AKO CAPITAL LLP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$6.6B
Holdings
22
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLUTFLUTTER ENTMT PLC | 3,109,426 | $669.0M | 10.19% | |
| 2 | ALCALCON AG | 7,686,700 | $609.0M | 9.27% | |
| 3 | VVISA INC | 1,437,967 | $504.0M | 7.67% | |
| 4 | MSFTMICROSOFT CORP | 1,020,715 | $493.0M | 7.51% | |
| 5 | AMZNAMAZON COM INC | 1,737,603 | $401.0M | 6.11% | |
| 6 | MCOMOODYS CORP | 736,568 | $376.0M | 5.72% | |
| 7 | RACEFERRARI N V | 944,867 | $351.0M | 5.34% | |
| 8 | GEGE AEROSPACE | 1,109,389 | $341.0M | 5.19% | |
| 9 | ADIANALOG DEVICES INC | 1,248,009 | $338.0M | 5.15% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 2,084,185 | $337.0M | 5.13% | |
| 11 | WATWATERS CORP | 753,455 | $286.0M | 4.35% | |
| 12 | MRSHMARSH & MCLENNAN COS INC | 1,484,860 | $275.0M | 4.19% | |
| 13 | CSCOCISCO SYS INC | 3,113,706 | $239.0M | 3.64% | |
| 14 | CPRTCOPART INC | 6,010,134 | $235.0M | 3.58% | |
| 15 | BKNGBOOKING HOLDINGS INC | 42,801 | $229.0M | 3.49% | |
| 16 | CPCANADIAN PACIFIC KANSAS CITY | 2,957,361 | $217.0M | 3.30% | |
| 17 | FICOFAIR ISAAC CORP | 112,785 | $190.0M | 2.89% | |
| 18 | EFXEQUIFAX INC | 765,955 | $166.0M | 2.53% | |
| 19 | INTUINTUIT | 238,876 | $158.0M | 2.41% | |
| 20 | CRMSALESFORCE INC | 312,608 | $82.0M | 1.25% | |
| 21 | MAMASTERCARD INCORPORATED | 100,109 | $57.0M | 0.87% | |
| 22 | LINLINDE PLC | 13,476 | $5.0M | 0.08% |