AKO Capital
AKO Capital · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $4.29B
- Holdings
- 22
- Top 10
- 75.8%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
ALCON AG · ORD SHS | 15.19% | $651.94M | 9.68M | +3.84% |
SUNBELT RENTALS HOLDINGS INC · SHS | 10.59% | $454.46M | 6.07M | +90.72% |
VISA INC · COM CL A | 7.87% | $337.99M | 985.13K | −17.00% |
FERRARI N V · COM | 7.66% | $328.94M | 886.36K | −4.33% |
GE AEROSPACE · COM NEW | 6.72% | $288.30M | 771.42K | −22.61% |
AMAZON COM INC · COM | 6.34% | $272.14M | 1.14M | −34.04% |
ANALOG DEVICES INC · COM | 5.71% | $245.01M | 616.88K | −40.08% |
MICROSOFT CORP · COM | 5.46% | $234.34M | 628.22K | −14.55% |
CISCO SYS INC · COM | 5.40% | $231.59M | 1.97M | −35.22% |
CANADIAN PACIFIC KANSAS CITY · COM | 4.90% | $210.22M | 2.43M | −11.71% |
MOODYS CORP · COM | 4.52% | $193.81M | 427.92K | −16.23% |
AIR PRODUCTS AND CHEMICALS I · COM | 3.78% | $162.23M | 553.36K | +137.13% |
FAIR ISAAC CORP · COM | 2.88% | $123.80M | 103.62K | −18.55% |
INTERCONTINENTAL EXCHANGE IN · COM | 2.88% | $123.54M | 1.00M | −46.27% |
WILLIAMS COS INC · COM | 2.57% | $110.48M | 1.49M | −16.32% |
MASTERCARD INCORPORATED · CL A | 2.27% | $97.55M | 189.94K | +22.08% |
WATERS CORP · COM | 1.78% | $76.27M | 203.36K | −75.11% |
CARLISLE COS INC · COM | 1.62% | $69.44M | 191.41K | −4.95% |
LINDE PLC · SHS | 0.78% | $33.62M | 64.79K | −51.88% |
EQUIFAX INC · COM | 0.50% | $21.34M | 134.44K | −66.70% |
COPART INC · COM | 0.43% | $18.51M | 656.57K | +139.57% |
STRYKER CORPORATION · COM | 0.15% | $6.49M | 20.62K | −91.75% |