AKO Capital 13F, Q2 2026
AKO Capital · quarter ending 30 June 2026 · filed 12 August 2026 · SEC CIK 1376879
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| ALCON AG | $651.94M | 15.2% | +4% shares | |
| SUNBELT RENTALS HOLDINGS INC | SUNB | $454.46M | 10.6% | +91% shares |
| VISA INC | V | $337.99M | 7.9% | -17% shares |
| FERRARI N V | $328.94M | 7.7% | -4% shares | |
| GE AEROSPACE | GE | $288.30M | 6.7% | -23% shares |
| AMAZON COM INC | AMZN | $272.14M | 6.3% | -34% shares |
| ANALOG DEVICES INC | ADI | $245.01M | 5.7% | -40% shares |
| MICROSOFT CORP | MSFT | $234.34M | 5.5% | -15% shares |
| CISCO SYS INC | CSCO | $231.59M | 5.4% | -35% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $210.22M | 4.9% | -12% shares |
| MOODYS CORP | MCO | $193.81M | 4.5% | -16% shares |
| AIR PRODUCTS AND CHEMICALS I | APD | $162.23M | 3.8% | +137% shares |
| FAIR ISAAC CORP | FICO | $123.80M | 2.9% | -19% shares |
| INTERCONTINENTAL EXCHANGE IN | ICE | $123.54M | 2.9% | -46% shares |
| WILLIAMS COS INC | WMB | $110.48M | 2.6% | -16% shares |
| MASTERCARD INCORPORATED | MA | $97.55M | 2.3% | +22% shares |
| WATERS CORP | WAT | $76.27M | 1.8% | -75% shares |
| CARLISLE COS INC | CSL | $69.44M | 1.6% | -5% shares |
| LINDE PLC | $33.62M | 0.8% | -52% shares | |
| EQUIFAX INC | EFX | $21.34M | 0.5% | -67% shares |
| COPART INC | CPRT | $18.51M | 0.4% | +140% shares |
| STRYKER CORPORATION | SYK | $6.49M | 0.1% | -92% shares |
What changed since Q1 2026
Against the Q1 2026 filing, AKO Capital opened 0 new positions, added to 5, trimmed 17, left 0 unchanged and exited 5. 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.
Other quarters
Source: SEC Form 13F-HR, accession 0001376879-26-000006, 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.