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LONDON, X0 · CIK 0001376879
Portfolio Value
$7.14B
Positions
25
New
0
Increased
14
Decreased
11
Sold Out
0
AKO CAPITAL LLP (LONDON, X0) reported a portfolio value of $7.14B across 25 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 62.4% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TMOTHERMO FISHER SCIENTIFIC INC | $658.73M | 9.23% | +0.5% |
| 2 | ACNACCENTURE PLC IRELAND | $636.14M | 8.91% | +0.3% |
| 3 | BKNGBOOKING HLDGS INC | $603.88M | 8.46% | -10.9% |
| 4 | VVISA INC | $477.00M | 6.68% | +84.4% |
| 5 | EFXEQUIFAX INC | $406.21M | 5.69% | +8.0% |
| 6 | ICEINTERCONTINENTAL EXCHANGE INC | $387.19M | 5.42% | +12.2% |
| 7 | ELLAUDER ESTEE COS INC | $330.89M | 4.63% | +0.5% |
| 8 | ALCALCON INC | $327.65M | 4.59% | -12.3% |
| 9 | DGDOLLAR GEN CORP NEW | $318.79M | 4.47% | +51.0% |
| 10 | LINLINDE PLC | $307.56M | 4.31% | -46.3% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| TMOTHERMO FISHER SCIENTIFIC INC | $658.73M | 1,212,500 | +0.5% |
| ACNACCENTURE PLC IRELAND | $636.14M | 2,291,153 | +0.3% |
| VVISA INC | $477.00M | 2,422,668 | +84.4% |
| EFXEQUIFAX INC | $406.21M | 2,222,389 | +8.0% |
| ICEINTERCONTINENTAL EXCHANGE INC | $387.19M | 4,117,261 | +12.2% |
| ELLAUDER ESTEE COS INC | $330.89M | 1,299,274 | +0.5% |
| DGDOLLAR GEN CORP NEW | $318.79M | 1,298,840 | +51.0% |
| DEODIAGEO PLC | $296.95M | 1,705,411 | +1.4% |
| ADBEADOBE INC | $279.89M | 764,612 | +3.9% |
| ALLEALLEGION PLC | $241.76M | 2,469,441 | +37.7% |
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