AKO Capital 13F, Q2 2025
AKO Capital · quarter ending 30 June 2025 · filed 13 August 2025 · SEC CIK 1376879
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| FLUTTER ENTMT PLC | $847.50M | 10.7% | +15% shares | |
| ALCON AG | $681.45M | 8.6% | +8% shares | |
| MICROSOFT CORP | MSFT | $632.98M | 8.0% | unchanged |
| VISA INC | V | $583.48M | 7.4% | -8% shares |
| INTUIT | INTU | $532.27M | 6.7% | +22% shares |
| GE AEROSPACE | GE | $531.00M | 6.7% | -16% shares |
| MOODYS CORP | MCO | $415.09M | 5.2% | unchanged |
| INTERCONTINENTAL EXCHANGE IN | ICE | $402.10M | 5.1% | -4% shares |
| BOOKING HOLDINGS INC | BKNG | $400.08M | 5.0% | -4% shares |
| MARSH & MCLENNAN COS INC | MRSH | $389.66M | 4.9% | -16% shares |
| AMAZON COM INC | AMZN | $320.45M | 4.0% | unchanged |
| FERRARI N V | $316.60M | 4.0% | +10% shares | |
| ANALOG DEVICES INC | ADI | $301.81M | 3.8% | unchanged |
| FAIR ISAAC CORP | FICO | $280.18M | 3.5% | unchanged |
| WATERS CORP | WAT | $274.81M | 3.5% | -11% shares |
| COPART INC | CPRT | $262.08M | 3.3% | +5% shares |
| EQUIFAX INC | EFX | $236.50M | 3.0% | +20% shares |
| ZOETIS INC | ZTS | $235.63M | 3.0% | unchanged |
| SALESFORCE INC | CRM | $127.96M | 1.6% | +30% shares |
| ILLUMINA INC | ILMN | $50.95M | 0.6% | -40% shares |
| CADENCE DESIGN SYSTEM INC | CDNS | $40.62M | 0.5% | -4% shares |
| LINDE PLC | $38.45M | 0.5% | -4% shares | |
| THERMO FISHER SCIENTIFIC INC | TMO | $10.71M | 0.1% | -92% shares |
| BOOZ ALLEN HAMILTON HLDG COR | BAH | $9.38M | 0.1% | -4% shares |
| CANADIAN NATL RY CO | CNI | $1.98M | 0.0% | unchanged |
What changed since Q1 2025
Against the Q1 2025 filing, AKO Capital opened 0 new positions, added to 7, trimmed 11, left 7 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
No new positions this quarter.
Exited
- ACCENTURE PLC IRELANDwas $386.50M
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001376879-25-000006, filed by AKO CAPITAL LLP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.