AKO Capital 13F, Q3 2025
AKO Capital · quarter ending 30 September 2025 · filed 13 November 2025 · SEC CIK 1376879
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| FLUTTER ENTMT PLC | $796.70M | 11.3% | +5% shares | |
| ALCON AG | $593.77M | 8.4% | +3% shares | |
| MICROSOFT CORP | MSFT | $553.69M | 7.9% | -16% shares |
| VISA INC | V | $541.04M | 7.7% | -4% shares |
| INTUIT | INTU | $460.57M | 6.5% | unchanged |
| GE AEROSPACE | GE | $397.35M | 5.7% | -36% shares |
| AMAZON COM INC | AMZN | $396.99M | 5.6% | +24% shares |
| MOODYS CORP | MCO | $365.53M | 5.2% | -7% shares |
| MARSH & MCLENNAN COS INC | MRSH | $362.70M | 5.2% | unchanged |
| INTERCONTINENTAL EXCHANGE IN | ICE | $351.11M | 5.0% | -5% shares |
| BOOKING HOLDINGS INC | BKNG | $348.89M | 5.0% | -7% shares |
| FERRARI N V | $306.22M | 4.3% | -2% shares | |
| ANALOG DEVICES INC | ADI | $300.53M | 4.3% | -4% shares |
| COPART INC | CPRT | $248.56M | 3.5% | +4% shares |
| WATERS CORP | WAT | $241.93M | 3.4% | +3% shares |
| EQUIFAX INC | EFX | $240.71M | 3.4% | +3% shares |
| FAIR ISAAC CORP | FICO | $185.04M | 2.6% | -19% shares |
| ZOETIS INC | ZTS | $100.04M | 1.4% | -55% shares |
| SALESFORCE INC | CRM | $77.29M | 1.1% | -31% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $59.56M | 0.8% | new |
| CADENCE DESIGN SYSTEM INC | CDNS | $59.28M | 0.8% | +28% shares |
| LINDE PLC | $37.56M | 0.5% | -4% shares | |
| BOOZ ALLEN HAMILTON HLDG COR | BAH | $8.68M | 0.1% | -4% shares |
What changed since Q2 2025
Against the Q2 2025 filing, AKO Capital opened 1 new position, added to 7, trimmed 13, left 2 unchanged and exited 3. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- CP$59.56M
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001376879-25-000008, 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.