |
| SYK - Stryker | 1.61% | New | 249,883 | $328.59 | $82M | +249,883 | +$82M |
| MA - Mastercard · CL A | 1.52% | Add +55.4% | 155,592 | $499.66 | $78M | +55,483 | +$21M |
| EFX - Equifax | 1.42% | Reduce −47.3% | 403,774 | $180.07 | $73M | −362,181 | −$93M |
| APD - Air Products | 1.33% | New | 233,356 | $290.49 | $68M | +233,356 | +$68M |
| CSL - Carlisle Cos | 1.32% | New | 201,377 | $333.62 | $67M | +201,377 | +$67M |
| LIN - Linde | 1.31% | Add +899.0% | 134,631 | $495.76 | $67M | +121,155 | +$61M |
| CRM - Salesforce | 1.30% | Add +13.5% | 354,805 | $186.67 | $66M | +42,197 | −$17M |
| FLUT - Flutter Entmt | 0.97% | Reduce −84.3% | 487,027 | $101.95 | $50M | −2,622,399 | −$620M |
| MMC - Marsh & Mclennan Cos | 0.89% | Reduce −82.4% | 261,527 | $173.45 | $45M | −1,223,333 | −$230M |
| CPRT - Copart | 0.18% | Reduce −95.4% | 274,058 | $33.20 | $9M | −5,736,076 | −$226M |
| RELX — | 0.02% | New | 23,447 | $33.14 | $777K | +23,447 | +$777K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| INTU - Intuit | 2.41% | Exit | 0 | $662.42 | $158M | −238,876 | −$158M |
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