AKO CAPITAL LLP
LONDON, X0 · CIK 0001376879
Portfolio Value: $6.57B
Positions: 22
Period: 2025-12-31
Filed: 2026-02-17
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
$6.57B
Positions
22
New
2
Increased
5
Decreased
15
Sold Out
45
AKO CAPITAL LLP Q4 2025 13F Filing Summary
AKO CAPITAL LLP (LONDON, X0) reported a portfolio value of $6.57B across 22 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). Top holdings include FLUT ($669.89M), ALC ($609.35M), V ($504.31M). The top 10 positions account for 67.3% of the portfolio. This quarter saw 2 new positions, 5 increases, 15 reductions, 45 complete exits. Notable new buys: CSCO ($239.85M), MA ($57.15M). Notable exits: ZTS, CDNS, BAH.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FLUTFLUTTER ENTMT PLC SHS | $669.89M | 10.20% | -0.3% |
| 2 | ALCALCON AG ORD SHS | $609.35M | 9.28% | -3.6% |
| 3 | VVISA INC COM CL A | $504.31M | 7.68% | -9.3% |
| 4 | MSFTMICROSOFT CORP COM | $493.64M | 7.52% | -4.5% |
| 5 | AMZNAMAZON COM INC COM | $401.07M | 6.11% | -3.9% |
| 6 | MCOMOODYS CORP COM | $376.28M | 5.73% | -4.0% |
| 7 | RACEFERRARI N V COM | $351.54M | 5.35% | +49.3% |
| 8 | GEGE AEROSPACE COM NEW | $341.73M | 5.20% | -16.0% |
| 9 | ADIANALOG DEVICES INC COM | $338.46M | 5.15% | +2.0% |
| 10 | INTRINTERCONTINENTAL EXCHANGE IN COM | $337.56M | 5.14% | +0.0% |
| 11 | WATWATERS CORP COM | $286.19M | 4.36% | -6.6% |
| 12 | NNBRMARSH & MCLENNAN COS INC COM | $275.47M | 4.19% | -17.5% |
| 13 | CSCOCISCO SYS INC COM | $239.85M | 3.65% | New |
| 14 | CPRTCOPART INC COM | $235.30M | 3.58% | +8.7% |
| 15 | BKNGBOOKING HOLDINGS INC COM | $229.21M | 3.49% | -33.8% |
| 16 | CPCANADIAN PACIFIC KANSAS CITY COM | $217.75M | 3.32% | +269.9% |
| 17 | FICOFAIR ISAAC CORP COM | $190.68M | 2.90% | -8.8% |
| 18 | EFXEQUIFAX INC COM | $166.20M | 2.53% | -18.4% |
| 19 | INTUINTUIT COM | $158.24M | 2.41% | -64.6% |
| 20 | CRMSALESFORCE INC COM | $82.81M | 1.26% | -4.1% |
| 21 | MAMASTERCARD INCORPORATED CL A | $57.15M | 0.87% | New |
| 22 | LINLINDE PLC SHS | $5.75M | 0.09% | -83.0% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
CSCOCISCO SYS INC | $239.85M | 3,113,706 |
MAMASTERCARD INCORPORATED | $57.15M | 100,109 |