AKO CAPITAL LLP

LONDON, X0 · CIK 0001376879

Portfolio Value: $7.71B

Positions: 26

Period: 2025-03-31

Filed: 2025-05-14

Portfolio Value

$7.71B

Positions

New

Increased

Decreased

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AKO CAPITAL LLP Q1 2025 13F Filing Summary

AKO CAPITAL LLP (LONDON, X0) reported a portfolio value of $7.71B across 26 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). Top holdings include ALC ($672.56M), V ($622.41M), FLUT ($571.76M). The top 10 positions account for 63.0% of the portfolio. This quarter saw 2 new positions, 16 increases, 8 reductions, 38 complete exits. Notable new buys: FLUT ($571.76M), CRM ($96.58M). Notable exits: WMG, PG, MSCI.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	ALCALCON AG ORD SHS	H01301128	$672.56M	7,115,571	8.73%	+21.1%
2	VVISA INC COM CL A	92826C839	$622.41M	1,775,973	8.08%	+1.1%
3	FLUTFLUTTER ENTMT PLC SHS	G3643J108	$571.76M	2,590,673	7.42%	New
4	NNBRMARSH & MCLENNAN COS INC COM	571748102	$517.77M	2,121,730	6.72%	+2.9%
5	GEGE AEROSPACE COM NEW	369604301	$493.62M	2,466,267	6.40%	-8.4%
6	MSFTMICROSOFT CORP COM	594918104	$469.51M	1,250,718	6.09%	+9.4%
7	INTRINTERCONTINENTAL EXCHANGE IN COM	45866F104	$393.72M	2,282,427	5.11%	-12.4%
8	ACNACCENTURE PLC IRELAND SHS CLASS A	G1151C101	$386.50M	1,238,638	5.01%	-5.6%
9	MCOMOODYS CORP COM	615369105	$385.00M	826,734	5.00%	+26.5%
10	INTUINTUIT COM	461202103	$341.26M	555,811	4.43%	-6.5%
11	BKNGBOOKING HOLDINGS INC COM	09857L108	$331.94M	72,052	4.31%	-0.6%
12	WATWATERS CORP COM	941848103	$327.00M	887,215	4.24%	+8.8%
13	CPRTCOPART INC COM	217204106	$287.54M	5,081,145	3.73%	+15.7%
14	FICOFAIR ISAAC CORP COM	303250104	$277.84M	150,660	3.60%	+1.4%
15	AMZNAMAZON COM INC COM	23135106	$273.58M	1,437,908	3.55%	+2.1%
16	ZTSZOETIS INC CL A	98978V103	$250.92M	1,523,960	3.26%	+1.2%
17	ADIANALOG DEVICES INC COM	32654105	$250.85M	1,243,847	3.25%	+6.6%
18	RACEFERRARI N V COM	N3167Y103	$248.67M	585,118	3.23%	-5.6%
19	EFXEQUIFAX INC COM	294429105	$185.81M	762,905	2.41%	+5.0%
20	TMOTHERMO FISHER SCIENTIFIC INC COM	883556102	$165.62M	332,845	2.15%	+6.1%
21	CRMSALESFORCE INC COM	79466L302	$96.58M	359,908	1.25%	New
22	ILMNILLUMINA INC COM	452327109	$70.59M	889,714	0.92%	+79.6%
23	LINLINDE PLC SHS	G54950103	$39.58M	84,991	0.51%	-33.6%
24	CDNSCADENCE DESIGN SYSTEM INC COM	127387108	$34.95M	137,409	0.45%	-38.6%
25	BAHBOOZ ALLEN HAMILTON HLDG COR CL A	99502106	$9.78M	93,472	0.13%	+1.1%
26	CNICANADIAN NATL RY CO COM	136375102	$1.86M	19,073	0.02%	+73.5%

Position Changes

Stock	Value	Shares
FLUTFLUTTER ENTMT PLC	$571.76M	2,590,673
CRMSALESFORCE INC	$96.58M	359,908