AKO CAPITAL LLP
CIK: 0001376879Latest portfolio: $6.6B · Q4 2025
Holdings
22
Total Value
$6.6B
New Positions
2
Closed Positions
3
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | FLUTFLUTTER ENTMT PLC | 3,109,426 | $669.0M | 10.19% | -10,690 | |
| 2 | ALCALCON AG | 7,686,700 | $609.0M | 9.27% | -287,664 | |
| 3 | VVISA INC | 1,437,967 | $504.0M | 7.67% | -146,890 | |
| 4 | MSFTMICROSOFT CORP | 1,020,715 | $493.0M | 7.51% | -48,281 | |
| 5 | AMZNAMAZON COM INC | 1,737,603 | $401.0M | 6.11% | -70,430 | |
| 6 | MCOMOODYS CORP | 736,568 | $376.0M | 5.72% | -30,575 | |
| 7 | RACEFERRARI N V | 944,867 | $351.0M | 5.34% | +312K | |
| 8 | GEGE AEROSPACE | 1,109,389 | $341.0M | 5.19% | -211,487 | |
| 9 | ADIANALOG DEVICES INC | 1,248,009 | $338.0M | 5.15% | +25K | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 2,084,185 | $337.0M | 5.13% | +184 | |
| 11 | WATWATERS CORP | 753,455 | $286.0M | 4.35% | -53,493 | |
| 12 | MRSHMARSH & MCLENNAN COS INC | 1,484,860 | $275.0M | 4.19% | -314,893 | |
| 13 | CSCOCISCO SYS INC | 3,113,706 | $239.0M | 3.64% | NEW | |
| 14 | CPRTCOPART INC | 6,010,134 | $235.0M | 3.58% | +483K | |
| 15 | BKNGBOOKING HOLDINGS INC | 42,801 | $229.0M | 3.49% | -21,817 | |
| 16 | CPCANADIAN PACIFIC KANSAS CITY | 2,957,361 | $217.0M | 3.30% | +2.2M | |
| 17 | FICOFAIR ISAAC CORP | 112,785 | $190.0M | 2.89% | -10,861 | |
| 18 | EFXEQUIFAX INC | 765,955 | $166.0M | 2.53% | -172,393 | |
| 19 | INTUINTUIT | 238,876 | $158.0M | 2.41% | -435,549 | |
| 20 | CRMSALESFORCE INC | 312,608 | $82.0M | 1.25% | -13,520 | |
| 21 | MAMASTERCARD INCORPORATED | 100,109 | $57.0M | 0.87% | NEW | |
| 22 | LINLINDE PLC | 13,476 | $5.0M | 0.08% | -65,609 |
Quarterly Changes
Sector Breakdown
Technology0.0% ($4.93000338000239e+25T)
Financial Services0.0% ($50400037600033701888.0T)
Consumer Cyclical0.0% ($669000401000351.1T)
Industrials0.0% ($341000235000217.0T)
Healthcare0.0% ($609.0T)
Basic Materials0.0% ($5.0M)
Filing History
Fund Information
AKO CAPITAL LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $6.6B across 22 holdings. The largest position is FLUTTER ENTMT PLC (FLUT), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.