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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
≡APD – AIR PRODUCTS AND CHEMICALS IAdd 137.13%320,0032.45
≡MA – MASTERCARD INCORPORATEDAdd 22.08%34,3490.75
≡CPRT – COPART INCAdd 139.57%382,5090.25
Q1 2026filed May 15, 266 new7 added11 reduced1 exited
≡ALC – ALCON AGAdd 21.31%1,637,9564.34
≡SUNB – SUNBELT RENTALS HOLDINGS INCBuy3,185,2844.06
≡WMB – WILLIAMS COS INCBuy1,775,9092.53
≡SYK – STRYKER CORPORATIONBuy
Q4 2025filed Feb 17, 262 new3 added9 reduced3 exited
≡CSCO – CISCO SYS INCBuy3,113,7063.65
≡CP – CANADIAN PACIFIC KANSAS CITYAdd 269.87%2,157,8012.47
≡RACE – FERRARI N VAdd 49.28%311,9071.00
≡MA – MASTERCARD INCORPORATEDBuy
Q3 2025filed Nov 13, 251 new2 added7 reduced3 exited
≡AMZN – AMAZON COM INCAdd 23.78%347,3851.60
≡CP – CANADIAN PACIFIC KANSAS CITYBuy799,5600.85
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 28.04%36,9600.33
Q2 2025filed Aug 13, 257 added6 reduced1 exited
≡FLUT – FLUTTER ENTMT PLCAdd 14.77%382,5373.28
≡INTU – INTUITAdd 21.59%119,9722.29
≡RACE – FERRARI N VAdd 10.42%60,9880.77
≡EFX – EQUIFAX INCAdd 19.52%148,9150.57
Q1 2025filed May 14, 252 new10 added7 reduced3 exited
≡FLUT – FLUTTER ENTMT PLCBuy2,590,6737.42
≡ALC – ALCON AGAdd 21.09%1,239,2911.84
≡CRM – SALESFORCE INCBuy359,9081.25
≡MCO – MOODYS CORPAdd 26.53%173,347
Q4 2024filed Feb 12, 252 new7 added7 reduced
≡CPRT – COPART INCAdd 21.12%765,6981.01
≡ACN – ACCENTURE PLC IRELANDAdd 11.59%136,2360.96
≡ILMN – ILLUMINA INCBuy495,2860.91
≡INTU – INTUITAdd 8.31%45,6030.72
Q3 2024filed Nov 13, 246 added11 reduced1 exited
≡V – VISA INCAdd 34.65%460,8211.62
≡MRSH – MARSH & MCLENNAN COS INCAdd 32.70%486,2531.43
≡ICE – INTERCONTINENTAL EXCHANGE INCAdd 11.56%308,8001.21
≡AMZN – AMAZON COM INCAdd 58.83%551,277
Q2 2024filed Aug 13, 242 new9 added3 reduced3 exited
≡ACN – ACCENTURE PLC IRELANDAdd 143.38%718,6912.63
≡AMZN – AMAZON COM INCBuy937,0042.49
≡FICO – FAIR ISAAC CORPAdd 27.42%68,3712.09
≡ADI – ANALOG DEVICES INCAdd 27.99%203,121
Q1 2024filed May 14, 241 new9 added9 reduced3 exited
≡MSCI – MSCI INCAdd 384.31%349,7722.77
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 180.71%296,2462.55
≡ADI – ANALOG DEVICES INCBuy725,7992.03
≡EL – LAUDER ESTEE COS INCAdd 44.83%838,783
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
≡WAT – WATERS CORPAdd 63.62%300,1581.51
≡GE – GENERAL ELECTRIC COAdd 26.42%514,369
Q3 2023filed Nov 6, 234 new5 added11 reduced1 exited
≡GE – GENERAL ELECTRIC COBuy1,947,0263.51
≡CDNS – CADENCE DESIGN SYSTEM INCBuy618,4032.37
≡WAT – WATERS CORPBuy471,7642.11
≡ZTS – ZOETIS INCAdd 122.66%535,270
249,883
1.61
≡APD – AIR PRODUCTS AND CHEMICALS IBuy233,3561.33
≡CSL – CARLISLE COS INCBuy201,3771.32
≡LIN – LINDE PLCAdd 899.04%121,1551.22
≡MA – MASTERCARD INCORPORATEDAdd 55.42%55,4830.65
≡BKNG – BOOKING HOLDINGS INCAdd 16.64%7,1220.63
≡WAT – WATERS CORPAdd 8.42%63,4740.41
≡FICO – FAIR ISAAC CORPAdd 12.79%14,427−0.24
≡CRM – SALESFORCE INCAdd 13.50%42,1970.04
≡RELX – RELX PLCBuy23,4470.02
100,109
0.87
≡CPRT – COPART INCAdd 8.74%482,8890.05
≡CPRT – COPART INCAdd 5.11%259,830−0.42
≡CRM – SALESFORCE INCAdd 30.38%109,3460.36
≡ALC – ALCON AGAdd 8.40%597,835−0.13
0.72
≡MSFT – MICROSOFT CORPAdd 9.45%107,983−0.56
≡CPRT – COPART INCAdd 15.71%689,6830.25
≡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
≡EFX – EQUIFAX INCAdd 32.09%176,4340.45
≡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
1.13
≡CPRT – COPART INCAdd 53.02%1,256,2640.71
≡ADI – ANALOG DEVICES INCAdd 21.03%195,3660.46
0.88
≡MSFT – MICROSOFT CORPAdd 8.31%92,8740.77
≡MRSH – MARSH & MCLENNAN COSAdd 16.62%211,9300.59
≡INTU – INTUITAdd 13.80%72,0970.56
≡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
2.02
≡WMG – WARNER MUSIC GROUP CORPAdd 75.02%2,797,8361.15
≡CPRT – COPART INCAdd 32.32%684,2870.82
≡ZTS – ZOETIS INCAdd 41.42%508,2380.71
≡PG – PROCTER AND GAMBLE COAdd 28.88%226,9940.69
≡MRSH – MARSH & MCLENNAN COSAdd 7.94%93,8090.54
≡WAT – WARTERS CORPAdd 8.66%66,8410.47
0.96
≡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
≡MSCI – MSCI INCBuy91,0120.73
≡ANSYS INCAdd 9.53%84,5080.71
≡ZTS – ZOETIS INCAdd 26.27%255,2370.69
≡MRSH – MARSH & MCLENNAN COSAdd 34.65%303,9670.46
1.62
≡INTU – INTUITAdd 22.84%107,7011.57
≡WMG – WARNER MUSIC GROUP CORPBuy2,036,2951.04
≡MRSH – MARSH & MCLENNAN COSAdd 22.56%161,4980.69
≡CPRT – COPART INCAdd 121.35%3,043,2920.44
≡ANSYS INCAdd 6.56%54,5760.15