13FBOX
AKO CAPITAL LLP · 13F Holdings
Options Calculator Rankings

AKO CAPITAL LLP

No.1063
Latest AUM (Q2 2026)
$4.29B
QoQ Change Q1 2026
-$817.5M-16.0%
Holdings
22
New Buys
0
Adds
5
Reduces
17
Exits
5
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALCON AG ORD SHSALC
15.14%13.62%$649.7M9.7M$695.6M9.3M+358,348+3.84%Add
SSUNBELT RENTALS HOLDINGS INC SHSSUN
10.59%4.06%$454.5M6.1M$207.3M3.2M+2.9M+90.72%Add
VISA INCV
7.88%7.02%$338.0M985,126$358.7M1.2M-201,805-17.00%Reduce
FERRARI N V COMRACE
7.69%6.08%$330.0M886,360$310.8M926,523-40,163-4.33%Reduce
GE AEROSPACEGE
6.72%5.54%$288.3M771,417$282.9M996,847-225,430-22.61%Reduce
AMAZON COM INCAMZN
6.34%7.06%$272.1M1.1M$360.6M1.7M-589,335-34.04%Reduce
ANALOG DEVICES INC COMADI
5.71%6.41%$245.0M616,881$327.5M1.0M-412,642-40.08%Reduce
MICROSOFT CORPMSFT
5.46%5.33%$234.3M628,224$272.2M735,214-106,990-14.55%Reduce
CISCO SYS INCCSCO
5.4%4.62%$231.6M2.0M$236.2M3.0M-1.1M-35.22%Reduce
CANADIAN PACIFIC KANSAS CITYCP
4.9%4.23%$210.2M2.4M$216.1M2.7M-321,768-11.71%Reduce
MOODYS CORPMCO
4.52%4.36%$193.8M427,920$222.8M510,824-82,904-16.23%Reduce
AIR PRODUCTS AND CHEMICALS IAPD
3.78%1.33%$162.2M553,359$67.8M233,356+320,003+137.13%Add
FAIR ISAAC CORPFICO
2.89%2.66%$123.8M103,619$135.8M127,212-23,593-18.55%Reduce
INTERCONTINENTAL EXCHANGE INC COMICE
2.88%5.75%$123.5M1.0M$293.7M1.9M-864,039-46.27%Reduce
WILLIAMS COS INCWMB
2.57%2.53%$110.5M1.5M$129.3M1.8M-289,793-16.32%Reduce
MASTERCARD INCORPORATEDMA
2.27%1.52%$97.6M189,941$77.7M155,592+34,349+22.08%Add
WATERS CORPWAT
1.78%4.76%$76.3M203,356$243.3M816,929-613,573-75.11%Reduce
CARLISLE COS INCCSL
1.62%1.32%$69.4M191,414$67.2M201,377-9,963-4.95%Reduce
LINDE PLCLIN
0.78%1.31%$33.6M64,789$66.7M134,631-69,842-51.88%Reduce
EQUIFAX INCEFX
0.5%1.42%$21.3M134,439$72.7M403,774-269,335-66.70%Reduce
COPART INC COMCPRT
0.43%0.18%$18.5M656,567$9.1M274,058+382,509+139.57%Add
STRYKER CORPORATIONSYK
0.15%1.61%$6.5M20,624$82.1M249,883-229,259-91.75%Reduce

🧭 Institutional Sector Flow Heatmap

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