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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

AKO Capital LLP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
22
Portfolio value:
$4,292,009,000
Filed:
Aug 12, 2026
CIK:
1376879
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 12, 264 added15 reduced5 exited
≡SUNB – SUNBELT RENTALS HOLDINGS INCAdd 90.72%2,889,5336.53
≡BKNG – BOOKING HOLDINGS INCSell−49,923−4.11
≡WAT – WATERS CORPReduce 75.11%−613,573−2.99
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 46.27%−864,039−2.87
≡APD – AIR PRODUCTS AND CHEMICALS IAdd 137.13%320,0032.45
≡SYK – STRYKER CORPORATIONReduce 91.75%−229,259−1.46
≡CRM – SALESFORCE INCSell−354,805−1.30
≡GE – GE AEROSPACEReduce 22.61%−225,4301.18
≡FLUT – FLUTTER ENTMT PLCSell−487,027−0.97
≡EFX – EQUIFAX INCReduce 66.70%−269,335−0.93
≡MRSH – MARSH & MCLENNAN COS INCSell−261,527−0.89
≡V – VISA INCReduce 17.00%−201,8050.85
≡CSCO – CISCO SYS INCReduce 35.22%−1,072,0090.77
≡MA – MASTERCARD INCORPORATEDAdd 22.08%34,3490.75
≡AMZN – AMAZON COM INCReduce 34.04%−589,335−0.72
≡ADI – ANALOG DEVICES INCReduce 40.08%−412,642−0.70
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 11.71%−321,7680.67
≡LIN – LINDE PLCReduce 51.88%−69,842−0.52
≡CPRT – COPART INCAdd 139.57%382,5090.25
≡FICO – FAIR ISAAC CORPReduce 18.55%−23,5930.23
≡MCO – MOODYS CORPReduce 16.23%−82,9040.15
≡MSFT – MICROSOFT CORPReduce 14.55%−106,9900.13
≡WMB – WILLIAMS COS INCReduce 16.32%−289,7930.04
≡RELX – RELX PLCSell−23,447−0.02
Q1 2026filed May 15, 266 new7 added11 reduced1 exited
≡FLUT – FLUTTER ENTMT PLCReduce 84.34%−2,622,399−9.23
≡ALC – ALCON AGAdd 21.31%1,637,9564.34
≡SUNB – SUNBELT RENTALS HOLDINGS INCBuy3,185,2844.06
≡CPRT – COPART INCReduce 95.44%−5,736,076
Q4 2025filed Feb 17, 262 new3 added9 reduced3 exited
≡INTU – INTUITReduce 64.58%−435,549−4.14
≡CSCO – CISCO SYS INCBuy3,113,7063.65
≡CP – CANADIAN PACIFIC KANSAS CITYAdd 269.87%2,157,8012.47
≡BKNG – BOOKING HOLDINGS INCReduce 33.76%−21,817
Q3 2025filed Nov 13, 251 new2 added7 reduced3 exited
≡AMZN – AMAZON COM INCAdd 23.78%347,3851.60
≡ZTS – ZOETIS INCReduce 54.75%−827,222−1.55
≡GE – GE AEROSPACEReduce 35.97%−742,130−1.05
≡FICO – FAIR ISAAC CORPReduce 19.33%−29,627
Q2 2025filed Aug 13, 257 added6 reduced1 exited
≡ACN – ACCENTURE PLC IRELANDSell−1,238,638−5.01
≡FLUT – FLUTTER ENTMT PLCAdd 14.77%382,5373.28
≡INTU – INTUITAdd 21.59%119,9722.29
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 92.06%−306,418−2.01
Q1 2025filed May 14, 252 new10 added7 reduced3 exited
≡FLUT – FLUTTER ENTMT PLCBuy2,590,6737.42
≡PG – PROCTER AND GAMBLE COSell−1,172,423−2.72
≡WMG – WARNER MUSIC GROUP CORPSell−4,323,994−1.85
≡ALC – ALCON AGAdd 21.09%1,239,291
Q4 2024filed Feb 12, 252 new7 added7 reduced
≡FICO – FAIR ISAAC CORPReduce 33.12%−73,574−1.54
≡LIN – LINDE PLCReduce 63.78%−225,547−1.46
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 25.90%−109,689−1.16
≡CPRT – COPART INCAdd 21.12%765,6981.01
Q3 2024filed Nov 13, 246 added11 reduced1 exited
