AKO Capital 13F, Q4 2025
AKO Capital · quarter ending 31 December 2025 · filed 17 February 2026 · SEC CIK 1376879
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2025
Weights are against the whole filed book. Changes are in shares held, against the Q3 2025 filing.
| Company | Ticker | Value | % of book | vs Q3 2025 |
|---|---|---|---|---|
| FLUTTER ENTMT PLC | $669.89M | 10.2% | unchanged | |
| ALCON AG | $609.35M | 9.3% | -4% shares | |
| VISA INC | V | $504.31M | 7.7% | -9% shares |
| MICROSOFT CORP | MSFT | $493.64M | 7.5% | -5% shares |
| AMAZON COM INC | AMZN | $401.07M | 6.1% | -4% shares |
| MOODYS CORP | MCO | $376.28M | 5.7% | -4% shares |
| FERRARI N V | $351.54M | 5.3% | +49% shares | |
| GE AEROSPACE | GE | $341.73M | 5.2% | -16% shares |
| ANALOG DEVICES INC | ADI | $338.46M | 5.2% | +2% shares |
| INTERCONTINENTAL EXCHANGE IN | ICE | $337.56M | 5.1% | unchanged |
| WATERS CORP | WAT | $286.19M | 4.4% | -7% shares |
| MARSH & MCLENNAN COS INC | MRSH | $275.47M | 4.2% | -18% shares |
| CISCO SYS INC | CSCO | $239.85M | 3.6% | new |
| COPART INC | CPRT | $235.30M | 3.6% | +9% shares |
| BOOKING HOLDINGS INC | BKNG | $229.21M | 3.5% | -34% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $217.75M | 3.3% | +270% shares |
| FAIR ISAAC CORP | FICO | $190.68M | 2.9% | -9% shares |
| EQUIFAX INC | EFX | $166.20M | 2.5% | -18% shares |
| INTUIT | INTU | $158.24M | 2.4% | -65% shares |
| SALESFORCE INC | CRM | $82.81M | 1.3% | -4% shares |
| MASTERCARD INCORPORATED | MA | $57.15M | 0.9% | new |
| LINDE PLC | $5.75M | 0.1% | -83% shares |
What changed since Q3 2025
Against the Q3 2025 filing, AKO Capital opened 2 new positions, added to 4, trimmed 14, 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.
Other quarters
Source: SEC Form 13F-HR, accession 0001376879-26-000002, 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.