Funds › AKO Capital LLP
AKO Capital LLP
13F for Q3 2026, filed Nov 13, 2026. 18 positions worth $3.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ALC Alcon Inc. | 8.62M | $557.7M | 17.7% | -11.0% | 13F ↗ |
| 2 | SUNB Sunbelt Rentals Holdings, Inc. | 6.81M | $498.8M | 15.8% | +12.2% | 13F ↗ |
| 3 | RACE Ferrari N.V. | 742,918 | $291.8M | 9.2% | -16.2% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 518,837 | $266.1M | 8.4% | -17.4% | 13F ↗ |
| 5 | V Visa Inc. | 701,579 | $252.1M | 8.0% | -28.8% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 947,159 | $236.0M | 7.5% | -17.0% | 13F ↗ |
| 7 | GE GE Aerospace | 594,520 | $185.7M | 5.9% | -22.9% | 13F ↗ |
| 8 | ICE Intercontinental Exchange Inc. | 1.08M | $163.8M | 5.2% | +7.4% | 13F ↗ |
| 9 | MCO Moody's Corporation | 349,375 | $158.7M | 5.0% | -18.4% | 13F ↗ |
| 10 | APD Air Products and Chemicals, Inc. | 488,388 | $135.9M | 4.3% | -11.7% | 13F ↗ |
| 11 | WMB Williams Companies, Inc. | 1.58M | $107.3M | 3.4% | +6.2% | 13F ↗ |
| 12 | MA Mastercard Incorporated | 184,697 | $101.9M | 3.2% | -2.8% | 13F ↗ |
| 13 | CSL Carlisle Companies Incorporated | 190,737 | $61.5M | 1.9% | -0.4% | 13F ↗ |
| 14 | FICO Fair Isaac Corporation | 86,324 | $51.1M | 1.6% | -16.7% | 13F ↗ |
| 15 | SLB SLB Limited | 779,659 | $38.0M | 1.2% | New | 13F ↗ |
| 16 | WAT Waters Corporation | 57,588 | $25.3M | 0.8% | -71.7% | 13F ↗ |
| 17 | EFX Equifax, Inc. | 154,961 | $21.3M | 0.7% | +15.3% | 13F ↗ |
| 18 | CPRT Copart, Inc. | 74,421 | $2.0M | 0.1% | -88.7% | 13F ↗ |
Changes since Q2 2026
1 new, 4 added to, 13 trimmed, 5 exited, 0 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| SLB SLB Limited | 779,659 | New | $38.0M |
Added to (4)
Trimmed (13)
| V Visa Inc. | 701,579 | -28.8% | -$101.9M |
| ALC Alcon Inc. | 8.62M | -11.0% | -$68.7M |
| WAT Waters Corporation | 57,588 | -71.7% | -$64.1M |
| RACE Ferrari N.V. | 742,918 | -16.2% | -$56.3M |
| MSFT Microsoft Corporation | 518,837 | -17.4% | -$56.1M |
| GE GE Aerospace | 594,520 | -22.9% | -$55.2M |
| AMZN Amazon.com, Inc. | 947,159 | -17.0% | -$48.5M |
| MCO Moody's Corporation | 349,375 | -18.4% | -$35.7M |
| APD Air Products and Chemicals, Inc. | 488,388 | -11.7% | -$18.1M |
| CPRT Copart, Inc. | 74,421 | -88.7% | -$15.9M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 18 | $3.2B * | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 22 | $4.3B * | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 27 | $5.1B * | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 22 | $6.6B * | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 23 | $7.0B * | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 25 | $7.9B * | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 26 | $7.7B * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer