AKO Capital portfolio
Every US-listed position AKO Capital LLP reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-12. 22 positions at the quarter end, after opening 0 and exiting 5 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| ALC | Alcon Inc | 15.19% | $651.94M | 9,683,004 | Added |
| SUNB | Sunbelt Rentals Holdings, Inc. | 10.59% | $454.46M | 6,074,817 | Added |
| V | Visa Inc. | 7.87% | $337.99M | 985,126 | Trimmed |
| RACE | Ferrari N.V. | 7.66% | $328.94M | 886,360 | Trimmed |
| GE | General Electric Co | 6.72% | $288.30M | 771,417 | Trimmed |
| AMZN | Amazon.com Inc | 6.34% | $272.14M | 1,141,835 | Trimmed |
| ADI | Analog Devices Inc | 5.71% | $245.01M | 616,881 | Trimmed |
| MSFT | Microsoft Corp | 5.46% | $234.34M | 628,224 | Trimmed |
| CSCO | Cisco Systems, Inc. | 5.40% | $231.59M | 1,971,628 | Trimmed |
| CP | Canadian Pacific Kansas City Ltd | 4.90% | $210.22M | 2,426,027 | Trimmed |
| MCO | Moody's Corp | 4.52% | $193.81M | 427,920 | Trimmed |
| APD | Air Products & Chemicals, Inc. | 3.78% | $162.23M | 553,359 | Added |
| FICO | Fair Isaac Corp | 2.88% | $123.80M | 103,619 | Trimmed |
| ICE | Intercontinental Exchange, Inc. | 2.88% | $123.54M | 1,003,510 | Trimmed |
| WMB | Williams Companies, Inc. | 2.57% | $110.48M | 1,486,116 | Trimmed |
| MA | Mastercard Inc | 2.27% | $97.55M | 189,941 | Added |
| WAT | Waters Corp | 1.78% | $76.27M | 203,356 | Trimmed |
| CSL | Carlisle Companies Inc | 1.62% | $69.44M | 191,414 | Trimmed |
| LIN | Linde plc | 0.78% | $33.62M | 64,789 | Trimmed |
| EFX | Equifax Inc | 0.50% | $21.34M | 134,439 | Trimmed |
| CPRT | Copart Inc | 0.43% | $18.51M | 656,567 | Added |
| SYK | Stryker Corp | 0.15% | $6.49M | 20,624 | Trimmed |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Added | ALC | Alcon Inc | +358,348 | $651.94M |
| Added | SUNB | Sunbelt Rentals Holdings, Inc. | +2,889,533 | $454.46M |
| Trimmed | V | Visa Inc. | -201,805 | $337.99M |
| Trimmed | RACE | Ferrari N.V. | -40,163 | $328.94M |
| Trimmed | GE | General Electric Co | -225,430 | $288.30M |
| Trimmed | AMZN | Amazon.com Inc | -589,335 | $272.14M |
| Trimmed | ADI | Analog Devices Inc | -412,642 | $245.01M |
| Trimmed | MSFT | Microsoft Corp | -106,990 | $234.34M |
| Trimmed | CSCO | Cisco Systems, Inc. | -1,072,009 | $231.59M |
| Trimmed | CP | Canadian Pacific Kansas City Ltd | -321,768 | $210.22M |
| Trimmed | MCO | Moody's Corp | -82,904 | $193.81M |
| Added | APD | Air Products & Chemicals, Inc. | +320,003 | $162.23M |
| Trimmed | FICO | Fair Isaac Corp | -23,593 | $123.80M |
| Trimmed | ICE | Intercontinental Exchange, Inc. | -864,039 | $123.54M |
| Trimmed | WMB | Williams Companies, Inc. | -289,793 | $110.48M |
| Added | MA | Mastercard Inc | +34,349 | $97.55M |
| Trimmed | WAT | Waters Corp | -613,573 | $76.27M |
| Trimmed | CSL | Carlisle Companies Inc | -9,963 | $69.44M |
| Trimmed | LIN | Linde plc | -69,842 | $33.62M |
| Trimmed | EFX | Equifax Inc | -269,335 | $21.34M |
| Added | CPRT | Copart Inc | +382,509 | $18.51M |
| Trimmed | SYK | Stryker Corp | -229,259 | $6.49M |
| Sold | MRSH | Marsh & McLennan Companies, Inc. | -261,527 | - |
| Sold | FLUT | Flutter Entertainment plc | -487,027 | - |
| Sold | RELX | RELX plc | -23,447 | - |
The 25 largest changes by value. The full quarter, filterable by action, loads below.
Other investors
Chuck AkreSeth KlarmanDavid RolfeJohn ArmitageBruce BerkowitzBill GatesTriple Frond PartnersDavid Tepper