AKO Capital LLP
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 27
- Portfolio value:
- $5,108,383,000
- Filed:
- May 15, 2026
- CIK:
- 1376879
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| ALChist | ALCON AG | 13.62 | Add 21.00% | 9,324,656 | $74.60 | $695.60M |
| AMZNhist | AMAZON COM INC | 7.06 | — | 1,731,170 | $208.27 | $360.55M |
| Vhist | VISA INC | 7.02 | Reduce 17.00% | 1,186,931 | $302.24 | $358.74M |
| ADIhist | ANALOG DEVICES INC | 6.41 | Reduce 18.00% | 1,029,523 | $318.14 | $327.53M |
| RACEhist | FERRARI N V | 6.08 | Reduce 2.00% | 926,523 | $335.45 | $310.80M |
| ICEhist | INTERCONTINENTAL EXCHANGE IN | 5.75 | Reduce 10.00% | 1,867,549 | $157.28 | $293.73M |
| GEhist | GE AEROSPACE | 5.54 | Reduce 10.00% | 996,847 | $283.77 | $282.88M |
| MSFThist | MICROSOFT CORP | 5.33 | Reduce 28.00% | 735,214 | $370.17 | $272.15M |
| WAThist | WATERS CORP | 4.76 | Add 8.00% | 816,929 | $297.80 | $243.28M |
| CSCOhist | CISCO SYS INC | 4.62 | Reduce 2.00% | 3,043,637 | $77.59 | $236.16M |
| MCOhist | MOODYS CORP | 4.36 | Reduce 31.00% | 510,824 | $436.25 | $222.85M |
| CPhist | CANADIAN PACIFIC KANSAS CITY | 4.23 | Reduce 7.00% | 2,747,795 | $78.66 | $216.14M |
| BKNGhist | BOOKING HOLDINGS INC | 4.11 | Add 17.00% | 49,923 | $4210.32 | $210.19M |
| SUNBhist | SUNBELT RENTALS HOLDINGS INC | 4.06 | Buy | 3,185,284 | $65.09 | $207.33M |
| FICOhist | FAIR ISAAC CORP | 2.66 | Add 13.00% | 127,212 | $1067.54 | $135.80M |
| WMBhist | WILLIAMS COS INC | 2.53 | Buy | 1,775,909 | $72.78 | $129.25M |
| SYKhist | STRYKER CORPORATION | 1.61 | Buy | 249,883 | $328.59 | $82.11M |
| MAhist | MASTERCARD INCORPORATED | 1.52 | Add 55.00% | 155,592 | $499.66 | $77.74M |
| EFXhist | EQUIFAX INC | 1.42 | Reduce 47.00% | 403,774 | $180.07 | $72.71M |
| ALKhist | AIR PRODUCTS AND CHEMICALS I | 1.33 | Buy | 233,356 | $290.49 | $67.79M |
| CSLhist | CARLISLE COS INC | 1.32 | Buy | 201,377 | $333.62 | $67.18M |
| LINhist | LINDE PLC | 1.31 | Add 899.00% | 134,631 | $495.76 | $66.75M |
| CRMhist | SALESFORCE INC | 1.30 | Add 13.00% | 354,805 | $186.67 | $66.23M |
| FLUThist | FLUTTER ENTMT PLC | 0.97 | Reduce 84.00% | 487,027 | $101.95 | $49.65M |
| MRSHhist | MARSH & MCLENNAN COS INC | 0.89 | Reduce 82.00% | 261,527 | $173.45 | $45.36M |
| CPRThist | COPART INC | 0.18 | Reduce 95.00% | 274,058 | $33.20 | $9.10M |
| RELXhist | RELX PLC | 0.02 | Buy | 23,447 | $33.14 | $777K |
| INTUhist | INTUIT | 0.00 | Sell | 0 | — | $0 |