≡EL – LAUDER ESTEE COS INCSell−1,409,881−2.06
≡V – VISA INCAdd 34.65%460,8211.62
≡MSCI – MSCI INCReduce 55.36%−255,586−1.49
≡MRSH – MARSH & MCLENNAN COS INCAdd 32.70%486,2531.43
Q2 2024filed Aug 13, 242 new9 added3 reduced3 exited
≡EL – LAUDER ESTEE COS INCReduce 47.97%−1,299,976−3.86
≡ACN – ACCENTURE PLC IRELANDAdd 143.38%718,6912.63
≡AMZN – AMAZON COM INCBuy937,0042.49
≡FICO – FAIR ISAAC CORPAdd 27.42%68,371
Q1 2024filed May 14, 241 new9 added9 reduced3 exited
≡ANSYS INCSell−971,461−5.02
≡ACN – ACCENTURE PLC IRELANDReduce 57.82%−687,202−3.47
≡MSCI – MSCI INCAdd 384.31%349,7722.77
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 180.71%296,2462.55
Q4 2023filed Feb 15, 242 new9 added13 reduced
≡NKE – NIKE INCBuy1,866,4562.88
≡EL – LAUDER ESTEE COS INCAdd 304.84%1,408,8972.80
≡CPRT – COPART INCReduce 61.86%−3,433,998−2.42
≡ALLE – ALLEGION PLCReduce 81.08%−1,002,800−1.68
Q3 2023filed Nov 6, 234 new5 added11 reduced1 exited
≡LIN – LINDE PLCReduce 51.90%−646,532−3.54
≡GE – GENERAL ELECTRIC COBuy1,947,0263.51
≡CDNS – CADENCE DESIGN SYSTEM INCBuy618,4032.37
≡WAT – WATERS CORPBuy471,764
−3.40
≡MRSH – MARSH & MCLENNAN COS INCReduce 82.39%−1,223,333−3.31
≡WMB – WILLIAMS COS INCBuy1,775,9092.53
≡INTU – INTUITSell−238,876−2.41
≡MSFT – MICROSOFT CORPReduce 27.97%−285,501−2.19
≡SYK – STRYKER CORPORATIONBuy249,8831.61
≡MCO – MOODYS CORPReduce 30.65%−225,744−1.37
≡APD – AIR PRODUCTS AND CHEMICALS IBuy233,3561.33
≡CSL – CARLISLE COS INCBuy201,3771.32
≡ADI – ANALOG DEVICES INCReduce 17.51%−218,4861.26
≡LIN – LINDE PLCAdd 899.04%121,1551.22
≡EFX – EQUIFAX INCReduce 47.28%−362,181−1.11
≡CP – CANADIAN PACIFIC KANSAS CITYReduce 7.09%−209,5660.92
≡V – VISA INCReduce 17.46%−251,036−0.66
≡MA – MASTERCARD INCORPORATEDAdd 55.42%55,4830.65
≡BKNG – BOOKING HOLDINGS INCAdd 16.64%7,1220.63
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 10.39%−216,6360.61
≡WAT – WATERS CORPAdd 8.42%63,4740.41
≡GE – GE AEROSPACEReduce 10.14%−112,5420.33
≡FICO – FAIR ISAAC CORPAdd 12.79%14,427−0.24
≡CRM – SALESFORCE INCAdd 13.50%42,1970.04
≡RELX – RELX PLCBuy23,4470.02
−1.47
≡ZTS – ZOETIS INCSell−683,704−1.42
≡RACE – FERRARI N VAdd 49.28%311,9071.00
≡MRSH – MARSH & MCLENNAN COS INCReduce 17.50%−314,893−0.96
≡WAT – WATERS CORPReduce 6.63%−53,4930.92
≡EFX – EQUIFAX INCReduce 18.37%−172,393−0.89
≡MA – MASTERCARD INCORPORATEDBuy100,1090.87
≡CDNS – CADENCE DESIGN SYSTEM INCSell−168,767−0.84
≡LIN – LINDE PLCReduce 82.96%−65,609−0.45
≡GE – GE AEROSPACEReduce 16.01%−211,487−0.45
≡FICO – FAIR ISAAC CORPReduce 8.78%−10,8610.27
≡BAH – BOOZ ALLEN HAMILTON HLDG CORSell−86,866−0.12
≡CPRT – COPART INCAdd 8.74%482,8890.05
≡V – VISA INCReduce 9.27%−146,890−0.01
−0.91
≡CP – CANADIAN PACIFIC KANSAS CITYBuy799,5600.85
≡ILMN – ILLUMINA INCSell−533,954−0.64
≡CRM – SALESFORCE INCReduce 30.50%−143,126−0.52
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 28.04%36,9600.33
≡TMO – THERMO FISHER SCIENTIFIC INCSell−26,427−0.14
≡MSFT – MICROSOFT CORPReduce 16.00%−203,561−0.12
