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LONDON, X0 · CIK 0001376879
New positions
0
Added to
5
Trimmed
17
Exited
5
AKO CAPITAL LLP (LONDON, X0) reported a portfolio value of $4.29B across 22 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 75.8% of the portfolio.
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% |
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