AKO CAPITAL LLP Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$7.0B

Holdings

23

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (23 positions)

#StockSharesValue% PortfolioType
1
FLUTFLUTTER ENTMT PLC
3,120,116$796.7M11.33%
2
ALCALCON AG
7,974,364$593.8M8.44%
3
MSFTMICROSOFT CORP
1,068,996$553.7M7.87%
4
VVISA INC
1,584,857$541.0M7.69%
5
INTUINTUIT
674,425$460.6M6.55%
6
GEGE AEROSPACE
1,320,876$397.3M5.65%
7
AMZNAMAZON COM INC
1,808,033$397.0M5.64%
8
MCOMOODYS CORP
767,143$365.5M5.20%
9
MRSHMARSH & MCLENNAN COS INC
1,799,753$362.7M5.16%
10
ICEINTERCONTINENTAL EXCHANGE IN
2,084,001$351.1M4.99%
11
BKNGBOOKING HOLDINGS INC
64,618$348.9M4.96%
12
RACEFERRARI N V
632,960$306.2M4.35%
13
ADIANALOG DEVICES INC
1,223,147$300.5M4.27%
14
CPRTCOPART INC
5,527,245$248.6M3.53%
15
WATWATERS CORP
806,948$241.9M3.44%
16
EFXEQUIFAX INC
938,348$240.7M3.42%
17
FICOFAIR ISAAC CORP
123,646$185.0M2.63%
18
ZTSZOETIS INC
683,704$100.0M1.42%
19
CRMSALESFORCE INC
326,128$77.3M1.10%
20
CPCANADIAN PACIFIC KANSAS CITY
799,560$59.6M0.85%
21
CDNSCADENCE DESIGN SYSTEM INC
168,767$59.3M0.84%
22
LINLINDE PLC
79,085$37.6M0.53%
23
BAHBOOZ ALLEN HAMILTON HLDG COR
86,866$8.7M0.12%