≡BKNG – BOOKING HOLDINGS INCReduce 6.50%−4,489−0.09
≡MCO – MOODYS CORPReduce 7.30%−60,411−0.04
≡CNI – CANADIAN NATL RY COSell−19,073−0.03
≡MRSH – MARSH & MCLENNAN COS INCReduce 16.00%−339,530−1.80
≡WAT – WATERS CORPReduce 11.26%−99,869−0.77
≡RACE – FERRARI N VAdd 10.42%60,9880.77
≡V – VISA INCReduce 7.47%−132,600−0.71
≡EFX – EQUIFAX INCAdd 19.52%148,9150.57
≡CPRT – COPART INCAdd 5.11%259,830−0.42
≡CRM – SALESFORCE INCAdd 30.38%109,3460.36
≡GE – GE AEROSPACEReduce 16.35%−403,2610.30
≡ILMN – ILLUMINA INCReduce 39.99%−355,760−0.27
≡ALC – ALCON AGAdd 8.40%597,835−0.13
1.84
≡MSCI – MSCI INCSell−208,903−1.73
≡ACN – ACCENTURE PLC IRELANDReduce 5.55%−72,827−1.36
≡CRM – SALESFORCE INCBuy359,9081.25
≡INTU – INTUITReduce 6.50%−38,668−0.74
≡MCO – MOODYS CORPAdd 26.53%173,3470.72
≡MSFT – MICROSOFT CORPAdd 9.45%107,983−0.56
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 38.64%−86,535−0.48
≡RACE – FERRARI N VReduce 5.58%−34,604−0.42
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 12.40%−323,230−0.26
≡CPRT – COPART INCAdd 15.71%689,6830.25
≡LIN – LINDE PLCReduce 33.63%−43,071−0.23
≡GE – GE AEROSPACEReduce 8.42%−226,7900.20
≡ADI – ANALOG DEVICES INCAdd 6.56%76,623−0.17
≡EFX – EQUIFAX INCAdd 5.05%36,659−0.15
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 6.07%19,061−0.11
≡WAT – WATERS CORPAdd 8.81%71,8360.06
≡CNI – CANADIAN NATL RY COAdd 73.52%8,0810.01
≡ILMN – ILLUMINA INCAdd 79.64%394,4280.00
≡ACN – ACCENTURE PLC IRELANDAdd 11.59%136,2360.96
≡WMG – WARNER MUSIC GROUP CORPReduce 36.99%−2,538,131−0.95
≡ILMN – ILLUMINA INCBuy495,2860.91
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 12.55%−373,931−0.87
≡INTU – INTUITAdd 8.31%45,6030.72
≡AMZN – AMAZON COM INCReduce 5.37%−79,9660.66
≡EFX – EQUIFAX INCAdd 32.09%176,4340.45
≡MSFT – MICROSOFT CORPReduce 9.68%−122,525−0.44
≡PG – PROCTER AND GAMBLE COAdd 10.81%114,3970.33
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 12.77%25,3660.23
≡BAH – BOOZ ALLEN HAMILTON HLDG CORBuy92,4900.16
≡CNI – CANADIAN NATL RY COAdd 10.91%1,0810.00
≡ICE – INTERCONTINENTAL EXCHANGE INCAdd 11.56%308,8001.21
≡AMZN – AMAZON COM INCAdd 58.83%551,2771.13
≡INTU – INTUITReduce 7.68%−45,631−0.93
≡FICO – FAIR ISAAC CORPReduce 30.07%−95,557−0.87
≡CPRT – COPART INCAdd 53.02%1,256,2640.71
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 34.55%−104,831−0.58
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 19.22%−100,775−0.57
≡BKNG – BOOKING HLDGS INCReduce 12.33%−10,626−0.54
≡ADI – ANALOG DEVICES INCAdd 21.03%195,3660.46
≡WMG – WARNER MUSIC GROUP CORPReduce 8.06%−601,682−0.34
≡GE – GENERAL ELECTRIC COReduce 7.05%−200,8380.28
≡EFX – EQUIFAX INCReduce 21.00%−146,154−0.21
≡WAT – WATERS CORPReduce 10.07%−88,4450.20
≡MCO – MOODYS CORPReduce 8.48%−63,320−0.09
2.09
≡NKE – NIKE INCSell−1,498,301−1.99
≡OTIS – OTIS WORLDWIDE CORPSell−761,938−1.07
≡MAR – MARRIOTT INTL INC NEWSell−261,008−0.93
≡ADI – ANALOG DEVICES INCAdd 27.99%203,1210.88
≡MSFT – MICROSOFT CORPAdd 8.31%92,8740.77
