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LONDON, X0 · CIK 0001376879
New positions
6
Added to
7
Trimmed
14
Exited
1
AKO CAPITAL LLP (LONDON, X0) reported a portfolio value of $5.11B across 27 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 66.2% of the portfolio.
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ALCALCON AG | $695.60M | 13.62% | +21.3% |
| 2 | AMZNAMAZON COM INC | $360.55M | 7.06% | -0.4% |
| 3 | VVISA INC | $358.74M | 7.02% | -17.5% |
| 4 | ADIANALOG DEVICES INC | $327.53M | 6.41% | -17.5% |
| 5 | RACEFERRARI N V | $310.80M | 6.08% | -1.9% |
| 6 | ICEINTERCONTINENTAL EXCHANGE IN | $293.73M | 5.75% | -10.4% |
| 7 | GEGE AEROSPACE | $282.88M | 5.54% | -10.1% |
| 8 | MSFTMICROSOFT CORP | $272.15M | 5.33% | -28.0% |
| 9 | WATWATERS CORP | $243.28M | 4.76% | +8.4% |
| 10 | CSCOCISCO SYS INC | $236.16M | 4.62% | -2.3% |
| Stock | Value | Shares |
|---|---|---|
| SUNBSUNBELT RENTALS HOLDINGS INC | $207.33M | 3,185,284 |
| WMBWILLIAMS COS INC | $129.25M | 1,775,909 |
| SYKSTRYKER CORPORATION | $82.11M | 249,883 |
| APDAIR PRODUCTS AND CHEMICALS I | $67.79M | 233,356 |
| CSLCARLISLE COS INC | $67.18M | 201,377 |
| RELXRELX PLC | $777.00K | 23,447 |
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