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LONDON, X0 · CIK 0001376879
Portfolio Value
$7.92B
Positions
25
New
0
Increased
12
Decreased
12
Sold Out
1
AKO CAPITAL LLP (LONDON, X0) reported a portfolio value of $7.92B across 25 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 68.3% 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 | FLUTFLUTTER ENTMT PLC | $847.50M | 10.70% | +14.8% |
| 2 | ALCALCON AG | $681.45M | 8.60% | +8.4% |
| 3 | MSFTMICROSOFT CORP | $632.98M | 7.99% | +1.7% |
| 4 | VVISA INC | $583.48M | 7.36% | -7.5% |
| 5 | INTUINTUIT | $532.27M | 6.72% | +21.6% |
| 6 | GEGE AEROSPACE | $531.00M | 6.70% | -16.4% |
| 7 | MCOMOODYS CORP | $415.09M | 5.24% | +0.1% |
| 8 | ICEINTERCONTINENTAL EXCHANGE IN | $402.10M | 5.07% | -4.0% |
| 9 | BKNGBOOKING HOLDINGS INC | $400.08M | 5.05% | -4.1% |
| 10 | MRSHMARSH & MCLENNAN COS INC | $389.66M | 4.92% | -16.0% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| FLUTFLUTTER ENTMT PLC | $847.50M | 2,973,210 | +14.8% |
| ALCALCON AG | $681.45M | 7,713,406 | +8.4% |
| MSFTMICROSOFT CORP | $632.98M | 1,272,557 | +1.7% |
| INTUINTUIT | $532.27M | 675,783 | +21.6% |
| MCOMOODYS CORP | $415.09M | 827,554 | +0.1% |
| AMZNAMAZON COM INC | $320.45M | 1,460,648 | +1.6% |
| RACEFERRARI N V | $316.60M | 646,106 | +10.4% |
| ADIANALOG DEVICES INC | $301.81M | 1,267,990 | +1.9% |
| FICOFAIR ISAAC CORP | $280.18M | 153,273 | +1.7% |
| CPRTCOPART INC | $262.08M | 5,340,975 | +5.1% |
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