≡ZTS – ZOETIS INCReduce 13.83%−239,942−0.60
≡MRSH – MARSH & MCLENNAN COSAdd 16.62%211,9300.59
≡INTU – INTUITAdd 13.80%72,0970.56
≡CPRT – COPART INCReduce 15.42%−431,899−0.53
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 13.92%64,0650.20
≡GE – GENERAL ELECTRIC COAdd 15.63%385,1500.10
≡WMG – WARNER MUSIC GROUP CORPAdd 14.35%936,4170.09
≡CNI – CANADIAN NATL RY COBuy9,6580.02
≡URI – UNITED RENTALS INCSell−253,099−2.07
≡ADI – ANALOG DEVICES INCBuy725,7992.03
≡EL – LAUDER ESTEE COS INCAdd 44.83%838,7832.02
≡BKNG – BOOKING HLDGS INCReduce 26.16%−30,360−1.45
≡WMG – WARNER MUSIC GROUP CORPAdd 75.02%2,797,8361.15
≡V – VISA INCReduce 23.01%−379,443−1.09
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 48.46%−291,941−0.97
≡LIN – LINDE PLCReduce 36.51%−198,227−0.91
≡NKE – NIKE INCReduce 19.72%−368,155−0.89
≡CPRT – COPART INCAdd 32.32%684,2870.82
≡OTIS – OTIS WORLDWIDE CORPReduce 48.22%−709,471−0.80
≡ZTS – ZOETIS INCAdd 41.42%508,2380.71
≡PG – PROCTER AND GAMBLE COAdd 28.88%226,9940.69
≡ICE – INTERCONTINENTAL EXCHANGE INCReduce 16.78%−537,045−0.66
≡MRSH – MARSH & MCLENNAN COSAdd 7.94%93,8090.54
≡WAT – WARTERS CORPAdd 8.66%66,8410.47
≡ALLE – ALLEGION PLCSell−234,045−0.42
≡FICO – FAIR ISAAC CORPReduce 10.79%−30,148−0.22
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 51.56%−174,490−1.55
≡WAT – WATERS CORPAdd 63.62%300,1581.51
≡ACN – ACCENTURE PLC IRELANDReduce 17.97%−260,322−1.33
≡OTIS – OTIS WORLDWIDE CORPReduce 33.34%−736,011−1.02
≡V – VISA INCReduce 13.05%−247,542−1.01
≡GE – GENERAL ELECTRIC COAdd 26.42%514,3690.96
≡MSFT – MICROSOFT CORPAdd 13.53%132,9360.91
≡WMG – WARNER MUSIC GROUP CORPAdd 83.15%1,693,2590.86
≡EFX – EQUIFAX INCAdd 30.78%156,8920.83
≡BKNG – BOOKING HLDGS INCReduce 11.51%−15,098−0.73
≡MSCI – MSCI INCBuy91,0120.73
≡ICE – INTERCONTINENTAL EXCHANGE INCReduce 12.69%−464,905−0.73
≡ANSYS INCAdd 9.53%84,5080.71
≡ZTS – ZOETIS INCAdd 26.27%255,2370.69
≡PG – PROCTER AND GAMBLE COReduce 14.75%−135,981−0.55
≡RACE – FERRARI N VReduce 13.65%−110,305−0.55
≡LIN – LINDE PLCReduce 9.38%−56,179−0.47
≡MRSH – MARSH & MCLENNAN COSAdd 34.65%303,9670.46
≡INTU – INTUITReduce 13.77%−79,753−0.39
≡FICO – FAIR ISAAC CORPReduce 20.37%−71,514−0.35
2.11
≡BKNG – BOOKING HLDGS INCReduce 37.74%−79,491−2.01
≡ALLE – ALLEGION PLCReduce 44.05%−973,692−1.90
≡ZTS – ZOETIS INCAdd 122.66%535,2701.62
≡INTU – INTUITAdd 22.84%107,7011.57
≡EFX – EQUIFAX INCReduce 34.82%−272,276−1.26
≡ACN – ACCENTURE PLC IRELANDReduce 20.18%−366,386−1.20
≡DG – DOLLAR GEN CORP NEWSell−450,666−1.16
≡WMG – WARNER MUSIC GROUP CORPBuy2,036,2951.04
≡MRSH – MARSH & MCLENNAN COSAdd 22.56%161,4980.69
≡RACE – FERRARI N VReduce 12.95%−120,186−0.68
≡EL – LAUDER ESTEE COS INCReduce 21.67%−127,827−0.66
≡OTIS – OTIS WORLDWIDE CORPReduce 14.60%−377,483−0.59
≡ICE – INTERCONTINENTAL EXCHANGE INCReduce 12.04%−501,795−0.54
≡MSFT – MICROSOFT CORPReduce 8.74%−94,066−0.49
≡CPRT – COPART INCAdd 121.35%3,043,2920.44
≡MAR – MARRIOTT INTL INC NEWReduce 41.49%−188,586−0.41
≡ANSYS INCAdd 6.56%54,5760.15