Back to AKO CAPITAL LLP
Q2 2026 13F filing
Updated 29 days ago22 disclosed positions worth $4.3B
Portfolio value
$4.3B
Total holdings
22
New positions
0
Closed positions
5
Increased
5
Decreased
17
Turnover
22.7%
Filed
2026-08-12
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ALC ALCON AG | $651.9M | 9.68M | 15.19% | Added(+3.8%) |
| 2 | S SUNB SUNBELT RENTALS HOLDINGS INC | $454.5M | 6.07M | 10.59% | Added(+90.7%) |
| 3 | V V VISA INC | $338M | 985.1K | 7.87% | Trimmed(-17.0%) |
| 4 | R RACE FERRARI N V | $328.9M | 886.4K | 7.66% | Trimmed(-4.3%) |
| 5 | G GE GE AEROSPACE | $288.3M | 771.4K | 6.72% | Trimmed(-22.6%) |
| 6 | A AMZN AMAZON COM INC | $272.1M | 1.14M | 6.34% | Trimmed(-34.0%) |
| 7 | A ADI ANALOG DEVICES INC | $245M | 616.9K | 5.71% | Trimmed(-40.1%) |
| 8 | M MSFT MICROSOFT CORP | $234.3M | 628.2K | 5.46% | Trimmed(-14.6%) |
| 9 | C CSCO CISCO SYS INC | $231.6M | 1.97M | 5.40% | Trimmed(-35.2%) |
| 10 | C CP CANADIAN PACIFIC KANSAS CITY | $210.2M | 2.43M | 4.90% | Trimmed(-11.7%) |
| 11 | M MCO MOODYS CORP | $193.8M | 427.9K | 4.52% | Trimmed(-16.2%) |
| 12 | A APD AIR PRODUCTS AND CHEMICALS I | $162.2M | 553.4K | 3.78% | Added(+137.1%) |
| 13 | F FICO FAIR ISAAC CORP | $123.8M | 103.6K | 2.88% | Trimmed(-18.6%) |
| 14 | I ICE INTERCONTINENTAL EXCHANGE IN | $123.5M | 1.00M | 2.88% | Trimmed(-46.3%) |
| 15 | F FBTC WILLIAMS COS INC | $110.5M | 1.49M | 2.57% | Trimmed(-16.3%) |
| 16 | M MA MASTERCARD INCORPORATED | $97.6M | 189.9K | 2.27% | Added(+22.1%) |
| 17 | W WAT WATERS CORP | $76.3M | 203.4K | 1.78% | Trimmed(-75.1%) |
| 18 | C CSL CARLISLE COS INC | $69.4M | 191.4K | 1.62% | Trimmed(-5.0%) |
| 19 | L LIN LINDE PLC | $33.6M | 64.8K | 0.78% | Trimmed(-51.9%) |
| 20 | E EFX EQUIFAX INC | $21.3M | 134.4K | 0.50% | Trimmed(-66.7%) |
| 21 | C CPRT COPART INC | $18.5M | 656.6K | 0.43% | Added(+139.6%) |
| 22 | S SYK STRYKER CORPORATION | $6.5M | 20.6K | 0.15% | Trimmed(-91.8%) |