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AKO CAPITAL LLP

LONDON, X0 · CIK 0001376879

Portfolio Value: $10.27B
Positions: 24
Period: 2021-12-31
Filed: 2022-02-04
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016

Portfolio Value

$10.27B

Positions

24

New

0

Increased

11

Decreased

13

Sold Out

21

AKO CAPITAL LLP Q4 2021 13F Filing Summary

AKO CAPITAL LLP (LONDON, X0) reported a portfolio value of $10.27B across 24 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). Top holdings include BKNG ($1.26B), ACN ($1.03B), LIN ($995.96M). The top 10 positions account for 67.6% of the portfolio. This quarter saw 11 increases, 13 reductions, 21 complete exits. Notable exits: PINS, ABEV, IESC.

All Holdings

#StockValue↓WeightChange
1
BKNGBOOKING HLDGS INC
COM
$1.26B
12.23%
+36.5%
2
ACNACCENTURE PLC IRELAND
SHS CLASS A
$1.03B
9.99%
+10.1%
3
LINLINDE PLC
COM
$995.96M
9.70%
-24.6%
4
TMOTHERMO FISHER SCIENTIFIC INC
COM
$820.64M
7.99%
+7.7%
5
INTRINTERCONTINENTAL EXCHANGE INC
COM
$523.62M
5.10%
+35.1%
6
EFXEQUIFAX INC
COM
$480.86M
4.68%
+6.5%
7
ELLAUDER ESTEE COS INC
CL A
$473.16M
4.61%
+6.2%
8
ALCALCON INC
ORD SHS
$467.37M
4.55%
-4.0%
9
GOOGALPHABET INC
CAP STK CL C
$465.31M
4.53%
-25.7%
10
ZTSZOETIS INC
CL A
$437.29M
4.26%
-16.9%
11
PGPROCTER AND GAMBLE CO
COM
$409.64M
3.99%
+28.6%
12
NKENIKE INC
CL B
$396.68M
3.86%
-10.6%
13
DEODIAGEO PLC
SPON ADR NEW
$382.67M
3.73%
+21.4%
14
EBAYEBAY INC
COM
$327.98M
3.19%
-33.0%
15
OTISOTIS WORLDWIDE CORP
COM
$324.27M
3.16%
-22.3%
16
MCOMOODYS CORP
COM
$279.74M
2.72%
-24.7%
17
RACEFERRARI N V
COM
$245.17M
2.39%
-4.0%
18
ADBEADOBE INC
COM
$212.37M
2.07%
+4.1%
19
ALLEALLEGION PLC
ORD SHS
$153.16M
1.49%
-41.9%
20
ANSSANSYS INC
COM
$137.48M
1.34%
+15.6%
21
VVISA INC
COM CL A
$125.74M
1.22%
-54.9%
22
FICOFAIR ISAAC CORP
COM
$110.27M
1.07%
+4.1%
23
CHTRCHARTER COMMUNICATIONS INC N
CL A
$109.99M
1.07%
-32.4%
24
MARMARRIOTT INTL INC NEW
CL A
$109.85M
1.07%
-16.8%

Position Changes

StockValueShares% Chg
BKNGBOOKING HLDGS INC
$1.26B523,490+36.5%
ACNACCENTURE PLC IRELAND
$1.03B2,474,492+10.1%
TMOTHERMO FISHER SCIENTIFIC INC
$820.64M1,229,899+7.7%
INTRINTERCONTINENTAL EXCHANGE INC
$523.62M3,828,454+35.1%
EFXEQUIFAX INC
$480.86M1,642,337+6.5%
ELLAUDER ESTEE COS INC
$473.16M1,278,114+6.2%
PGPROCTER AND GAMBLE CO
$409.64M2,504,218+28.6%
DEODIAGEO PLC
$382.67M1,738,289+21.4%
ADBEADOBE INC
$212.37M374,518+4.1%
ANSSANSYS INC
$137.48M342,737+15.6%
FICOFAIR ISAAC CORP
$110.27M254,262+4.1%