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AKO CAPITAL LLP

LONDON, X0 · CIK 0001376879

Portfolio Value: $7.14B
Positions: 25
Period: 2022-06-30
Filed: 2022-08-09
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

$7.14B

Positions

25

New

0

Increased

14

Decreased

11

Sold Out

21

AKO CAPITAL LLP Q2 2022 13F Filing Summary

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). Top holdings include TMO ($658.73M), ACN ($636.14M), BKNG ($603.88M). The top 10 positions account for 62.4% of the portfolio. This quarter saw 14 increases, 11 reductions, 21 complete exits. Notable exits: PINS, ABEV, IESC.

All Holdings

#StockValue↓WeightChange
1
TMOTHERMO FISHER SCIENTIFIC INC
COM
$658.73M
9.23%
+0.5%
2
ACNACCENTURE PLC IRELAND
SHS CLASS A
$636.14M
8.91%
+0.3%
3
BKNGBOOKING HLDGS INC
COM
$603.88M
8.46%
-10.9%
4
VVISA INC
COM CL A
$477.00M
6.68%
+84.4%
5
EFXEQUIFAX INC
COM
$406.21M
5.69%
+8.0%
6
INTRINTERCONTINENTAL EXCHANGE INC
COM
$387.19M
5.42%
+12.2%
7
ELLAUDER ESTEE COS INC
CL A
$330.89M
4.63%
+0.5%
8
ALCALCON INC
ORD SHS
$327.65M
4.59%
-12.3%
9
DGDOLLAR GEN CORP NEW
COM
$318.79M
4.47%
+51.0%
10
LINLINDE PLC
COM
$307.56M
4.31%
-46.3%
11
DEODIAGEO PLC
SPON ADR NEW
$296.95M
4.16%
+1.4%
12
ADBEADOBE INC
COM
$279.89M
3.92%
+3.9%
13
ZTSZOETIS INC
CL A
$251.17M
3.52%
-16.0%
14
OTISOTIS WORLDWIDE CORP
COM
$247.24M
3.46%
-10.1%
15
ALLEALLEGION PLC
ORD SHS
$241.76M
3.39%
+37.7%
16
FICOFAIR ISAAC CORP
COM
$196.82M
2.76%
+26.5%
17
NKENIKE INC
CL B
$195.56M
2.74%
-30.3%
18
RACEFERRARI N V
COM
$175.13M
2.45%
+0.3%
19
PGPROCTER AND GAMBLE CO
COM
$173.07M
2.42%
-38.7%
20
ANSSANSYS INC
COM
$146.61M
2.05%
+21.1%
21
CHTRCHARTER COMMUNICATIONS INC N
CL A
$119.56M
1.67%
-16.1%
22
GOOGALPHABET INC
CAP STK CL C
$98.16M
1.37%
-74.6%
23
MARMARRIOTT INTL INC NEW
CL A
$92.86M
1.30%
+1.5%
24
EBAYEBAY INC
COM
$89.17M
1.25%
-55.4%
25
MCOMOODYS CORP
COM
$81.16M
1.14%
-55.2%

Position Changes

StockValueShares% Chg
TMOTHERMO FISHER SCIENTIFIC INC
$658.73M1,212,500+0.5%
ACNACCENTURE PLC IRELAND
$636.14M2,291,153+0.3%
VVISA INC
$477.00M2,422,668+84.4%
EFXEQUIFAX INC
$406.21M2,222,389+8.0%
INTRINTERCONTINENTAL EXCHANGE INC
$387.19M4,117,261+12.2%
ELLAUDER ESTEE COS INC
$330.89M1,299,274+0.5%
DGDOLLAR GEN CORP NEW
$318.79M1,298,840+51.0%
DEODIAGEO PLC
$296.95M1,705,411+1.4%
ADBEADOBE INC
$279.89M764,612+3.9%
ALLEALLEGION PLC
$241.76M2,469,441+37.7%
FICOFAIR ISAAC CORP
$196.82M490,935+26.5%
RACEFERRARI N V
$175.13M954,924+0.3%
ANSSANSYS INC
$146.61M612,674+21.1%
MARMARRIOTT INTL INC NEW
$92.86M682,783+1.5%