AKO Capital 13F, Q1 2026
AKO Capital · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1376879
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 27 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| ALCON AG | $695.60M | 13.6% | +21% shares | |
| AMAZON COM INC | AMZN | $360.55M | 7.1% | unchanged |
| VISA INC | V | $358.74M | 7.0% | -18% shares |
| ANALOG DEVICES INC | ADI | $327.53M | 6.4% | -18% shares |
| FERRARI N V | $310.80M | 6.1% | unchanged | |
| INTERCONTINENTAL EXCHANGE IN | ICE | $293.73M | 5.8% | -10% shares |
| GE AEROSPACE | GE | $282.88M | 5.5% | -10% shares |
| MICROSOFT CORP | MSFT | $272.15M | 5.3% | -28% shares |
| WATERS CORP | WAT | $243.28M | 4.8% | +8% shares |
| CISCO SYS INC | CSCO | $236.16M | 4.6% | -2% shares |
| MOODYS CORP | MCO | $222.85M | 4.4% | -31% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $216.14M | 4.2% | -7% shares |
| BOOKING HOLDINGS INC | BKNG | $210.19M | 4.1% | +17% shares |
| SUNBELT RENTALS HOLDINGS INC | SUNB | $207.33M | 4.1% | new |
| FAIR ISAAC CORP | FICO | $135.80M | 2.7% | +13% shares |
| WILLIAMS COS INC | WMB | $129.25M | 2.5% | new |
| STRYKER CORPORATION | SYK | $82.11M | 1.6% | new |
| MASTERCARD INCORPORATED | MA | $77.74M | 1.5% | +55% shares |
| EQUIFAX INC | EFX | $72.71M | 1.4% | -47% shares |
| AIR PRODUCTS AND CHEMICALS I | APD | $67.79M | 1.3% | new |
| CARLISLE COS INC | CSL | $67.18M | 1.3% | new |
| LINDE PLC | $66.75M | 1.3% | +899% shares | |
| SALESFORCE INC | CRM | $66.23M | 1.3% | +14% shares |
| FLUTTER ENTMT PLC | $49.65M | 1.0% | -84% shares | |
| MARSH & MCLENNAN COS INC | MRSH | $45.36M | 0.9% | -82% shares |
What changed since Q4 2025
Against the Q4 2025 filing, AKO Capital opened 6 new positions, added to 7, trimmed 12, left 2 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
- INTUwas $158.24M
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001376879-26-000003, 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.