AKO CAPITAL LLP

CIK

1376879

Location

LONDON, X0

Portfolio Value

Mid $4,290,839,110

Diversification

Diversified

Filing Date

Global Rank

#982 / 8,798 ▼ 242 · as of Jun 2026

Top Industry

Medical Instruments & Supplies 15.1%

Period ended 3 months ago

Filed Aug 12, 2026 · 58d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.1%

+1.4 pts

Top 5

48.0%

+7.7 pts

Top 10

75.8%

+9.6 pts

HHI

734

Diversified+133

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	24.8%	$1,062,256,182	6
Technology	19.5%	$834,736,074	4
Financial Services	17.5%	$752,896,218	4
Healthcare	17.1%	$732,489,462	3
Consumer Cyclical	14.0%	$602,127,917	2
Basic Materials	4.6%	$195,855,394	2
Energy	2.6%	$110,477,863	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
SUNB	Sunbelt Rentals Holdings, Inc.	+2,889,533	6,074,817	$454,457,059
CPRT	Copart Inc	+382,509	656,567	$18,508,623
ALC	Alcon Inc	+358,348	9,683,004	$649,729,568
APD	Air Products & Chemicals, Inc.	+320,003	553,359	$162,233,791
MA	Mastercard Inc	+34,349	189,941	$97,553,697
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−1,072,009	1,971,628	$231,587,424
ICE	Intercontinental Exchange, Inc.	−864,039	1,003,510	$123,542,116
WAT	Waters Corp /De/	−613,573	203,356	$76,266,634
AMZN	Amazon Com Inc	−589,335	1,141,835	$272,144,953
ADI	Analog Devices Inc	−412,642	616,881	$245,006,626
CP	Canadian Pacific Kansas City Ltd/Cn	−321,768	2,426,027	$210,215,239
WMB	Williams Companies, Inc.	−289,793	1,486,116	$110,477,863
EFX	Equifax Inc	−269,335	134,439	$21,338,158
SYK	Stryker Corp	−229,259	20,624	$6,493,260
GE	General Electric Co	−225,430	771,417	$288,301,675
V	Visa Inc.	−201,805	985,126	$337,986,879
MSFT	Microsoft Corp	−106,990	628,224	$234,340,116
MCO	Moodys Corp /De/	−82,904	427,920	$193,813,526
LIN	Linde PLC	−69,842	64,789	$33,621,603
RACE	Ferrari N.V.	−40,163	886,360	$329,982,964
FICO	Fair Isaac Corp	−23,593	103,619	$123,801,908
CSL	Carlisle Companies Inc	−9,963	191,414	$69,435,428
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	49,923	$210,191,805
CRM	Salesforce, Inc.	354,805	$66,231,449
FLUT	Flutter Entertainment plc	487,027	$49,652,402
MRSH	Marsh & Mclennan Companies, Inc.	261,527	$45,361,858
RELX	Relx PLC	23,447	$777,268
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $4,290,839,110 total · filing declares 22 positions · $4,292,009 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ALC	Alcon Inc Healthcare	Added	9,683,004	+358,348	$649,729,568	−7.5%	15.14%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	Added	6,074,817	+2,889,533	$454,457,059	+119.2%	10.59%
V	Visa Inc. Financial Services	Reduced	985,126	-201,805	$337,986,879	−5.8%	7.88%
RACE	Ferrari N.V. Consumer Cyclical	Reduced	886,360	-40,163	$329,982,964	+5.2%	7.69%
GE	General Electric Co Industrials	Reduced	771,417	-225,430	$288,301,675	+1.9%	6.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,141,835	-589,335	$272,144,953	−24.5%	6.34%
ADI	Analog Devices Inc Technology	Reduced	616,881	-412,642	$245,006,626	−25.2%	5.71%
MSFT	Microsoft Corp Technology	Reduced	628,224	-106,990	$234,340,116	−13.9%	5.46%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,971,628	-1,072,009	$231,587,424	−1.9%	5.40%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	2,426,027	-321,768	$210,215,239	−2.7%	4.90%
MCO	Moodys Corp /De/ Financial Services	Reduced	427,920	-82,904	$193,813,526	−13.0%	4.52%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	553,359	+320,003	$162,233,791	+139.3%	3.78%
FICO	Fair Isaac Corp Technology	Reduced	103,619	-23,593	$123,801,908	−8.8%	2.89%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	1,003,510	-864,039	$123,542,116	−57.9%	2.88%
WMB	Williams Companies, Inc. Energy	Reduced	1,486,116	-289,793	$110,477,863	−14.5%	2.57%
MA	Mastercard Inc Financial Services	Added	189,941	+34,349	$97,553,697	+25.5%	2.27%
WAT	Waters Corp /De/ Healthcare	Reduced	203,356	-613,573	$76,266,634	−68.7%	1.78%
CSL	Carlisle Companies Inc Industrials	Reduced	191,414	-9,963	$69,435,428	+3.4%	1.62%
LIN	Linde PLC Basic Materials	Reduced	64,789	-69,842	$33,621,603	−49.6%	0.78%
EFX	Equifax Inc Industrials	Reduced	134,439	-269,335	$21,338,158	−70.7%	0.50%
CPRT	Copart Inc Industrials	Added	656,567	+382,509	$18,508,623	+103.4%	0.43%
SYK	Stryker Corp Healthcare	Reduced	20,624	-229,259	$6,493,260	−92.1%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.