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
Latest book
| ALC - Alcon AG | 15.19% | Add +3.8% | 9,683,004 | $67.33 | $652M | +358,348 | −$44M |
| URI - Sunbelt Rentals | 10.59% | Add +90.7% | 6,074,817 | $74.81 | $454M | +2,889,533 | +$247M |
| V - VISA · CL A | 7.87% | Reduce −17.0% | 985,126 | $343.09 | $338M | −201,805 | −$21M |
| RACE - Ferrari | 7.66% | Reduce −4.3% | 886,360 | $371.11 | $329M | −40,163 | +$18M |
| GE - GE Aerospace | 6.72% | Reduce −22.6% | 771,417 | $373.73 | $288M | −225,430 | +$5M |
| AMZN - Amazon | 6.34% | Reduce −34.0% | 1,141,835 | $238.34 | $272M | −589,335 | −$88M |
| ADI - Analog Devices | 5.71% | Reduce −40.1% | 616,881 | $397.17 | $245M | −412,642 | −$83M |
| MSFT - Microsoft | 5.46% | Reduce −14.6% | 628,224 | $373.02 | $234M | −106,990 | −$38M |
| CSCO - Cisco Sys | 5.40% | Reduce −35.2% | 1,971,628 | $117.46 | $232M | −1,072,009 | −$5M |
| CP - Canadian Pacific | 4.90% | Reduce −11.7% | 2,426,027 | $86.65 | $210M | −321,768 | −$6M |
| MCO - Moodys | 4.52% | Reduce −16.2% | 427,920 | $452.92 | $194M | −82,904 | −$29M |
| APD - Air Products | 3.78% | Add +137.1% | 553,359 | $293.18 | $162M | +320,003 | +$94M |
| FICO - Fair Isaac | 2.88% | Reduce −18.5% | 103,619 | $1,195 | $124M | −23,593 | −$12M |
| ICE - Intercontinental Exchange | 2.88% | Reduce −46.3% | 1,003,510 | $123.11 | $124M | −864,039 | −$170M |
| WMB - Williams Cos | 2.57% | Reduce −16.3% | 1,486,116 | $74.34 | $110M | −289,793 | −$19M |
| MA - Mastercard · CL A | 2.27% | Add +22.1% | 189,941 | $513.60 | $98M | +34,349 | +$20M |
| WAT - Waters | 1.78% | Reduce −75.1% | 203,356 | $375.04 | $76M | −613,573 | −$167M |
| CSL - Carlisle Cos | 1.62% | Reduce −4.9% | 191,414 | $362.75 | $69M | −9,963 | +$2M |
| LIN - Linde | 0.78% | Reduce −51.9% | 64,789 | $518.95 | $34M | −69,842 | −$33M |
| EFX - Equifax | 0.50% | Reduce −66.7% | 134,439 | $158.72 | $21M | −269,335 | −$51M |
| CPRT - Copart | 0.43% | Add +139.6% | 656,567 | $28.19 | $19M | +382,509 | +$9M |
| SYK - Stryker | 0.15% | Reduce −91.7% | 20,624 | $314.83 | $6M | −229,259 | −$76M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BKNG - Booking | 4.11% | Exit | 0 | $4,210 | $210M | −49,923 | −$210M |
| CRM - Salesforce | 1.30% | Exit | 0 | $186.67 | $66M | −354,805 | −$66M |
| FLUT - Flutter Entmt | 0.97% | Exit | 0 | $101.95 | $50M | −487,027 | −$50M |
| MMC - Marsh & Mclennan Cos | 0.89% | Exit | 0 | $173.45 | $45M | −261,527 | −$45M |
| RELX — | 0.02% | Exit | 0 | $33.14 | $777K | −23,447 | −$777K |
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