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LONDON, X0 · CIK 0001376879
New positions
0
Added to
5
Trimmed
17
Exited
5
Source: SEC 13F-HR filing filed on 2026-08-12 ·View on SEC.gov →
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ALCALCON AG | $651.94M | 15.19% | +3.8% |
| 2 | SUNBSUNBELT RENTALS HOLDINGS INC | $454.46M | 10.59% | +90.7% |
| 3 | VVISA INC | $337.99M | 7.87% | -17.0% |
| 4 | RACEFERRARI N V | $328.94M | 7.66% | -4.3% |
| 5 | GEGE AEROSPACE | $288.30M | 6.72% | -22.6% |
| 6 | AMZNAMAZON COM INC | $272.14M | 6.34% | -34.0% |
| 7 | ADIANALOG DEVICES INC | $245.01M | 5.71% | -40.1% |
| 8 | MSFTMICROSOFT CORP | $234.34M | 5.46% | -14.6% |
| 9 | CSCOCISCO SYS INC | $231.59M | 5.40% | -35.2% |
| 10 | CPCANADIAN PACIFIC KANSAS CITY | $210.22M | 4.90% | -11.7% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| ALCALCON AG | $651.94M | 9,683,004 | +3.8% |
| SUNBSUNBELT RENTALS HOLDINGS INC | $454.46M | 6,074,817 | +90.7% |
| APDAIR PRODUCTS AND CHEMICALS I | $162.23M | 553,359 | +137.1% |
| MAMASTERCARD INCORPORATED | $97.55M | 189,941 | +22.1% |
| CPRTCOPART INC | $18.51M | 656,567 | +139.6% |
As of Q2 2026, AKO CAPITAL LLP reported a portfolio value of $4.29B across 22 positions in their 13F filing.
AKO CAPITAL LLP's largest holding is ALC with a position worth $651.94M. Their top holdings include ALC, SUNB, V, RACE, GE.
In Q2 2026, AKO CAPITAL LLP made the following changes to their portfolio: 5 positions sold out, 5 positions increased, 17 positions reduced.
AKO CAPITAL LLP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.