Holders — by stockHoldings — by fund
AKO CAPITAL LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001376879
$4.29B
disclosed book value
22
positions
15.2%
largest position share
Positions, as of 2026-06-30
top 22 of 22 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ALCALCON AG | 9.7M | $651.9M | 15.2% |
| 2 | SUNBSUNBELT RENTALS HOLDINGS INC | 6.1M | $454.5M | 10.6% |
| 3 | VVISA INC | 985,126 | $338.0M | 7.9% |
| 4 | RACEFERRARI N V | 886,360 | $328.9M | 7.7% |
| 5 | GEGE AEROSPACE | 771,417 | $288.3M | 6.7% |
| 6 | AMZNAMAZON COM INC | 1.1M | $272.1M | 6.3% |
| 7 | ADIANALOG DEVICES INC | 616,881 | $245.0M | 5.7% |
| 8 | MSFTMICROSOFT CORP | 628,224 | $234.3M | 5.5% |
| 9 | CSCOCISCO SYS INC | 2.0M | $231.6M | 5.4% |
| 10 | CPCANADIAN PACIFIC KANSAS CITY | 2.4M | $210.2M | 4.9% |
| 11 | MCOMOODYS CORP | 427,920 | $193.8M | 4.5% |
| 12 | APDAIR PRODUCTS AND CHEMICALS I | 553,359 | $162.2M | 3.8% |
| 13 | FICOFAIR ISAAC CORP | 103,619 | $123.8M | 2.9% |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 1.0M | $123.5M | 2.9% |
| 15 | WMBWILLIAMS COS INC | 1.5M | $110.5M | 2.6% |
| 16 | MAMASTERCARD INCORPORATED | 189,941 | $97.6M | 2.3% |
| 17 | WATWATERS CORP | 203,356 | $76.3M | 1.8% |
| 18 | CSLCARLISLE COS INC | 191,414 | $69.4M | 1.6% |
| 19 | LINLINDE PLC | 64,789 | $33.6M | 0.8% |
| 20 | EFXEQUIFAX INC | 134,439 | $21.3M | 0.5% |
| 21 | CPRTCOPART INC | 656,567 | $18.5M | 0.4% |
| 22 | SYKSTRYKER CORPORATION | 20,624 | $6.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.