AKO CAPITAL LLP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$7.7B
Holdings
26
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALCALCON AG | 7,115,571 | $672.6M | 8.73% | |
| 2 | VVISA INC | 1,775,973 | $622.4M | 8.08% | |
| 3 | FLUTFLUTTER ENTMT PLC | 2,590,673 | $571.8M | 7.42% | |
| 4 | MRSHMARSH & MCLENNAN COS INC | 2,121,730 | $517.8M | 6.72% | |
| 5 | GEGE AEROSPACE | 2,466,267 | $493.6M | 6.40% | |
| 6 | MSFTMICROSOFT CORP | 1,250,718 | $469.5M | 6.09% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 2,282,427 | $393.7M | 5.11% | |
| 8 | ACNACCENTURE PLC IRELAND | 1,238,638 | $386.5M | 5.01% | |
| 9 | MCOMOODYS CORP | 826,734 | $385.0M | 5.00% | |
| 10 | INTUINTUIT | 555,811 | $341.3M | 4.43% | |
| 11 | BKNGBOOKING HOLDINGS INC | 72,052 | $331.9M | 4.31% | |
| 12 | WATWATERS CORP | 887,215 | $327.0M | 4.24% | |
| 13 | CPRTCOPART INC | 5,081,145 | $287.5M | 3.73% | |
| 14 | FICOFAIR ISAAC CORP | 150,660 | $277.8M | 3.60% | |
| 15 | AMZNAMAZON COM INC | 1,437,908 | $273.6M | 3.55% | |
| 16 | ZTSZOETIS INC | 1,523,960 | $250.9M | 3.26% | |
| 17 | ADIANALOG DEVICES INC | 1,243,847 | $250.8M | 3.25% | |
| 18 | RACEFERRARI N V | 585,118 | $248.7M | 3.23% | |
| 19 | EFXEQUIFAX INC | 762,905 | $185.8M | 2.41% | |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC | 332,845 | $165.6M | 2.15% | |
| 21 | CRMSALESFORCE INC | 359,908 | $96.6M | 1.25% | |
| 22 | ILMNILLUMINA INC | 889,714 | $70.6M | 0.92% | |
| 23 | LINLINDE PLC | 84,991 | $39.6M | 0.51% | |
| 24 | CDNSCADENCE DESIGN SYSTEM INC | 137,409 | $34.9M | 0.45% | |
| 25 | BAHBOOZ ALLEN HAMILTON HLDG COR | 93,472 | $9.8M | 0.13% | |
| 26 | CNRCANADIAN NATL RY CO | 19,073 | $1.9M | 0.02% |